How legal heirs can claim deceased investor’s shares and IEPF funds without a Will under SEBI simplified guidelines.
Calculate accurate market value across all folio holdings to determine court stamp duty and SEBI exemption eligibility.
Navigate complex court procedures, SEBI guidelines, and company requirements with expert legal backing.
Claim process up to Rs 5 Lakhs: Family Settlement Deed, NOC from legal heirs, and Indemnity
Claim process above Rs 5 Lakhs: Succession Certificate or Legal Heirship order
Handling multiple legal heirs and relinquishment of share rights
End-to-end documentation prepared by ClaimMyFunds legal experts
From initial genealogical research to final release of shares and dividends from the IEPF Authority.
Examine shareholdings, Will status, legal heir tree, and determine whether SEBI simplified route or Court Succession applies.
Drafting petitions, non-judicial stamp paper affidavits, Indemnity Bonds (ISR-4), NOCs, and Family Settlement Deeds.
Obtain Civil Court Succession Certificate / Probate or submit Form ISR-5 directly to RTA for transmission.
File MCA Form IEPF-5 with company Nodal Officer and receive all shares and unpaid dividends into the heir's demat account.
How legal heirs can claim deceased investor’s shares and IEPF funds without a Will under SEBI simplified guidelines. Under SEBI regulations and the Indian Succession Act, proper legal documentation protects both the company and legal heirs against competing claims.
Depending on the court jurisdiction and documentation readiness, the procedure typically takes 3 to 6 months. ClaimMyFunds fast-tracks the drafting, filing, and citation process to minimize delays.
ClaimMyFunds provides complete end-to-end legal support including petition drafting, court fee calculation, newspaper citations, family settlement deeds, and immediate liaison with RTAs and IEPF Authority once granted.
Our in-house legal experts and high-court advocates handle all paperwork, succession orders, and RTA compliance.