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NOTICE OF UNCLAIMED FUNDS PLEASE TAKE NOTICE that Portage County Treasurer, THOMAS JM ALLISON, pursuant to Section 59.66 Wis. Stats., is required to publish in Portage County a Class 1 notice, under
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01
To fill out a notice of unclaimed funds, follow these steps:
02
Begin by gathering all the necessary information, such as the name and contact details of the person or organization that is owed the funds.
03
Write a concise and clear description of the unclaimed funds, including the amount and any relevant details about the source of the funds.
04
Include any supporting documents or evidence that may be required to prove the ownership or entitlement to the funds.
05
Provide a deadline for the recipient to claim the funds, and specify the process or requirements for doing so.
06
Include your own contact information and any additional instructions or notifications that may be necessary.
07
Review the completed notice of unclaimed funds for accuracy and completeness.
08
Print and sign the notice, and make copies for your records.
09
Send the notice to the appropriate recipient(s) using a reliable delivery method, such as certified mail with a return receipt.
10
Keep a record of when and how the notice was sent, as well as any responses or actions taken in relation to the unclaimed funds.
11
Follow up with the recipient if necessary to ensure that the funds are claimed or appropriately handled.

Who needs notice of unclaimed funds?

01
A notice of unclaimed funds is typically needed by:
02
- Financial institutions or banks that are holding unclaimed funds belonging to their customers.
03
- Executors or administrators of estates who have identified unclaimed assets or funds.
04
- Government agencies or departments responsible for managing unclaimed funds or assets.
05
- Legal professionals involved in the distribution or settlement of funds or assets.
06
- Individuals or organizations who have identified unclaimed funds and need to notify the rightful owner or beneficiary.
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Notice of unclaimed funds is a legal document that businesses and organizations are required to file when they hold unclaimed funds, typically from dormant accounts or uncashed checks, for a certain period of time.
Businesses and organizations that hold unclaimed funds are required to file notice of unclaimed funds.
Notice of unclaimed funds can be filled out by providing information about the business or organization, the amount of unclaimed funds held, and contact information for the entity holding the funds.
The purpose of notice of unclaimed funds is to notify potential owners of unclaimed funds that they have a right to claim the funds before they are escheated to the state.
Information such as the name of the business or organization holding the funds, the amount of unclaimed funds, the last known address of the owner, and contact information for the entity holding the funds must be reported on notice of unclaimed funds.
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