IEPF Share & Dividend Recovery

About this service

When dividends on shares remain unpaid or unclaimed for seven consecutive years, the company transfers those dividends, and the related shares, to the Investor Education and Protection Fund Authority (IEPF). The good news is that the transfer does not cancel your ownership. As the original shareholder, or as a legal heir, you can apply to get them back.

The claim involves an online application, supporting documents and coordination with the company and the IEPF authority. A small mistake in the paperwork can cause the claim to be returned. Vitt Management guides you through each stage, prepares your documents and follows up until the claim is resolved.

Who this is for

• You received dividends in the past but stopped receiving them
• Your company shares or dividends were transferred to IEPF
• You inherited shares from a family member whose holding may now be with IEPF
• You hold old share certificates and are not sure of their current status
• A company or its registrar has asked you for documents and you do not know where to start

How we help

1. 1

   Check the status

   We trace your holding and confirm whether your shares or dividends have been transferred to IEPF.

2. 2

   Assess eligibility

   We review whether you are the original holder or a legal heir, and list exactly what is needed.

3. 3

   Prepare the claim

   We help you fill in the online claim form (Form IEPF-5) and organise the supporting documents.

4. 4

   Submit and coordinate

   We help you submit the claim and coordinate with the company's nodal officer and the IEPF authority.

5. 5

   Track until resolved

   We follow up on queries or deficiencies and keep you updated until the shares or dividends are credited.

Documents commonly needed

The exact list depends on your case. We will confirm what applies to you.

• PAN card of the claimant
• Proof of identity and address, such as Aadhaar or passport
• Bank account details with a cancelled cheque or bank statement
• Demat account details (client master list) for receiving shares
• Old share certificates, dividend warrants or folio details, if available
• For legal heirs: death certificate and proof of relationship, such as a legal heir certificate, succession certificate or will
• Indemnity bond and other forms as required for your case

Frequently asked questions

This page is general guidance, not legal or financial advice. Requirements differ between companies and cases, and we cannot guarantee any outcome.