New York Instructions for Applying for Unclaimed Funds

State:
New York
Control #:
NY-BKR-381S
Format:
PDF
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Description

Instructions for Applying for Unclaimed Funds New York Instructions for Applying for Unclaimed Funds covers several types of unclaimed money, such as bank accounts, stocks, bonds, mutual funds, insurance policies, wages, and utility deposits. To apply for unclaimed funds, individuals must first search the New York State Department of Taxation and Finance’s database. If a match is found, individuals must complete the Claim Form and provide supporting documentation. All claim forms must be sent to the Office of Unclaimed Funds, located in Albany, New York. Additional types of New York Instructions for Applying for Unclaimed Funds include: • Instructions for Claiming Unclaimed Bank Accounts: This applies to checking and savings accounts, as well as certificates of deposits. Individuals must provide a copy of their death certificate (if applicable) and a copy of the most recent statement of the account. • Instructions for Claiming Unclaimed Stocks and Bonds: Individuals must provide a copy of the stock or bond certificates, or a copy of the most recent statement, as well as a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Mutual Funds: Individuals must provide a copy of the most recent statement and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Insurance Policies: Individuals must provide a copy of the policy and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Wages: Individuals must provide proof of employment, a copy of the pay stubs, and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Utility Deposits: Individuals must provide a copy of the utility bill, a copy of the death certificate (if applicable), and proof of payment.

New York Instructions for Applying for Unclaimed Funds covers several types of unclaimed money, such as bank accounts, stocks, bonds, mutual funds, insurance policies, wages, and utility deposits. To apply for unclaimed funds, individuals must first search the New York State Department of Taxation and Finance’s database. If a match is found, individuals must complete the Claim Form and provide supporting documentation. All claim forms must be sent to the Office of Unclaimed Funds, located in Albany, New York. Additional types of New York Instructions for Applying for Unclaimed Funds include: • Instructions for Claiming Unclaimed Bank Accounts: This applies to checking and savings accounts, as well as certificates of deposits. Individuals must provide a copy of their death certificate (if applicable) and a copy of the most recent statement of the account. • Instructions for Claiming Unclaimed Stocks and Bonds: Individuals must provide a copy of the stock or bond certificates, or a copy of the most recent statement, as well as a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Mutual Funds: Individuals must provide a copy of the most recent statement and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Insurance Policies: Individuals must provide a copy of the policy and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Wages: Individuals must provide proof of employment, a copy of the pay stubs, and a copy of the death certificate (if applicable). • Instructions for Claiming Unclaimed Utility Deposits: Individuals must provide a copy of the utility bill, a copy of the death certificate (if applicable), and proof of payment.

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New York Instructions for Applying for Unclaimed Funds