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Get Claim Information Affidavit - Securities. Claim Information Affidavit - Securities
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How to fill out the CLAIM INFORMATION AFFIDAVIT - SECURITIES online
Filling out the CLAIM INFORMATION AFFIDAVIT - SECURITIES can seem daunting, but this guide will walk you through each section of the form to ensure you provide the necessary information accurately. This document is integral for claiming unclaimed funds related to securities in New York.
Follow the steps to complete your affidavit.
- Click the 'Get Form' button to obtain the form and access it in the designated editing platform.
- In Part A, enter the date of the abandoned property report in the first blank (1) and the organization name in the second blank (2). Complete the financial details, including the report amount (3) and receipt number (4).
- Provide the period ending date in blank (5) and the tape sequence or diskette counter number in blank (6). Fill in the amount of the securities in blank (7) and the specific type of property in blank (8).
- Indicate the bond/security issue in blank (9) and the coupon number(s) in the next blank (10). Complete the face value per bond/coupon in blank (11), and detail early redemption due date in blank (12). Enter the total value per security/bond in blank (13), followed by the reported name in blank (14).
- In the final section of Part A, enter the amount due in blank (15) and ensure the preparer’s signature is provided at the bottom. Add the employer's tax identification number and daytime phone number.
- In Part B, the person entitled to the funds must complete the section by signing, entering their present address, tax identification number, daytime telephone number, and an optional email address.
- Make sure to have the document notarized in both Part A and Part B. The notary should sign and date the affidavit appropriately.
- Finally, review the entire document for accuracy and completeness, then save your changes. You can download, print, or share the final affidavit as required.
Complete your CLAIM INFORMATION AFFIDAVIT - SECURITIES online to claim your unclaimed funds today!
Related links form
Visit the Search for Lost Money online service on the New York State Office of the State Comptroller's website. Enter your name or the name of the business or organization you're searching for. Click Search.
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