O Rule 69G-20.0021, F.A.C. Page 1 of 3 FLORIDA UNCLAIMED PROPERTY ESTATE AFFIDAVIT SECTION D: Agreement and Affidavit of Beneficiaries Claim Number: EACH beneficiary (whether an heir at law or devisee) has completed and personally signed this Estate Affidavit, AGREEING to the following division of the unclaimed property described in Section A on page one of this Estate Affidavit, EVEN IF the beneficiary consents to receive a zero-dollar ($0.00) distribution. 1. Printed Name.

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How to fill out the Florida Unclaimed Property online

This guide provides clear and detailed instructions for users on how to successfully fill out the Florida Unclaimed Property Estate Affidavit online. It is designed to assist individuals with varying levels of experience in completing the necessary steps to claim unclaimed property.

Follow the steps to complete your affidavit accurately.

  1. Click ‘Get Form’ button to obtain the Florida Unclaimed Property Estate Affidavit and open it in the editor.
  2. In Section A, enter the claim number and list the account numbers for the unclaimed property, along with their respective amounts. Make sure to verify these details for accuracy.
  3. Proceed to Section B and fill in the decedent's full legal name, date of death, and social security number. Select one of the two statements regarding the existence of a will and provide the necessary supporting information.
  4. In Section C, ensure all beneficiaries are listed, including those who would receive zero dollars. Each beneficiary must sign that they agree to the conditions outlined. Verify that proper documentation connecting beneficiaries to the decedent is attached.
  5. Complete Section D by having each beneficiary provide their printed name, mailing address, relationship to the decedent, age, portion to receive, social security number, signature, and date. It is important that all information is accurate and all beneficiaries have signed.
  6. After completing the form, ensure that it is signed and dated by all beneficiaries. The completed affidavit must be sent to the Florida Department of Financial Services either by U.S. Mail or through hand delivery.
  7. Save your changes, download, print, or share the affidavit as necessary once filled out.

Start filling out your Florida Unclaimed Property Estate Affidavit online today!

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How do I find out if I have unclaimed money in Florida?

How To Find Unclaimed Money in Florida. The most accessible way to find unclaimed money in Florida is to check the unclaimed property website. Interested persons may initiate a search for unclaimed money with their last names or business name, and the database will return all outstanding unclaimed funds.

Chapter 717, Florida Statutes, requires the unclaimed property assets be held by business or government entities (holders) for a set period of time, usually five years.

Florida Unclaimed Property Currently, the Chief Financial Officer holds unclaimed property claimable accounts valued at $2 billion, mostly from dormant accounts in financial institutions, insurance and utility companies, securities and trust holdings.

You may also call us toll-free at 1-888-258-2253. How do I claim it? Follow the instructions on the claim form and mail it to our office, completed, along with the requested documentation and a copy of your photo identification.

You may visit the State of Florida's Unclaimed Website https://.fltreasurehunt.org for questions regarding third party and known owner claims and processes. You may also search their site for unclaimed property.

Comments: All reports must be submitted through the Department's Online System which can be accessed at .FLTreasureHunt.gov.

.unclaimed.org is the website of the National Association of Unclaimed Property Administrators. This is a legitimate site created by state officials to help people search for funds that may belong to you or your relatives.

The most accessible way to find unclaimed money in Florida is to check the unclaimed property website. Interested persons may initiate a search for unclaimed money with their last names or business name, and the database will return all outstanding unclaimed funds.

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