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Second Quarter 2021For Your Financial HealthAdvantageA HEALTHY SOLUTION FOR YOUR PERSONAL FINANCIAL NEEDSDormant Account/Abandoned Property 498 7th Avenue 2nd Floor New York, NY 10018 Phone: (212)
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How to fill out dormant accountabandoned property

01
Gather all necessary information related to the account such as account number, account holder's details, and any supporting documents.
02
Contact the financial institution or company where the account is held to inquire about their process for claiming dormant account/abandoned property.
03
Fill out any required forms provided by the financial institution, making sure to provide accurate information.
04
Submit the completed forms and any supporting documents to the financial institution for processing.
05
Follow up with the financial institution to ensure that your claim is being processed correctly and to provide any additional information if needed.

Who needs dormant accountabandoned property?

01
Individuals who believe they may have funds in a dormant account/abandoned property.
02
Heirs or beneficiaries of individuals who have passed away and may have left funds in a dormant account/abandoned property.
03
Legal representatives or estate administrators who are responsible for handling the assets of deceased individuals.
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Dormant account/abandoned property refers to accounts or assets that have been inactive or unclaimed for a certain period of time, usually several years, and are turned over to the state for safekeeping.
Entities such as banks, financial institutions, corporations, and businesses are required by law to report and turn over dormant account/abandoned property to the state.
To fill out dormant account/abandoned property, entities must gather all relevant information about the account or property, complete the necessary forms provided by the state, and submit the required documentation.
The purpose of dormant account/abandoned property laws is to protect the rights of owners by ensuring that their unclaimed property is held by the state until they can properly claim it.
Entities must report information such as the owner's name, last known address, account number, and details of the unclaimed property.
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