Get the free UNCLAIMED FUNDS AFFIDAVIT - Waukesha County Wisconsin - waukeshacounty

TREASURER IS OFFICE PAMELA F. REEVES County Treasurer THERESA M. SCHULTZ Deputy Treasurer WAUKESHA COUNTY 515 W. Moreland Blvd., Room 148 Waukesha, WI 53188 Phone: (262) 5487029 Fax: (262) 8968037

How to fill out unclaimed funds affidavit

How to fill out unclaimed funds affidavit:

1. Gather all necessary information: Start by collecting all relevant details such as your personal identification information, the name of the entity holding the unclaimed funds, and any proof or documentation you may have related to the funds.
2. Obtain the correct form: Contact the appropriate government or agency responsible for handling unclaimed funds in your jurisdiction and request the official unclaimed funds affidavit form. This can usually be found on their website or by contacting their office directly.
3. Read the instructions: Take the time to thoroughly read through the instructions provided with the form. This will help you understand the requirements and ensure that you complete the affidavit correctly.
4. Provide personal information: Begin filling out the form by entering your personal information, such as your full name, address, phone number, and social security number. Make sure to accurately and legibly provide this information.
5. Detail the unclaimed funds: In the appropriate section of the affidavit, provide all the necessary details about the unclaimed funds, including the name of the entity holding the funds, the amount or description of the funds, and any other relevant information you have regarding the funds.
6. Include supporting documentation: If you have any supporting documentation, such as old account statements, correspondence, or proof of ownership, make copies and attach them to the affidavit. This additional evidence can strengthen your claim.
7. Sign and notarize the affidavit: After completing the form, sign it in the designated area. In some cases, you may need to have your signature notarized by a certified notary public. Check the instructions or contact the appropriate agency to verify if notarization is required.
8. Submit the affidavit: Once you have filled out the affidavit and properly signed it, submit it to the appropriate government or agency responsible for handling unclaimed funds. Follow their specified submission instructions, whether that be by mail, online submission, or in-person drop-off.

Who needs unclaimed funds affidavit:

1. Individuals with potential unclaimed funds: Anyone who believes they may have unclaimed funds held by a government or financial institution can benefit from filling out an unclaimed funds affidavit. This includes individuals who may have forgotten about old bank accounts, insurance policies, investments, or other financial assets.
2. Legal heirs or representatives: If a deceased relative or someone you legally represent had unclaimed funds, you may need to fill out an unclaimed funds affidavit on their behalf. This usually requires presenting appropriate documentation, such as a death certificate, proof of estate representation, or power of attorney.
3. Businesses or organizations: In some cases, businesses or organizations may also have unclaimed funds that they need to claim. This may occur when a business closes, merges, or restructures, leaving behind unclaimed assets that need to be reclaimed through an affidavit process.

Remember, the specific requirements and procedures for filling out an unclaimed funds affidavit may vary depending on your jurisdiction and the entity holding the funds. It is advisable to consult with the appropriate government or agency to ensure you are following the correct process.

For pdfFiller’s FAQs

What is unclaimed funds affidavit?

Unclaimed funds affidavit is a legal document used to report unclaimed funds held by an organization or individual.

Who is required to file unclaimed funds affidavit?

Any organization or individual holding unclaimed funds may be required to file an unclaimed funds affidavit.

How to fill out unclaimed funds affidavit?

To fill out an unclaimed funds affidavit, you will need to provide information about the unclaimed funds being held and submit the form to the appropriate authority.

What is the purpose of unclaimed funds affidavit?

The purpose of unclaimed funds affidavit is to report and remit unclaimed funds to the rightful owners or to the state as required by law.

What information must be reported on unclaimed funds affidavit?

The information that must be reported on an unclaimed funds affidavit typically includes the amount of unclaimed funds, the name of the owner, and the last known address.

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