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UNCLAIMED PROPERTY ADMINISTRATION (UPA)
DECEDENT CLAIM DOCUMENTATION DETAILS

If you placed a claim on property that is in the name of a deceased person, you will be requested to provide specific documentation that proves your identity and/or that you have the legal capacity to complete a claim on behalf of the decedent. The documentation listed below are examples of the types that may be requested. Please do not provide the UPA with any documentation unless it is request by the UPA through formal correspondence (claim packet).


Types of Documentation Requested (click to expand and close)


Probate Documents
 
Official Identification
 
Administrator/Executor SSN
 
Deceased SSN/FEIN
 
Proof of Reported Address
 
Death Certificate
 
Original Stock Certificate/Statement
 
Trustee
 
Indemnity Bond
 
Bearer Bonds and Coupons
 
Stock Liquidation
 
Stock Sale/Re-Registration
 
Original Document
 
Gift Card
 
Multiple Owners
 
Transfer and Assignment of Interest
 
Court Order
 
Turnover Order
 
Deceased Claim with Multiple Owners
 
Divorce Decree
 
 
Personal Claim l Decedent Claim l Claim on Behalf of Someone Else l Corporate Claim


Last Updated: Monday, 06/09/14

 


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