Get Sample Filled Iepf Form 5 2020-2026

Filling out the Sample Filled Iepf Form 5 online is an important step for individuals seeking to claim unpaid amounts and shares from the Investor Education and Protection Fund. This guide provides a clear and structured approach to each section of the form to ensure a smooth and accurate submission.

Follow the steps to successfully complete the Iepf Form 5 online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the particulars of the applicant in section 1. Fill in the required fields for the name, address, phone number, mobile number, and email ID, noting that fields marked with an asterisk (*) are mandatory.
3. Move to section 2, which requests particulars of the company or bank from which the amount is due. Enter the corporate identity number (CIN) or bank corporate identification number (BCIN), the name, address of the registered office, and email ID of the company or bank.
4. In section 3, provide details of the shares claimed by filling in the folio number or DP ID-Client ID-Account number.
5. Section 4 requires details of the amount claimed. Refer to the categories listed, such as dividend amount and matured deposits, and fill in the respective amounts in Rupees as applicable.
6. Section 5 seeks your Aadhaar number or passport/OCI/PIO Card number, particularly important for NRIs or foreigners.
7. Complete section 6 with details of your bank account where the refund of the claim will be made. This includes your bank account number, bank name, branch, type of account, and IFSC code.
8. Finally, ensure that you review the declaration statement and confirm that all the information you have provided is accurate and complete. After reviewing, save your changes.
9. Once the form is completed, users can download, print, or share the form as necessary. Make sure to prepare the required attachments to send to the Nodal Officer (IEPF) at the registered office.

Complete your documents online to ensure a timely and efficient process.