Get Arizona Form 11017. Unclaimed Property Report - Schedule A - Azunclaimed

Filling out the Arizona Form 11017, also known as the Unclaimed Property Report - Schedule A, is important for reporting abandoned property with ten items or fewer. This comprehensive guide will help you navigate the form digitally, ensuring accurate completion of all necessary sections.

Follow the steps to successfully complete the Arizona Form 11017 online.

1. Click the ‘Get Form’ button to access the Arizona Form 11017. This will open the document in an online form editor for you to complete.
2. In the 'Holder Name' field, enter the name of the entity or individual reporting the unclaimed property.
3. In the 'Federal Employer Identification Number (FEIN)' field, input the FEIN associated with the holder.
4. Provide the 'Grand Total Remitted' amount, which is the total sum of all cash amounts being reported.
5. Fill in the 'Item No' for each unclaimed property item being reported.
6. Enter the 'Account #' associated with the unclaimed property.
7. Record the 'Check #' if applicable, or leave it blank if no checks are associated.
8. Select the appropriate 'NAUPA property type' from the dropdown list.
9. Input the 'Cash Amount Remitted' for each unclaimed item.
10. Include the 'Interest Rate' that applies to the funds.
11. Complete the 'Owner’s Last Name' and 'Owner’s First Name/Middle Initial' fields to identify the rightful owner.
12. Fill in the 'Owner’s Mailing Address', including city, state, ZIP code, and country.
13. If applicable, provide the 'Owner’s Tax ID (SSN or EIN)' and 'Owner’s Date of Birth' for identification.
14. Enter 'Security/Mutual Fund Name' and 'CUSIP No.' if the property is a security.
15. Provide the 'NAUPA Relationship Code' to identify the owner’s relationship to the property.
16. If the owner is deceased, complete the 'Date of Death' field.
17. For properties with multiple owners, repeat steps 11-16 in the corresponding additional owner fields.
18. After all fields have been filled out accurately, save your changes, and download the document, or print it for submission.

Complete your Arizona Form 11017 online today for efficient processing of unclaimed property.