Get So Much Of The Recommendations Of The Department Of The State Treasurer (house, No

Filling out the So Much Of The Recommendations Of The Department Of The State Treasurer (House, No. 21) form is a key step for individuals involved in unclaimed property agreements. This guide provides clear, step-by-step instructions to help users efficiently complete the form and ensure compliance with Massachusetts regulations.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. Review the introductory section of the document to understand the purpose and context of the form. This section outlines the background related to consumer protection for unclaimed property.
3. In Section 13, carefully read the definitions to ensure you understand the types of agreements covered and the requirements for enforceability.
4. Complete the agreement details, including: 1) the nature and underlying value of the property, 2) a clear description of services to be performed, and 3) the signature of the owner, ensuring it is notarized.
5. Provide specific information about the property, such as the type, original holder, property ID, and the value or amount of the property being claimed.
6. Include the fees and costs associated with the services in the agreement. Ensure this does not exceed ten percent (10%) of the property's recovered value.
7. Indicate that the property is held by the Massachusetts State Treasurer’s Unclaimed Property Division, as required.
8. If applicable, ensure registration with the Unclaimed Property Division is completed annually, including all required documentation and the registration fee of $100.
9. Review all information for accuracy and completeness. Once finalized, save your changes, then download, print, or share the form as needed.

Complete your documents online to enhance your experience and ensure compliance.