How to Claim Unclaimed Shares and Dividends from IEPF
Many investors don’t realise that old shares or unpaid dividends lying idle for seven years are transferred to the Investor Education and Protection Fund (IEPF) as per Section 124 and 125 of the Companies Act, 2013.
If you want to claim unclaimed shares and dividends from IEPF, here’s a simple, legal, step-by-step guide to help you reclaim what’s rightfully yours.
1️⃣ Check IEPF Status
- Visit the IEPF website
- Use the Search Unclaimed Dividends tool
- Enter your company name and folio number
2️⃣ Prepare Required Documents
Keep these ready:
- PAN, Aadhaar, cancelled cheque
- Original share certificates (physical) or demat account proof
- Self-attested ID/address proof
- Indemnity bond if required
3️⃣ File IEPF-5 Form Online
- Log in to the IEPF portal
- Fill IEPF-5 with correct details
- Download the submitted form
4️⃣ Submit Documents to Nodal Officer
- Take a printout of IEPF-5
- Attach self-attested documents
- Send to the company’s Nodal Officer by speed post
5️⃣ Company Verifies Your Claim
- The company checks your application and documents
- They issue a verification report to IEPF Authority
6️⃣ IEPF Processes Refund
- Once the Authority gets the company’s report
- They verify and process your refund request
7️⃣ Wait for 3–6 Months
- IEPF refunds typically take 3 to 6 months
- Timelines may vary based on company’s response
8️⃣ Track Claim Status
- You can check status on IEPF Portal
- Keep your SRN (Service Request Number) handy
9️⃣ Keep KYC Updated
- Update your KYC with the company/registrar
- This helps avoid future transfer to IEPF
Expert Tip on IEPF Claims
Many claims get delayed due to incomplete paperwork. Always send self-attested copies, proper indemnity bond, and original certificates (where asked) by registered post for better tracking.
FAQs on IEPF Claims
Q1: How long does IEPF refund take?
Usually 3–6 months, depending on company and IEPF Authority processing.
Q2: Can I claim shares of a deceased family member?
Yes. You need to provide legal heir certificate or succession proof with your claim.
Q3: Is there a fee for IEPF-5 filing?
No, filing IEPF-5 on the portal is free of cost.
Final Thoughts
Recovering unclaimed investments is your right. Follow this guide, stay compliant, and protect your family’s legacy.
✅ Need help filing IEPF claims, succession certificates, or company law compliance? Contact Efiletax today — India’s trusted tax and legal support partner.
Summary:
Unclaimed shares/dividends move to IEPF after 7 years. Follow this 9-step guide: check status, file IEPF-5, submit docs, wait 3–6 months, keep KYC updated. Claim back your money legally!