Identifies unclaimed property belonging to the client in federal, state and local unclaimed property administrative agencies.
Complete the necessary research to prove the property is owned by the client and we assemble the pertinent documentation required by each administrative agency.
Delivers the forms and documentation to the designated officer of the client for the signatures needed.
Forwards the completed claim forms to the proper administrative agency and requests a reimbursement of the unclaimed property; acting as a conduit for any additional requested information until the funds are recovered.
APR’s Data Needs:
Name of the corporate officer who will execute the signatures.
Address where the unclaimed property correspondence can be received and easily re-directed to APR, usually that same officer’s address.
Name of the officer’s administrative assistant.
Copy of the signing officer’s business card.
List of all affiliated organizations and merger history.
If available, a copy of Federal Tax Form 851 – Affiliations Schedule.