Get Ca Upd-306 2022-2025

The CA UPD-306 form is essential for initiating the release process of safe deposit box contents held as unclaimed property. This guide provides clear, step-by-step instructions to help users accurately complete the form online.

Follow the steps to successfully complete the CA UPD-306 form

1. Click 'Get Form' button to access the CA UPD-306 online form.
2. Begin by entering the SCO Property ID Number, which identifies the specific safe deposit box contents.
3. Provide the name of the financial institution where the safe deposit box is held.
4. List all owners' names, starting with the first owner. Include the first name, middle initial, and last name for each owner.
5. In the section where you authorize the California State Controller’s Office, print your first name, middle initial, and last name clearly.
6. Specify the name of the individual to whom the contents will be mailed, along with their address, including city, state, and zip code.
7. Sign and date the form at the designated areas to validate the authorization.
8. After completing the form, ensure that you have any required supporting documents ready to accompany the Claim Affirmation Form.
9. Save changes to your form and prepare to download, print, or share it as needed.

Complete your CA UPD-306 form online today for a smooth property release process.