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Utah Organizing your Personal Assets Package

Category:
Personal Planning
State:
Utah
Control #:
UT-P086-PKG
Format:
Word; 
Rich Text
Instant download
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Description

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!



Included in your package are the following forms:


  1. Cash Flow Statement

  2. Retirement Cash Flow

  3. Personal Monthly Budget Worksheet

  4. Personal Property Inventory

  5. Personal Planning Information and Document Inventory Worksheets - A Legal Life Document

  6. General Durable Power of Attorney for Property and Finances Effective upon Disability

  7. Sample Letter for Request for Credit Report

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FAQ

For most states, the dormancy period is five years. When property is officially designated by the state as abandoned or unclaimed, it undergoes a process known as escheatment, where the state assumes ownership of that property until the rightful owner files a claim.

Use official state government websites to conduct free searches. It's free to search, if you use your official state government's unclaimed property website. Use the interactive map below to go directly to your state's official program website. From there, you can conduct a free search for your unclaimed property!

The Utah State Treasurer is a state-wide elected constitutional officer and serves Utah as part of its executive branch of state government. Serving a four-year term, the treasurer is the state's chief financial officer and is responsible for the prudent financial management of billions of taxpayer dollars.

Visit mycash.utah.gov to search for unclaimed property and start your claim or call (801) 715-3300.

Search For Unclaimed Money in Your State Start your search for unclaimed money with your state's unclaimed property office. Search for unclaimed money using a multi-state database. Perform your search using your name, especially if you've moved to another state. Verify how to claim your money.

After one year or more, those assets are unclaimed and go to the state. That money is lawfully protected and kept by the state to be returned to the owner rather than reverting back to the party who initially distributed the money. In most states, the money is generally held until the owner is found.

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Processing time: State law gives California up to 180 days from when you submit a completed claim, but cash only claims are sometimes processed in 30 to 60 days.

The States want to get the unclaimed property to The Rightful Owner, and, unfortunately, there is always someone out there that wants property that is not theirs to claim, so the States are diligent in the investigation of a claim. They will request information to prove your claim and that you are The Rightful Owner.

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