Unclaimed Property Tax Refund Claim Form Page 3

Download a blank fillable Unclaimed Property Tax Refund Claim Form in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Unclaimed Property Tax Refund Claim Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

3. REQUIRED SUPPLEMENTAL DOCUMENTATION
A. PROOF OF OFFICER'S TITLE
If the refund is payable to
an
organization, rather than
an
individual, evidence to
substantiate
the
signor's
position within the organization must be provided. Examples of
such evidence
include the following: a business card displaying the officer's title, a
partnership agreement, articles of organization, etc.
B. PROOF OF ACQUISITION (OR
MERGER)
If the refund is payable to a company that has
since
been
acquired
by (or merged with)
another company, the acquiring company must provide legal evidence of such acquisition
(or merger).
C. POWER OF ATTORNEY
If
the
payee utilizes a third-party agent (such as an
asset
recovery company) to file a claim, a
notarized Power of Attorney must be submitted to the County and
signed
by the
same
person
who
signed
the claim
form(s).
4. CLAIM
FORM
SUBMISSION AND REVIEW
The completed claim form(s), required identification and
supplemental information
should be
mailed or delivered to:
Dan
McAllister
San Diego County Treasurer-Tax Collector
I
ATTN: Financial Division
Property
Tax
Refund Claim
1600 Pacific Highway, Room162
San Diego, CA 92101
QUESTIONS
If you have any questions regarding a claim or the
submission of
an Unclaimed Property Tax Refund
Claim Form, please call
(619)
531-5813 for further assistance.
Last Revision: 2 / 2 6 / 1 5
3

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 3