Get Nm Rpd-41202 2014-2025

Filling out the NM RPD-41202 form is an essential task for reporting unclaimed property in New Mexico. This guide will provide you with clear and concise instructions to help you complete the form accurately online.

Follow the steps to complete the NM RPD-41202 form seamlessly.

1. Click “Get Form” button to obtain the form and display it in your browser.
2. Fill out the holder information at the top of the form, including the name of your business, Federal ID number, reporting year, and address. Ensure that you provide your contact information, including a phone number and email address.
3. Number the pages of the form consecutively at the top (e.g., page 1 of 24). Enter the total number of pages on each page and total for column 7 on the last page.
4. In the first column, list the owner names alphabetically, using one block for each owner. If there are multiple owners, indicate their relationship (e.g., ‘or’, ‘and’). If an owner name is unknown, enter 'Unknown' instead.
5. In the second column, provide the last known address for each owner as recorded. If unknown, enter 'Unknown'.
6. Input the Social Security number or the Federal Tax ID number of each owner in the third column.
7. In the fourth column, enter any identifying account numbers, certificate numbers, or policy numbers associated with the unclaimed property.
8. Indicate the date of the last transaction for each owner in the fifth column, using the date of the last deposit or withdrawal.
9. Specify the relationship code for each owner in the sixth column— Sole Owner (SO), Beneficiary (BF), or Joint (JT).
10. In the seventh column, provide the total amount of unclaimed property including principal, dividends, and interest.
11. Finally, enter the appropriate property type code in the eighth column that corresponds to the description of funds.
12. Once all fields are completed, save your changes, or download and print the form for submission.

Complete your NM RPD-41202 form online today to ensure all unclaimed property is reported accurately.