Get Holder Reporting Errors - Pennsylvania Treasury - Patreasury

Filling out the Holder Reporting Errors form for the Pennsylvania Treasury is an essential process for requesting reimbursement for funds or shares submitted in error. This guide will provide clear, step-by-step instructions to assist you in completing this form accurately and efficiently.

Follow the steps to fill out the form successfully.

1. Press the ‘Get Form’ button to access the Holder Reporting Errors document and open it for editing.
2. In Part I, enter the holder information. Fill in the fields for EIN number, name of the holder, street address, city, state, zip code, contact person, telephone number, and extension.
3. Move to Part II for claim information. Enter the report year, property ID number, property code, and account/reference number or check number. If reporting in aggregate, specify the total.
4. Provide the reported owner's name exactly as it appears on the report. Indicate the reason for the error, along with the amount and number of shares involved.
5. Repeat step 3 and step 4 for any additional claims by filling in the respective fields, making sure all information is accurate.
6. In Part III, the authorized representative must certify the submission. Enter the name and title of the representative signing the form. The corporate officer should sign and date the document.
7. After completing the form, review all entries for accuracy. Once satisfied, save your changes, and you may choose to download, print, or share the form as needed.

Complete your Holder Reporting Errors form online today to ensure your reimbursement is processed swiftly.