Unclaimed shares and dividends · Updated 13 September 2026
How to recover shares and dividends transferred to IEPF
A practical starting guide to IEPF share recovery: verify the transfer, prepare IEPF-5, coordinate company verification and receive demat credit.
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A practical step-by-step route
- 1
Verify the IEPF record
Search the official records and reconcile the holder name, company, folio and transferred shares or amounts. Similar names are not enough to establish a claim.
- 2
Resolve claimant identity
If the registered holder has died or details have changed, determine with the company whether transmission or corrections must accompany or precede the claim.
- 3
Prepare the IEPF-5 filing
Use the current web form and portal instructions. Enter company, claimant, bank and demat details carefully because inconsistencies can delay verification.
- 4
Complete company verification
Send or upload the documents requested under the current process and coordinate with the company’s nodal officer while it verifies and submits its report or EVR.
- 5
Track the Authority decision
Monitor the claim and respond to deficiencies. Approved cash and shares are released through the bank and demat details accepted for the claim.
Start locating these
- Company, folio and transferred share/dividend details
- IEPF-5 acknowledgement and current portal-generated documents
- PAN, address and bank proof of the claimant
- Demat Client Master List or account proof requested by the portal/company
- Transmission or succession papers where the registered holder has died
Avoid these expensive mistakes
- Do not file against a company or folio until the transferred record is reconciled.
- Do not rely on outdated third-party form packs when the portal process changes.
- Do not assume submitting IEPF-5 alone completes company verification.
Official sources
Procedures can change. Use the issuer/RTA’s current checklist together with these primary sources.
Common questions
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Related physical-share guides
This guide provides general procedural information, not confirmation of title, ownership or final eligibility. The issuer, RTA, Depository Participant, IEPF Authority or other competent authority decides the case after reviewing records.