IEPF Refund Documents: Complete Checklist & Easy Process

The IEPF refund process becomes effortless with a complete checklist of required documents. Investors need to submit Form IEPF-5, identity proof, address proof, bank details, and ownership certificates. Following this simple, step-by-step process ensures accurate verification and faster approval. With proper documentation, claiming unclaimed shares and dividends becomes quick, transparent, and completely hassle-free.

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SUBMISSION
SUBMISSIONIEPF Refund
Documents: Complete
Checklist & Easy Process
The process begins by
filling out Form IEPF-5
available on the official
IEPF portal. This form
includes essential details
about the claimant,
shares, and company
information
IDENTITY
IDENTITY
Applicants must attach
valid identity proof
such as an Aadhaar
card, PAN card, or
passport. This helps
verify the claimant’s
authenticity
ADDRESS PROOF
ADDRESS PROOF
A recent utility bill,
Aadhaar card, or bank
statement serves as
address proof. This
document helps IEPF
authorities confirm the
applicant’s current
ACCOUNT DETAILS
ACCOUNT DETAILS
The investor must provide
a cancelled cheque or
bank passbook copy from
the linked account. This
ensures the refunded
amount or shares are
transferred to the correct