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The IEPF claim process

How do I claim shares back from IEPF?

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The short answer

You file Form IEPF-5, the company’s Nodal Officer checks it, and the IEPF Authority approves it. Before that, you confirm the shares really moved and show you can claim them. Then the shares are credited to your demat account.

The process

How an IEPF Claim Works, Step by Step

The key points that decide the route, and where follow-up matters most.

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01

Check the shares really moved

The step people skip most often.

What this stage involves

Not every dormant holding has gone to the IEPF. A holding still on the company register is claimed an entirely different way, and a claim filed through the wrong route can sit for months before anyone says so.

02

Show who can claim

Simple in your own name, more papers as an heir.

What this stage involves

Where the original holder has died, entitlement has to be established before the claim can proceed — and in practice the transmission and the IEPF claim are handled together rather than one after the other.

What the authority accepts as proof depends on whether a nomination was registered and whether there is a will.

03

The company’s check

Where most of the waiting happens.

What this stage involves

The company's nodal officer verifies the claim before the authority acts. Where a company is slow to respond, has changed hands, or no longer has a functioning investor-relations function, this is where the delay sits. It needs persistent follow-up rather than resubmission.

04

If a claim was rejected before

Usually fixable.

What this stage involves

Rejections are generally about documentation or mismatched details rather than entitlement. A previously rejected claim can be refiled once the underlying issue is identified and corrected.

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Where Does Your IEPF Claim Start?

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IEPF Claims: Your Questions

Straight answers, and where your own case might be different.

How does the IEPF share recovery process begin?

Begin by confirming that the shares were actually transferred to IEPF and identifying the shareholder or eligible claimant.

Which form is used for an IEPF claim?

Eligible claims for shares and amounts are made using Form IEPF-5 through the prescribed online process.

Why does the company verify an IEPF claim?

The company’s nodal officer checks the claim and supporting records before sending the verification report required for authority review.

Can I claim if the original shareholder has died?

Yes. The eligible claimant must first establish entitlement using the documents applicable to the deceased shareholder’s case.

Do I need a demat account?

A suitable demat account is generally needed because recovered shares are released electronically rather than as paper certificates.

Can a rejected IEPF claim be corrected?

Often, yes. The rejection or return reason should be identified and corrected before the claim is filed or answered again.

What if the company has changed its name or merged?

The old holding can be connected with the successor company or present registrar by tracing the corporate history and record trail.

Can I start without complete paperwork?

Yes. A company name, shareholder name, folio, certificate, dividend detail, or previous claim reference can provide a starting point for review.

Continue with reliable information

Related guides, situations and documents, plus the official sources.

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