IEPF-5 EVR to be filed as a link form to IEPF-5 in V3 now. Nodal Officer/Deputy Nodal Officer will be able to access the IEPF-5 EVR after upgrading their user profile as Nodal/Deputy Nodal officer. i saw this in mca website .. what is this about??
Mam I have a few doubts- 1- does the CML needs to be self attested and notarized? 2- for proof of entitlement will the copy of FIR be sufficient? 3- do we have to upload ISR-1, 2 , 4 etc in the IEPF 5 form?
1. The CML must be self-attested and signed & stamped by the DP; it does not need to be notarized-only attestation is required. 2. You need to upload a copy of the FIR along with the entitlement letter you receive from the nodal officer. 3. If it's a case of lost share certificates with an IEPF claim, Form ISR-2 is mandatory to upload in the optional documents field. Other forms, such as ISR-1 and ISR-4, can be uploaded if desired but are not mandatory.
The indemnity bond generated automatically from the portal after successful IEPF form filing is preferred. Additionally, an advance receipt is no longer mandatory.
How to request the entitlement letter ? Is it different from verification report generated by the nodal officer ? Do I first need to request the entitlement letter from the company and then send the completed IEPF Form 5 to the nodal officer of the company ?
The entitlement letter and e-verification report are two separate documents. To file the IEPF form, you must first obtain the entitlement letter from the company. Once the IEPF form is successfully filed, the e-verification report is uploaded to the IEPFA by the company's nodal officer. To receive the entitlement letter, you will need to submit the required documents to the company. For detailed guidance, you can refer to our separate video available on our channel. th-cam.com/video/_WKTyAw2R6U/w-d-xo.htmlsi=p14L5NMkq8P-Qqxk
What about joint account?? And multiple folios to be added ? For an example Scenario @1 Company A Folio no :-1234 Joint Holder - 1 Joint holder - 2 Joint holder -3 Scenario @2 Company A Folio no :-1456 Joint Holder - 2 Joint holder - 1 Joint holder -3 Scenario 3 Folio no :-1478 Joint Holder - 3 Joint holder - 1 Joint holder -2( Deceased) Can i add this in a single ipef 5 filling? Can i cover this all folios in one indemnity bond?
If the company has returned the documents and there is no any changes to the indemnity bond, the stamp paper can still be used within six months from the date of purchase, as its validity is based on the purchase date. However, if the documents were not returned, a new stamp paper will be required.
In death case of a joint holder, I have received entitlement letter from company. During that time I had submitted all the required ISR forms NOW, during IEPF Form-5 is ISR FORMS required again? Like ISR-2 Also my original share certificate have lost and have received duplicate of it. Which I have submitted the original to company and kept the copy of it. Please tell if Again ANY ISR forms are required during IEPF FORM-5
If you have already submitted the required forms and documents, there is no need to resubmit them. You only need to inform the company about this in the covering letter. If you have a copy of it, you can attach it in the optional documents section.
I have 126 share of reliance industries (current market value 1.53L) and around 7k dividend, sent to IEPF. How much stamp duty should i use for indemnity bond ?
In case of joint shareholders, the iepf form 5 filled online should be attested by both the joint holders or only by the person whose name is written as the claimant?
The indemnity bond must be executed on stamp paper, with the value of the stamp duty determined by the Stamp Act of the respective state. Once the form is submitted, no modifications can be made.
Hi, I have unclaimed dividend of 4000 and 713 shares with IEPF, i need to execute bond on how much value of stamp paper NHPC is in Haryana I reside in Delhi
Mam my name is changed in documents. Means in company record my surname is Kumar while in aadhar pan my name is Singh. So what should I do now. Please reply mam.
You need to submit an affidavit for a name mismatch. Some companies require a gazette notification, while others ask for the affidavit to be attested by a Class 1 magistrate or equivalent authority. In all documents, the name must be the same, so please confirm with your company what they accept.
mam I have 4500 dividend due , out of which 3700 is transferred in IEPF, and remaining is with company. How much dividend amount should I fill in Form 5. Kindly reply mam 🙏
If the entitlement letter specifies that all amounts have been transferred to IEPF, enter all the amounts listed. If not mentioned, only enter the amounts that were actually transferred to IEPF. A discrepancy in the claimed dividend amount will not be a reason for rejection.
You have to enter the date of dispatch for the documents sent to the nodal officer and attach a scanned copy of that postal receipt. For more information, please refer to the link below: th-cam.com/video/ITTJOoTr08M/w-d-xo.htmlfeature=shared
@@ealaine_r _ i have sent all the documents to nodal officer, if everything goes well will the shares gets credited to my zerodha account, or is there any other step involved after approval on mca portal??
I already have submitted the original share certificate to the respective company. Now I only have their xerox. Can send scanned copy of these xerox. Please reply..
My IEPF 5 form rejected and I got an email now I'm re filling it than its showing you have submitted same folio in the same year please tell me how can I fill it agian
The indemnity bond and acknowledgement receipt will be sent to your registered email after successfully filing the IEPF form. The email itself serves as the acknowledgment; you just need to print, sign, and send it. The indemnity bond PDF will be attached to that acknowledgment email.
If your shares are transferred to the IEPF from your demat account, then only you must submit the transaction statement showing the debit of shares to the IEPF.
I do not have the original physical share certificate...it is with the rta ...there was name correction to be done....so i sent the original share certificate along with ISR forms to rta. What should I do now?
If the entitlement letter states that the original share certificate is being retained by us, send it with the other required documents. If not, send both the original share certificate and the entitlement letter to the nodal officer, and keep a copy for your records.
Hi , in case of SRN rejection , earlier we used to get rejection mail from MCA21, now with new portal do we still get mail ? please let me know how will we come to know its rejected and new SRN to be created ? please guide
You will receive an email and text message from MCA regarding the rejection of your SRN. This will also be visible in the 'Rejected' tab on the portal.
You can locate it in the investor section of the company's website. Here are the details for the nodal officer: Mr Parvatheesam Kanchinadham 2nd Floor, Bombay House 24, Homi Mody Street Fort, Mumbai - 400 001 Phone : +91 22 66657279 Fax : +91 22 6665 7724 Email: cosec@tatasteel.com
@@ealaine_r madam 1 more questions,in IEPF one column Is it a case covered under rule 7(8)& 7(9) of Iepf rules,2016 Yes or no (selection) What it does mean
Mam can you help me how to check srn status which we fill form using v2 portal When we check srn using v2 portal system saying it migrated in v3 but I am unable to check
Mam can you help me how to check srn status which we fill form using v2 portal When we check srn using v2 portal system saying it migrated in v3 but I am unable to check
Excellent vlog madam
You hv explained in very good simple way .
Thank you so much 🙂
Very informative video. Thanks
IEPF-5 EVR to be filed as a link form to IEPF-5 in V3 now. Nodal Officer/Deputy Nodal Officer will be able to access the IEPF-5 EVR after upgrading their user profile as Nodal/Deputy Nodal officer.
i saw this in mca website .. what is this about??
This is intended for the Nodal Officer/Deputy Nodal Officer, not for the claimant.
Mam I have a few doubts-
1- does the CML needs to be self attested and notarized?
2- for proof of entitlement will the copy of FIR be sufficient?
3- do we have to upload ISR-1, 2 , 4 etc in the IEPF 5 form?
1. The CML must be self-attested and signed & stamped by the DP; it does not need to be notarized-only attestation is required.
2. You need to upload a copy of the FIR along with the entitlement letter you receive from the nodal officer.
3. If it's a case of lost share certificates with an IEPF claim, Form ISR-2 is mandatory to upload in the optional documents field. Other forms, such as ISR-1 and ISR-4, can be uploaded if desired but are not mandatory.
@@ealaine_r thank you so much for the reply mam... This will really help a lot
Whether we may prepare indemnity bond and advance receipt in advance
The indemnity bond generated automatically from the portal after successful IEPF form filing is preferred. Additionally, an advance receipt is no longer mandatory.
While filling form 5 portal online bhi documents submit karna padega kya ..
You are required to upload scanned copies of the necessary documents while completing the form.
How to request the entitlement letter ? Is it different from verification report generated by the nodal officer ? Do I first need to request the entitlement letter from the company and then send the completed IEPF Form 5 to the nodal officer of the company ?
The entitlement letter and e-verification report are two separate documents. To file the IEPF form, you must first obtain the entitlement letter from the company. Once the IEPF form is successfully filed, the e-verification report is uploaded to the IEPFA by the company's nodal officer. To receive the entitlement letter, you will need to submit the required documents to the company. For detailed guidance, you can refer to our separate video available on our channel.
th-cam.com/video/_WKTyAw2R6U/w-d-xo.htmlsi=p14L5NMkq8P-Qqxk
Madam i dont have any entitlement letter what i should do now ? How to get the entitlement letter
Get it from company/RTA
What about joint account?? And multiple folios to be added ?
For an example
Scenario @1
Company A
Folio no :-1234
Joint Holder - 1
Joint holder - 2
Joint holder -3
Scenario @2
Company A
Folio no :-1456
Joint Holder - 2
Joint holder - 1
Joint holder -3
Scenario 3
Folio no :-1478
Joint Holder - 3
Joint holder - 1
Joint holder -2( Deceased)
Can i add this in a single ipef 5 filling?
Can i cover this all folios in one indemnity bond?
A separate IEPF form and a separate indemnity bond must be filed for each folio.
If once claim is rejected Then we have to file again indemnity bond of separately again
If the company has returned the documents and there is no any changes to the indemnity bond, the stamp paper can still be used within six months from the date of purchase, as its validity is based on the purchase date. However, if the documents were not returned, a new stamp paper will be required.
In death case of a joint holder,
I have received entitlement letter from company.
During that time I had submitted all the required ISR forms
NOW, during IEPF Form-5 is ISR FORMS required again? Like ISR-2
Also my original share certificate have lost and have received duplicate of it. Which I have submitted the original to company and kept the copy of it.
Please tell if Again ANY ISR forms are required during IEPF FORM-5
If you have already submitted the required forms and documents, there is no need to resubmit them. You only need to inform the company about this in the covering letter. If you have a copy of it, you can attach it in the optional documents section.
I have 126 share of reliance industries (current market value 1.53L) and around 7k dividend, sent to IEPF. How much stamp duty should i use for indemnity bond ?
₹500
@@ealaine_r thank you much.
Hlo bro I have also 144 shares of ril
Can I get your contact number so it can be easy for me bcuz i don't understand anything
In case of joint shareholders, the iepf form 5 filled online should be attested by both the joint holders or only by the person whose name is written as the claimant?
By all holders
Ma'am On which document should the indemnity bond be attached? And also,can it be modified after submission on the V3 portal? If yes, how?"
The indemnity bond must be executed on stamp paper, with the value of the stamp duty determined by the Stamp Act of the respective state. Once the form is submitted, no modifications can be made.
Hi, I have unclaimed dividend of 4000 and 713 shares with IEPF, i need to execute bond on how much value of stamp paper
NHPC is in Haryana
I reside in Delhi
₹500/-
@ trying to upload receipt on portal but its buffering for last 15min. Does the portal stop working during sometime in a day?
Yes, site issue
Mam my name is changed in documents. Means in company record my surname is Kumar while in aadhar pan my name is Singh. So what should I do now. Please reply mam.
You need to submit an affidavit for a name mismatch. Some companies require a gazette notification, while others ask for the affidavit to be attested by a Class 1 magistrate or equivalent authority. In all documents, the name must be the same, so please confirm with your company what they accept.
mam I have 4500 dividend due , out of which 3700 is transferred in IEPF, and remaining is with company. How much dividend amount should I fill in Form 5. Kindly reply mam 🙏
Enter the dividend information outlined in the entitlement letter.
@@ealaine_r means whole 4500. It is written in letter
If the entitlement letter specifies that all amounts have been transferred to IEPF, enter all the amounts listed. If not mentioned, only enter the amounts that were actually transferred to IEPF. A discrepancy in the claimed dividend amount will not be a reason for rejection.
How to get address of nodal officer?
From Investors Section on company website
Hi, very useful video. What is postal receipt in the portal? what needs to be updated there?
You have to enter the date of dispatch for the documents sent to the nodal officer and attach a scanned copy of that postal receipt. For more information, please refer to the link below:
th-cam.com/video/ITTJOoTr08M/w-d-xo.htmlfeature=shared
@@ealaine_r thanks for your response.
@@ealaine_r _ i have sent all the documents to nodal officer, if everything goes well will the shares gets credited to my zerodha account, or is there any other step involved after approval on mca portal??
The shares will be deposited into the account specified in point 7 of your form.
@@ealaine_r thanks !!
Scanned document receipt means what
When you send documents via post or courier, you will receive a receipt as proof of shipment. Please scan this receipt and upload it.
@ealaine_r thanks for my answer on query ....
I already have submitted the original share certificate to the respective company. Now I only have their xerox. Can send scanned copy of these xerox. Please reply..
Yes
My IEPF 5 form rejected and I got an email now I'm re filling it than its showing you have submitted same folio in the same year please tell me how can I fill it agian
How to re fill again
You can submit a new form only after one month from the date of rejection.
@@ealaine_r thank you so much
How can you sign across the original documents of the entitlement letter,?
If it’s the original, no signature is needed. For copies, you must sign. Some companies accept only originals, while others accept signed copies.
@@ealaine_r thank you because of you I am able to submit online IEPF 5,May God bless you.
Do we need to pay any stamp duty for submitting the indemnity bond?
Yes
mam i didnt got acknolwlegment receipt only indemnetity bond
The indemnity bond and acknowledgement receipt will be sent to your registered email after successfully filing the IEPF form. The email itself serves as the acknowledgment; you just need to print, sign, and send it. The indemnity bond PDF will be attached to that acknowledgment email.
Mam, should we send advance receipt on stamp paper, if necessary then how much should be stamp paper value??
It's no longer mandatory now.
@ealaine_r thank u very much mam
Mam it's new account and there is no transaction statement what should I do now?
If your shares are transferred to the IEPF from your demat account, then only you must submit the transaction statement showing the debit of shares to the IEPF.
@@ealaine_r thank u mam
I do not have the original physical share certificate...it is with the rta ...there was name correction to be done....so i sent the original share certificate along with ISR forms to rta. What should I do now?
Could you provide more details about the matter you're inquiring about?
@@ealaine_r we need to send the original share certificate along with other documents to the nodal officer....but I do not have the certificate
Please contact the RTA to obtain your original share certificate with the updated name and all necessary corrections along with an entitlement letter.
@@ealaine_r I have the entitlement letter...can I send a copy of share certificate?
If the entitlement letter states that the original share certificate is being retained by us, send it with the other required documents. If not, send both the original share certificate and the entitlement letter to the nodal officer, and keep a copy for your records.
Hi , in case of SRN rejection , earlier we used to get rejection mail from MCA21, now with new portal do we still get mail ? please let me know how will we come to know its rejected and new SRN to be created ? please guide
You will receive an email and text message from MCA regarding the rejection of your SRN. This will also be visible in the 'Rejected' tab on the portal.
Mam,if any share holder more than one, then in claiming documents submitted in online only first holder or all holder's
Primary share holder
Mam.NEW MCA PLATFORM NOT SHOWING SEARCH OF UNCLAIMED SHARES.PLEASE GUIDE ME.tq
You can search your unclaimed shares by using the "New Search Facility (Beta)" option on the IEPF portal, which requires you to register for access.
hi.. should i send all documents to IEPF as well or is it enough sendinh documents to nodal officer ??
You should send all required documents exclusively to the nodal officer and not to IEPF.
after e verification reort generated how many days it will take to credit
There is no specific timeline for IEPFA to credit shares, but you should expect a minimum wait of 12 months in normal case.
I have shares of Tata steel,who is a nodal officer?how to find out nodal officer?make video on it or answer here
You can locate it in the investor section of the company's website.
Here are the details for the nodal officer:
Mr Parvatheesam Kanchinadham
2nd Floor, Bombay House
24, Homi Mody Street
Fort, Mumbai - 400 001
Phone : +91 22 66657279
Fax : +91 22 6665 7724
Email: cosec@tatasteel.com
hii mere paas reliance k share but name cast me mismatch h kya kru unhone gajetted notification demand ki h
You need to submit the same.
How to get indemnity bond authogenerated not received our mail
Please check your spam folder, and if you don't find it there, submit a support ticket.
Madam,pahle advance receipt ka format v submit karna hota tha,now is it compulsory or not
IEPF authority has waived the requirement for an advance receipt for claimants. Submitting this receipt is no longer mandatory.
@@ealaine_r madam 1 more questions,in IEPF one column
Is it a case covered under rule 7(8)& 7(9) of Iepf rules,2016
Yes or no (selection)
What it does mean
In the event of a shareholder's death, you need to choose "yes" for that option and provide the necessary details as required.
@@ealaine_r madam what is next step if Iepf claimed and show in pending,
If it is pending for postal receipt then upload it.
Madam agar joint share holders he or agar 1st holder ki death go gayi he toh konse documents lagege?
Contact us on ruchionlineservice@gmail.com
On MCA website IEPF window is not opening
Both the MCA and IEPF portals are currently operational. Please verify your internet connection.
Where to find nodel officer address for submit documents
The address of your nodal officer can be found in your entitlement letter or on the investor relations section of the company’s website.
Maam can you tell me about format affidavit of loss of share certificate in iepf
Certainly, Share your email address.
Medam tamaro number made
Maro iepf ma claim ma problem che
Mam can you help me how to check srn status which we fill form using v2 portal
When we check srn using v2 portal system saying it migrated in v3 but I am unable to check
Mam can you help me how to check srn status which we fill form using v2 portal
When we check srn using v2 portal system saying it migrated in v3 but I am unable to check
It will be reflected in the application history of the V3 portal.
I have the CML, do i need the Master report as well then?
The Client Master Report (CMR) and the Client Master List (CML) refer to the same document.
I want your phone no apy mere case ke bareme bat karnihai
Contact us on ruchionlineservice@gmail.com
Any contact mail id mam ji
You can contact us at ruchionlineservice@gmail.com
@@ealaine_rMail done mam