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Form Sdu-090103a - Instructions For Completing The Standardized Safe Deposit Box Inventory Form

INSTRUCTIONS FOR COMPLETING THE STANDARDIZED SAFE DEPOSIT BOX INVENTORY FORM

General Instructions for completing the Safe Deposit Box Inventory Form (SDU-090103A)

The Safe Deposit Box Inventory Form (SDU-090103A) may be prepared and submitted for each box

owner, regardless of the content value, by all holders reporting abandoned safe deposit box contents.

Each owner's contents must be reported and inventoried individually, and not commingled with the

contents of other owners.

If there are tangible contents in addition to documents and miscellaneous papers, the items must be

recorded on the Safe Deposit Box Detail Sheet (SDU-090103B). It is not necessary to submit the

detail sheet if there are no contents other than documents or miscellaneous papers.

Please type or print clearly.

Complete Section I

Complete all holder information. Provide the safe deposit box number, box owner(s) name(s), and

other pertinent information as required.

Complete Section II

Check all appropriate boxes as they relate to the contents being inventoried.

Complete Section III

Inventories should be prepared, signed, and dated in dual custody.

Complete Section IV

Complete this section if the contents are claimed by the box owner(s) or heirs prior to escheatment.

Rev. 01/2011

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Form Sdu-090103a - Instructions For Completing The Standardized Safe Deposit Box Inventory Form