What Is IEPF and Form 5?

  IEPF Claim Process: Latest Rules & Amendments (2025 Update) The Indian government's permanent dedication to investor protection, automation, and process efficiency is reflected in the most recent rules and changes to the IEPF claim process. In 2025, the investor protection fund Authority (IEPFA) passed a number of important reforms to speed up refunds, decrease fraud, and expedite claims. 1. Digital Portal Rollout & Low-Value Claim Simplification IEPFA is launching an integrated digital portal that streamlines claim submissions and grievance redressal. In order to provide an effective experience, this portal links companies, banks, and PFMS. Low-value claims are being prioritized with simplified procedures, and a dedicated call center will support claimants throughout the process. Press Information Bureau TaxTMI 2. Excel format is needed for submission of the IEPF-1A form. Business are required by Rule 5(4A) to file Form IEPF-1A using the given Excel template in order t...

  What is IEPF and how can I easily claim my unclaimed shares? Your investments in dividends or shares may have been sent to the Investor Education and Protection Fund (IEPF) if they not been claimed for a number of years. Many investors are unaware of this, which often leads to confusion when they try to access their rightful money later. To help you understand, let’s break down what is IEPF and how you can claim your unclaimed shares with ease. What is IEPF? The company law of 2013 created the Investor Education and Protection Fund, or IEPF for short.  The Indian government's Ministry of Corporate Affairs (MCA) is in charge of managing it.  Protecting investors' interests and to avoid the misuse of their unclaimed investments are the main goals of the IEPF. If a shareholder does not claim dividends, matured deposits, debentures, or shares for seven consecutive years, these are transferred by the company to the IEPF. By means of a formal claim procedure, investors or th...

  IEPF Claim Process: Latest Rules & Amendments To secure investors' interests, the government setup the Investor Education and Protection Fund (IEPF).  Companies are required to transfer dividends, matured deposits, loans, or shares to the IEPF if they go unclaimed for seven years in a row.  By making a claim, investors or legal heirs could get these funds back. Over the years, the government has made several changes to simplify the procedure, and understanding the Latest Rules & Amendments in the IEPF claim process is essential for a smooth recovery. Why the IEPF Claim Process Matters Unclaimed dividends and shares often result from misplaced share certificates, address changes, or the demise of an investor. Without proper awareness, families risk losing valuable investments. The IEPF claim process ensures these assets are not lost forever and can be reclaimed legally with proper documentation. Latest Rules & Amendments You Should Know The Ministry of Corpo...

  How to Easily Claim Your Unclaimed Shares and What is IEPF When investors buy company shares, they often receive dividends, bonuses, or rights issues. However, sometimes these benefits remain unclaimed due to reasons like outdated contact details, lost share certificates, or the investor’s passing away. Over time, these unclaimed dividends and shares are transferred to the Investor Education and Protection Fund (IEPF), a government initiative to safeguard investor wealth. Understanding IEPF The Investor Education and Protection Fund (IEPF) was formed by the 2013 company law. Its main objective is to ensure that unclaimed dividends, matured deposits, debentures, and shares are protected until the rightful owner comes forward to claim them. If dividends on shares are not claimed for seven consecutive years, both the dividend amount and the related shares are transferred to the IEPF Authority. This ensures that idle investor money does not remain with companies indefinitely. Why Sha...