FORMS AND RESOURCES
Claimant Resources:
Form Name | Description | View Link |
---|---|---|
Evidence Matrix | Descriptions of evidence requirements and examples | View |
Affidavit of Heirship | Form for family relationship descriptions | View |
Power of Attorney | Form for power of attorney for claims | View |
Release By Co-Owner | Form to authorize a co-owner to claim all funds. | View |
Release By Heir | Form to authorize another heir to claim all funds. | View |
Holder Resources:
Form Name | Description | View Link |
---|---|---|
Holder Booklet | Updated instructions for holder reporting requirements and processes | View |
Security Transfer Information | How to transfer securities to the Unclaimed Property Division | View |
Documentation for Manual Reporting | Documents needed for manual reporting on website | View |
Holder Reimbursement | Form needed to reimburse holder | View |
W-9 | W-9 Tax document for holders | View |