FORMS AND RESOURCES

Claimant Resources:
Form NameDescriptionView Link
Evidence MatrixDescriptions of evidence requirements and examplesView
Affidavit of HeirshipForm for family relationship descriptionsView
Power of AttorneyForm for power of attorney for claimsView
Release By Co-OwnerForm to authorize a co-owner to claim all funds.View
Release By HeirForm to authorize another heir to claim all funds.View

Holder Resources:
Form NameDescriptionView Link
Holder BookletUpdated instructions for holder reporting requirements and processesView
Security Transfer InformationHow to transfer securities to the Unclaimed Property DivisionView
Documentation for Manual ReportingDocuments needed for manual reporting on websiteView
Holder ReimbursementForm needed to reimburse holderView
W-9W-9 Tax document for holdersView

Sample Letters and Outreach Presentations:
Form NameDescriptionView Link
GRAMA Response mycashSample response letterView
County TreasurersPresentation describing Unclaimed Property duties and rulesView
Municipal Clerks AcademyPresentation describing Unclaimed Property duties and rulesView