If your shares or dividends have been transferred to the Investor Education and Protection Fund, filing an iepf claim through Form IEPF-5 is the first step toward recovering them. Many investors are unaware of the iepf claim process, and as a result, their investments remain unclaimed for years. This guide explains what Form IEPF-5 is, why it's essential, and how to fill it accurately to ensure a smooth recovery of shares from iepf.

What is IEPF-5?

Form iepf 5 is the official claim form prescribed by the iepf authority for the recovery of shares and dividends that have been transferred to the fund. This form is available on the iepf website, which can be accessed through the official portal www iepf gov in. Once submitted online, the printed and signed copy, along with necessary documents, must be sent to the concerned company and then forwarded to the iepf authority for processing.

When Should You File Form IEPF-5?

You should file Form IEPF-5 when:

·       Your shares have been classified as iepf unclaimed shares.

·       You want to claim iepf unclaimed dividend.

·       There has been a share transfer to iepf due to 7 years of unclaimed dividends.

·       You are a legal heir, nominee, or surviving joint holder of the original shareholder.

Before starting, it is wise to do an iepf search by name or use the iepf unclaimed shares search feature on the mca iepf or iepfportal to confirm the current status of your shares.

Step-by-Step Guide to Filling Form IEPF-5

1.    Visit the Official Portal

Go to the iepf gov in portal and navigate to the ‘IEPF Form-5’ section under the ‘Forms’ tab.

2.    Download and Fill the Form

Download the latest version of iepf form5. Fill in personal details, shareholding details, company name, folio number, and details of the claim. Be sure to input accurate information to avoid rejection or status showing as iepf srn status pending for approval.

3.    Upload the Form and Generate SRN

After filling the form offline, upload it to the portal. You’ll receive a Service Request Number (SRN), which can be used to track your iepf srn status on the portal later.

4.    Print and Sign the Form

Take a printout of the submitted form, sign it, and attach all the required documents like ID proof, client master report, and proof of entitlement.

5.    Submit to the Company

Send the signed form along with documents to the Nodal Officer of the company. For example, if you are claiming reliance iepf shares, it must go to Reliance’s Nodal Officer.

6.    Company Verification and Forwarding to IEPF Authority

Once the company verifies the documents, it forwards the application to the iepf authority. If all is in order, the iepfa initiates the refund and recovery of shares from iepf.

Common Mistakes to Avoid

·       Mismatching personal details and bank account information.

·       Not sending physical documents after online submission.

·       Not checking iepf unclaimed shares list or iepf unclaimed dividend list before filing.

How Rook Capital Can Help

Rook Capital provides end-to-end assistance in iepf shares recovery. From conducting a proper iepf shares search to filling and filing iepf form5 correctly, we take care of the entire iepf claim process. We also track your iepf srn status and coordinate with the company and iepf authority, ensuring a smooth and timely iepf refund.

If you’re unsure how to recover shares from iepf, contact Rook Capital for expert support and hassle-free claims.