Identify the holding
Review company name, folio or demat details, shareholder records, unpaid dividends and available supporting evidence.
Investor asset assistance
Shares moved to IEPF? Start with a clear claim path.
Independent assistance for IEPF-5 filing, company verification, unpaid dividends and shares transferred to the Investor Education and Protection Fund.
IEPF-5Unpaid dividendsSharesPhysical holdingsLegal heirsClaim tracking
What the process involves
A claim is more than filling one form.
An IEPF claim may involve old folio details, company records, identity and bank documents, demat readiness, transmission formalities and coordination with the company’s Nodal Officer.
The official claim begins through webform IEPF-5 on the MCA portal. The concerned company verifies the claim before the IEPF Authority processes the eligible refund of shares or amounts.
Read the official IEPF-5 instruction kit ↗Where assistance helps
Organise the claim before submission.
Build the document set
Organise PAN, identity, bank and demat details, entitlement information and case-specific declarations or supporting documents.
Follow the verification path
Support communication and status follow-up with the company or its registrar and understand IEPF resubmission or clarification requirements.
Typical claim journey
From old records to an official claim.
01 · REVIEW
Initial case review
Understand whether the matter concerns unpaid dividends, shares, transmission or a combination.
We begin with available records and identify likely gaps. No original document, password or OTP should be shared through the website enquiry form.
02 · RECTIFY
Resolve prerequisite issues
Name, signature, folio, transmission, demat or bank mismatches may need attention first.
The exact sequence depends on the company, registrar, holding format and whether the claimant is the shareholder, nominee or legal heir.
03 · FILE
Submit IEPF-5
File the official webform and preserve the acknowledgement and SRN.
The required documents are then provided to the concerned company as applicable for verification and onward reporting.
04 · FOLLOW
Track and respond
Monitor the case and respond to valid clarification or resubmission requests.
Approval and processing remain with the company and IEPF Authority; timelines vary by the facts and completeness of each case.
Frequently asked
IEPF claims, explained carefully.
Yes, a legal representative may apply subject to the applicable succession or transmission process and complete supporting documents. The exact requirements depend on the case.
No. Every claim is examined on its facts and documents. Approval, refund and timelines are determined by the concerned company, IEPF Authority and applicable rules.
No. Arvitha provides independent documentation and process assistance. It is not appointed, authorised or empanelled by the IEPF Authority for claims.
Important: Arvitha provides independent process assistance and does not guarantee claim approval, recovery or a completion timeline. The applicant may also complete the IEPF process directly using official MCA and IEPF resources.