Unclaimed Property Tax Refund Claim Form Page 2

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Claim Instructions and Information
I. GU1DELINES OUTLINING WHO IS AUTHORIZED TO SIGN
THE CLAIM
FORM
A. Individual. If the payee named on the refund
is
an individual, that person must
sign
the
claim form.
If there
are multiple payees
listed
on the refund, then each must
sign
the
claim form.
B.
Corporation.
If the refund is payable to a
corporation
(including
Non-Profit
Corporate
structures), the claim form must be
signed
by an officer of the corporation.
C. Partnership. If the refund
is
payable to either
a
General Partnership or a Limited Partnership,
then the claim
form
must be signed by a General Partner of the organization. A Limited
Partner is approved to
sign the claim
form only if this person has been specifically
authorized by the partnership to participate in the
control
and management
of
the business.
D. Limited Liability Company.
If
the refund is payable to a Limited Liability Company, the
claim form must be
signed
by a Managing Member of the organization. A Manager is
approved to sign the claim form only if
this
person has been specifically authorized by the
membership to participate in the control and management of the business.
E. Sole Proprietorship.
If the
refund is payable to a Sole Proprietorship, the claim form
must be signed by the owner of the business.
F. Government Agency.
If
the refund is payable to a Government Agency, the claim form
must be
signed
by an officer of the agency.
G. Trust. If the refund
is payable
to a Trust, the claim form must be
signed
by each individual
who has been appointed as
a
trustee. Required
supporting
documentation includes a copy of
the Trust Agreement that gives the names of each trustee.
H. Estate/Deceased Payee. If the refund is payable to a deceased individual or to the estate of
a deceased person, the claim form must be signed by either the executor or the
administrator of the estate. Required supporting documentation includes a copy of the
Death Certificate and
evidence
of appointment as executor or administrator.
2. REQUIRED IDENTIFICATION
Individuals:
Copy of current photo identification
(i.e.
current driver's license).
Businesses:
Copy
of current photo identification for the authorized officer or
official
claiming on behalf of the
company
on
official
letterhead
and a current business card.
Heir or Asset Finders:
A notarized Power of Attorney
signed
by the
same
person who
signed
the claim form(s).
In
addition, a copy of the
agreement
between the Asset Finder and claimant is required.
Last Revision: 2 / 2 6 / 1 5
2

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