IEPF Claim: Recover Unclaimed Shares & Dividends
If dividends stay unclaimed for seven consecutive years, the company transfers them, and the related shares, to the Investor Education and Protection Fund (IEPF) Authority. You can claim them back. We assist you with the company’s entitlement letter, Form IEPF-5 and the documents.
The shareholder, or a legal heir, nominee or successor can claim shares and dividends transferred to the IEPF Authority by filing Form IEPF-5.
- Search for unclaimed amounts
- Entitlement letter from the company
- Form IEPF-5 and physical documents
IEPF claim assistance
The IEPF Authority decides each claim based on the company’s verification report. We help you file a complete claim.
1Search and assess
We help you check the IEPF records and company lists to find shares and dividends transferred in your name or a deceased holder’s name.
2Entitlement letter
We help you send the required documents to the company or its Registrar and Transfer Agent (RTA) to obtain the entitlement letter.
3Form IEPF-5
We help you prepare and file Form IEPF-5 online on the MCA portal, and print the form and SRN acknowledgement.
4Physical claim kit
We help you put together the indemnity bond, advance receipt, ID proofs and other documents to be sent to the company’s Nodal Officer, marked ‘Claim for refund from IEPF Authority’.
5Legal heir and transmission cases
For deceased holders, we help with the extra documents needed, such as a succession certificate, probate or no-objection letters, as applicable to your case.
6Follow-up
We track the company’s e-verification report and the IEPF Authority’s processing, and help respond to any query.
Simple steps
Find holdings
Check what was transferred to IEPF.
Entitlement letter
Documents to the company or RTA.
File IEPF-5
Online form and physical documents to the Nodal Officer.
Verification and refund
Company verifies; IEPF Authority credits shares to demat and amount to bank.
Frequently asked questions
Why were my shares transferred to IEPF?
Under the Companies Act, 2013, dividends unpaid or unclaimed for seven consecutive years, and the shares on which they were unclaimed, are transferred to the IEPF Authority.
How do I claim them back?
By filing Form IEPF-5 online and sending the signed form, acknowledgement, indemnity bond and other documents to the company’s Nodal Officer. After the company verifies the claim, the IEPF Authority credits the shares to your demat account and the amount to your bank account (IEPF FAQs).
Do I need a demat account?
Yes, shares are credited back only in demat form, so you need an active demat account in the claimant’s name.
How long does it take?
It depends on the company’s verification and the IEPF Authority’s processing. We cannot promise a timeline, but we keep you updated at each stage.
Can I file it myself?
Yes. Form IEPF-5 is filed online by the claimant. We assist if you want help with the documents and follow-up.
M. S. Advisory Services is a private advisory firm and is not affiliated with any government body. Claims are decided by the IEPF Authority (Ministry of Corporate Affairs). We do not guarantee approval or timelines. Our fee is for professional assistance only.
Find out what is lying unclaimed
Call us or send an enquiry with the company name and holder details, and we will guide you on the next step.
307, Accurate Square, Nr. Atul Motors, Tagore Road, Rajkot, Gujarat 360002 · info@msadvisory.in · Office hours: Open all days, 9:00 AM – 8:00 PM