If you’ve inherited investments or simply lost track of old shareholdings, IEPF recovery is the official route to reclaim what’s rightfully yours. Knowing how to recover shares from IEPF correctly — without common errors that delay or kill claims — saves months of follow-up and resubmission.
How Shares End Up With the IEPF
Companies are legally required to transfer shares and dividends to IEPF when they remain unclaimed for 7 consecutive years. This often happens due to outdated registered address or contact details, failure to complete transmission of shares after a death, or pending KYC updation with the company.
How to Recover Shares From IEPF: Step by Step
- Check your claim status on the IEPF portal using your PAN or folio number.
- File Form IEPF-5 online via the MCA portal with valid PAN, Aadhaar, and bank details.
- Print, sign, and courier the physical form with all documents to the company’s Nodal Officer.
- The Nodal Officer verifies and forwards the report to the IEPF Authority within 15 days.
- On approval, shares credit to your demat and unclaimed dividends transfer to your Aadhaar-linked bank.
Documents Required for IEPF Recovery
- Filled Form IEPF-5 with SRN acknowledgment, PAN, Aadhaar, and cancelled cheque
- Original or duplicate share certificate and demat client master list
- Shares must be dematerialised before filing — physical form is not accepted at demat credit stage
- Legal heirs additionally need death certificate, succession proof, and transmission entitlement letter
Who Can File for IEPF Recovery?
Original Shareholder
File directly if PAN, demat account, and KYC are in order.
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Legal Heir or Nominee
Complete share transmission first and obtain a company entitlement letter. Adding a nominee to investments in advance significantly simplifies this step.
Infiny Solutions handles end-to-end IEPF recovery of shares and dividends — from document review to final credit confirmation — with 1,000+ successful claims across India.
Frequently Asked Questions
How long does IEPF recovery take?
After the Nodal Officer submits the verification report, the IEPF Authority has 60 days to process the claim. End-to-end, expect 2 to 4 months depending on document completeness.
Can I recover shares from IEPF if the original certificates are lost?
Yes — apply for a duplicate share certificate from the company’s RTA first, then proceed with Form IEPF-5 filing.
Is there a limit on IEPF recovery claims?
Only one consolidated claim per company is permitted per financial year. Multiple companies can be claimed simultaneously through separate applications.
Can NRIs file for IEPF recovery?
Yes. NRIs use their passport or OCI card instead of Aadhaar. The filing process remains the same with additional identity verification documents.
RECOVER YOUR LOST WEALTH
Helping you liquidate your lost shares, unclaimed investments and dividends
UNLOCK YOUR WEALTH
Fill out the form below to contact us
