Deceased Owner Claims Checklist

More Detailed Information

Following is a quick checklist of documentation that must accompany your claim:

• Completed and signed affirmation page;
• Death certificate of the deceased owner or owners of the property;
• Copy of current photo identification for each heir;
• Proof of Social Security number for each heir;
• Proof associating the deceased owner with the last known address;
• Proof associating the deceased owner with the reporting company; and
• If probate of estate is open, the estate tax identification number and a copy of Currently Certified Letters Testamentary, dated within 6 months, appointing the executor or administrator of decedent's estate.

OR

If probate of the estate is closed, provide the estate tax identification number and a complete copy of the Court Ordered Distribution of the decedent's estate.

OR

If the distribution of the estate was not ordered by a court, provide a complete copy of the decedent's will and a completed Declaration Under Probate Code 13101.

OR

Provide a complete copy of the Trust Agreement and a copy of a document with the trust tax identification number, such as a tax return or a bank statement.

OR

If no will or Trust Agreement is available, fill out the Declaration Under Probate Code 13101 and the Table of Heirship.

Your claim must be notarized if it is $1000 or greater, is for stock or mutual funds, or safe deposit boxes. (Please note: Stock claims take longer to process than other claims.)

Mail the completed claim form and documents to the following address:

Unclaimed Property Division
P.O. Box 942850
Sacramento, CA 94250-5873

NOTE: If you are claiming property that is an uncashed check under $50, a cashier's check, or a money order, you must send in the original instrument with your claim. The original instruments are considered cash that has been canceled by the reporting institutions, and the funds are turned over to the State. Also, if you are filing a claim and know there are multiple owners on the account, please note that each owner/claimant must sign the claim form and submit the required documentation.

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