Shares transferred to the Investor Education and Protection Fund don’t have to stay there. The process for recovery of shares from IEPF is structured, time-bound, and fully legal — but every skipped step or mismatched document can reset your timeline by months.
Before Starting the Recovery Process
Ensure KYC details are current with the company’s RTA and physical shares are converted via dematerialisation — IEPF only credits to a demat account. Legal heirs must complete transmission of shares and obtain a company entitlement letter first.
The Process for Recovery of Shares: Stage by Stage
Stage 1 — Verify and Prepare
Search the IEPF portal using PAN or folio number. If certificates are missing, apply for a duplicate share certificate from the RTA in parallel.
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Stage 2 — File Form IEPF-5
Submit Form IEPF-5 online on the MCA portal with PAN, Aadhaar, bank, and demat details. Print the acknowledgment with your SRN immediately after submission.
Stage 3 — Physical Submission
Courier the signed IEPF-5 copy with indemnity bond, cancelled cheque, demat master list, and identity proofs to the company’s Nodal Officer. Ensure Aadhaar is bank-linked for unclaimed dividend recovery.
Stage 4 — Verification and Credit
The Nodal Officer forwards the verified report within 15 days; the IEPF Authority then credits the claim within 60 days. Infiny Solutions handles end-to-end recovery of shares and dividends from IEPF at every stage.
Pre-Filing Checklist
- Demat account active and linked to PAN and Aadhaar
- Address on record is current — update via registered address updation
- Nominee added — if not, put a nominee on your investments now to prevent future delays
Frequently Asked Questions
What is the time limit for the process for recovery of shares?
There is no hard expiry, but only one claim per company is allowed per financial year. Rejected claims must be refiled in the next financial year.
Is a succession certificate needed for share recovery?
Yes, if the value of securities exceeds ₹2,00,000 and the shareholder is deceased, a succession certificate, probate of will, or letters of administration is mandatory before filing.
Can I track my IEPF share recovery application?
Yes — use the SRN generated after IEPF-5 submission to track claim status on the MCA portal at any point in the process.
What happens if details in Form IEPF-5 do not match company records?
Mismatches in name, address, or signature cause rejection. Correct discrepancies — including signature updation with the RTA — before refiling in the next financial year.
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
