Tax Exemption Forms Status

As part of our Board initiative to enhance the investor experience for Senior Citizens, a Senior Citizens investor cell has been newly formed within KFINTECH to assist exclusively the Senior Citizens in redressing their grievances, complaints and queries.

The special cell shall closely monitor the complaints coming from Senior Citizens through this channel and handholding them at every stage of processing till closure of the grievance.

The Senior Citizens wishing to avail this service can send the communication with the below details to the email id, senior.citizen@kfintech.com . Senior Citizens (above 60 years of age) have to provide the following details :

• 1.  ID proof showing Date of Birth
• 2.  Folio Number
• 3.  Company Name
• 4.  Nature of Grievance

Alternatively, you can also contact our Toll-free number: 1-800-309-4006 dedicated for Senior Citizens for any queries or information

What is IEPF?

If any individual has not claimed dividends given on the Indian equity shares held by them for seven consecutive years, then the Issuer company must transfer those shares and the dividend money to Investor Education and Protection Fund (IEPF), managed by Ministry of Corporate Affairs (MCA). However, an individual can claim back those shares and dividends from MCA by following an online claim process.

How can I avoid transfer of my shares and dividend to IEPF?

Ensure that your folio is KYC compliant and demat your shares. Safeguard your folio by updating:

Special window for re-lodgement of transfer requests of physical shares :

Pursuant to SEBI circular dated July 02, 2025, a special window only for re-lodgement of transfer deeds, which were lodged prior to the deadline of 1 April 2019 and rejected/returned/not attended to due to deficiency in the documents/process/or otherwise, will be available till 6 January 2026. Re-lodged documents completed in all aspects must be lodged with the Company/RTA on or before 6 January 2026. No re-lodgement will be accepted after the said date. During this period, the securities that are re-lodged for transfer shall be issued only in demat mode subject to compliance with due process for such transfer-cum-demat requests.

For further details, please reach out at toll free no. 1-800-309-4001 or email at einward.ris@kfintech.com.

To facilitate ease of investing for investors and to secure their rights in the securities purchased by them, a special window is now open for re-lodgement of transfer deeds of physical securities for and dematerialisation (“demat”) which were sold/purchased prior to April 01, 2019.

This special window shall be open for a period of one year from February 05, 2026, to February 04, 2027 .

For clarity regarding applicability of this window, below matrix may be referred to:

Execution Date of Transfer Deed	Lodged for transfer before April 01, 2019?	Original Security Certificate Available?	Eligible to lodge in the current window?
Before April 01, 2019	No (it is fresh lodgement)	Yes
Before April 01, 2019	Yes (it was rejected/ returned earlier)	Yes
Before April 01, 2019	Yes	No
Before April 01, 2019	No	No

The securities so transferred shall be mandatorily credited to the transferee only in demat mode and shall be under lock-in for a period of one year from the date of registration of transfer. Such securities shall not be transferred/lien-marked/pledged during the said lock-in period.

For more information and clarity, you may refer to the SEBI Circular No. - HO/38/13/11(2)2026-MIRSD-POD/ I/3750/2026 dt. 30-01-2026