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Unclaimed Property Reporting Form - Free Finance Template | ZenBuild | ZenBuild

Templates→Finance→Unclaimed Property Reporting Form

Unclaimed Property Reporting Form

Report unclaimed or dormant financial property to the appropriate state authority for escheatment.

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Unclaimed Property Reporting Form

Report unclaimed or dormant financial property to the appropriate state authority for escheatment.

Reporting Entity Name*

EIN*

Contact Name*

Email Address*

Property Type*

Original Owner Name (if known)

Property Amount ($)*

Last Known Contact Date with Owner*

State to Report To*

Documentation of Due Diligence Attempts*

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Additional Notes

Template Details

CategoryFinance

Fields11

Uses0

Views1

unclaimed propertyescheatdormant accountscompliance