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Any person, whose unclaimed
or unpaid amount has been transferred by the company to IEPF may claim their
refunds to the IEPF authority. For claiming such amount, claimant needs to file
form IEPF-5 alongwith requisite documents.
e-Form with Instruction kit
Application to the Authority for claiming unpaid amounts and
shares out of Investor Education and Protection Fund (IEPF)
Procedure to claim Refund
1. Download the form IEPF-5
from the website of IEPF (http://www.iepf.gov.in)
for filing the claim for refund. Read the instructions provided on the
website/instruction kit along with the e-form carefully before filling the
2. After filling the form
save it on your computer and submit the duly filled form by following the
instructions given in the upload link on the website. On successful uploading
an acknowledgement will be generated indicating the SRN. Please note the SRN for
future tracking of the form.
3. Take a printout of the
duly filled IEPF-5 and the acknowledgement issued after uploading the form.
4. Submit indemnity bond in
original, copy of acknowledgement and self-attested copy of e-form along with
the other documents as mentioned in the Form IEPF-5 to Nodal Officer (IEPF) of
the company at its registered office in an envelope marked "Claim for
refund from IEPF Authority".
5. Claim forms completed in
all aspects will be verified by the concerned company and on the basis of
company's verification report, refund will be released by the IEPF Authority in
favor of claimants' Aadhaar linked bank account through electronic transfer.