Steps to File IEPF Form 5 for Unclaimed Dividends and Shares

Many people don’t know that if their dividends or shares are not claimed for 7 years in a row, they are transferred to the IEPF (Investor Education and Protection Fund). Once this happens, you can only get them back by filing IEPF Form 5.

This guide explains the full IEPF claim process in a simple way.

What is IEPF Form 5?

IEPF Form 5 is an online form used to claim:

This form must be submitted online and then verified by the Company’s Nodal Officer and the IEPF Authority.

IEPF

Step-by-Step Process to File IEPF Form 5

Step 1: Keep Your Documents Ready

Before filing the form, make sure you have the following documents ready with you:

  • PAN card 
  • Aadhaar card
  • Passport and OCI card ( In case of NRI )
  • Cancelled cheque 
  • Client Master List 
  • Original Share certificates ( If any )
     

Correct documents help avoid delays.

Step 2: File IEPF Form 5 Online

Go to the official IEPF website and fill out IEPF Form 5 with:

  • Shareholder details 
  • Company name 
  • Dividend or share details 

After submission, you will receive an SRN number (acknowledgement).

Step 3: Send Documents to the Company

You must send these to the company’s Nodal Officer or Registrar:

  • IEPF Form 5 copy 
  • SRN acknowledgment 
  • Indemnity bond
     
  • KYC documents
     
  • Client Master List 
  • Cacelled Cheque 

The Nodal Officer will verify your documents.

Step 4: Company Verification

The company checks your details and sends a verification report to the IEPF Authority.

Step 5: Claim Approval & Recovery

Once approved by IEPF:

  • Your shares are credited to your demat account 
  • Your dividends are transferred to your bank account 

This completes the recovery process.

Common Problems in IEPF Claims

Many claims get delayed because of:

  • Name or signature mismatch 
  • Missing documents 
  • Missing old share certificates 
  • Legal heir cases 

Professional help can save time and prevent rejection.

How GLC Wealth Advisor Helps

GLC Wealth Advisor handles the complete IEPF claim process – from preparing documents to follow-ups with the Company RTA and IEPF Authority. We make sure your claim is filed correctly and smoothly.

Conclusion

IEPF Form 5 is the only way to recover your unclaimed dividends and shares. With the right documents and guidance, you can easily get your investments back.

For hassle-free IEPF claim support, trust GLC Wealth Advisor.