IEPF Claim Consultation
Old shares or unclaimed dividends in IEPF? Find out what is yours and exactly how to claim it back.
Guaranteed by 17 Apr
THE PROCESS
How Ollvy handles your IEPF Claim Consultation
Step 1: Tell us about your case
Company name, year of investment, folio number if you have it. Physical certificates or old dividend warrants if they exist. No documents needed upfront - whatever you remember is enough.
Milestone: Brief received, expert assigned
Step 2: Expert checks IEPF and MCA21 databases
Expert searches iepf.gov.in and MCA21 using your PAN, name, and company details. Confirms what shares and dividend amounts are actually credited under your name. Done before the call - you get facts, not guesses.
Milestone: IEPF balance confirmed
Step 3: 45-minute consultation call
What is claimable, what Form IEPF-5 looks like for your case, which documents you need. Direct claim vs legal heir claim vs physical certificate claim - each has different requirements. No generic script. Your case only.
Milestone: Consultation complete
Step 4: Written action plan delivered
Summary of the call plus personalised IEPF-5 document checklist. Your checklist has 5-9 items in plain language. The government list has 18 items written for lawyers. Timeline for the full claim (typically 60-90 days).
Milestone: Action plan in your order page
Tell us about your case
- Company name, year of investment, folio number if you have it.
- Physical certificates or old dividend warrants if they exist.
- No documents needed upfront - whatever you remember is enough.
Brief received, expert assigned
WHAT YOU GET
Everything included
IEPF and MCA21 database check
Without Ollvy
Hours across government portals with no guarantee of finding the right entry
With Ollvy
Confirmed within 24 hours before the call
45-minute expert call - your case only
Form IEPF-5 walked through for your specific situation. Direct claim, legal heir, or physical certificate - each mapped out.
Personalised IEPF-5 document checklist
Your checklist has 5-9 items. The government list has 18 items written for lawyers. Yours covers only what your case needs.
Written action plan with timeline
What is claimable, what to file, in what order, and realistic timeline (typically 60-90 days).
WITHOUT OLLVY
Weeks of searching. No clear answer on what you can actually claim.
Know what is claimable and how to get it - in 2 days. Action plan by 17 Apr.| Task | On your own | With Ollvy |
|---|---|---|
| Finding your IEPF balance | The IEPF portal needs the exact company registration number and folio number. Most people search and find nothing - not because there is nothing, but because the search needs precise inputs they do not have. | Ollvy expert searches the government portal and the IEPF database correctly and confirms what is actually there. Done before the call. |
| Knowing your claim type | Direct claim, legal heir claim, physical certificate claim - each has a different process. No way to know which you are dealing with until something goes wrong partway through. | Ollvy expert identifies your case type in the first 5 minutes of the call. No surprises. |
| Understanding the claim form | 18 fields, a separate instruction manual, and government help pages referencing 2016 rules that have been amended since. | Ollvy expert covers only what applies to your case. 45 minutes, not 45 pages. |
| Document checklist | Government list has 14 items. Several probably do not apply to you. Two that do apply are not on the list. | 5 to 9 items. Each explained in plain language, delivered in writing. Specific to your case. |
| What it actually costs | Free to figure out yourself - if you get it right. Mistakes cost 2 to 3 months of delay and filing from scratch. | ₹500. That's it. |
We file correctly.
Not just on time.
Others
Documents taken as-is. Query or rejection? Your problem.
Ollvy
Every document reviewed before filing. Mismatches and format issues caught upfront.
We handle the messy situations too.
Found old share certificates
Inherited shares
Company sent IEPF notice
NRI with old Indian investments
What could go wrong with IEPF
IEPF-5 rejected for data mismatch
- Form IEPF-5 requires folio number, DP ID, client ID, and company CIN matching government records exactly.
- One mismatch = rejection at the RTA stage. You find out 4-6 weeks later.
- The consultation ensures your data matches before you file.
PAN not linked to folio
- IEPF credits are matched against PAN. If original shareholder's PAN is not linked to the folio, the claim stalls.
- For inherited claims, your PAN must match legal heir records at the company.
- Consultation identifies this upfront.
Legal heirs filing before share transmission
- If shares are in physical form, they must be transmitted into your name before IEPF-5 is filed.
- Filing before transmission is the most common and most costly mistake in inherited share claims.
- Consultation maps the correct sequence for your case.
CUSTOMER REVIEWS
What customers say about IEPF
"My father had Infosys shares from 2001. I had no idea they were in IEPF or even where to start. The expert found Rs.38,000 in unclaimed dividends before the call and then explained on the call that I needed to complete the share transmission first before filing IEPF-5. Would have made a costly mistake without that."
- Suresh Raghunathan
"Found old Tata Motors certificates in a drawer after my mother passed away. Did not know if I should contact the company, go to IEPF directly, or hire a lawyer. Thirty minutes into the call I had a clear picture of what to do and in what order. The document checklist had 7 items. The government one has 18."
- Priya Venkataraman
"Very specific to my case. The expert knew exactly how a legal heir claim differs from a personal one and went through each step I needed to take. Did not waste any time on things that did not apply to me."
- Anand Krishnamurthy
COMMON QUESTIONS
Frequently asked questions
Government fees for IEPF claims
| Item | Government Fee | Notes |
|---|---|---|
| Claim form filing | Nil | No fee to file the claim form |
| Dividend refund from IEPF | Nil | Credited to your bank account |
| Share refund from IEPF | Nil | Credited to your demat account |
| Succession certificate (if needed) | Court fee, varies by state | Only if there is no registered will and no legal heirship certificate issued by local authority |
| Stamp duty on indemnity bond | Rs.100 to Rs.500 | Only if original share certificate is lost. Amount varies by state. |
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How we reviewed this page
The penalty amounts, deadlines, and regulatory requirements on this page are sourced directly from official government portals. We do not use secondary sources. When regulations change, we update the page.
- IEPF Authority
Official government portal for IEPF claims. IEPF-5 filing, credit search by PAN and company CIN, and refund status.
- Companies Act 2013 — Sections 124 and 125
Section 124: Transfer of unpaid dividends and shares to IEPF. Section 125: IEPF Authority and refund procedure.
- IEPF Authority Rules, 2016
Accounting, Audit, Transfer and Refund Rules governing Form IEPF-5, required documents, and processing timeline.
- MCA21 Portal
Company CIN lookup, IEPF credit search, and Form IEPF-5 online filing.
Last reviewed: March 2025
Penalty amounts and deadlines are manually verified against source portals when any regulatory update is announced.
₹500
₹2,000
Guaranteed by 17 Apr