Agreement to Attempt to Locate Unclaimed Property of Client 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the date of the agreement in the designated field. This is crucial for establishing the timeline of your contract.
  3. Fill in the name of the company and its address. Ensure accuracy as this identifies the party responsible for locating unclaimed property.
  4. Next, input the client's name and address. This section confirms who is granting authority to the company.
  5. Review each clause carefully, especially those regarding compensation and reimbursement. Fill in any percentage fee that applies to your agreement.
  6. Sign and date where indicated, ensuring all parties involved have their signatures recorded accurately.
  7. If required, complete the notary section at the end of the document for legal validation.

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Its legit. Companies are required by law to send these notices of unclaimed property. Theyre asking to confirm your information so they dont send a check to where you dont live anymore.
California law requires corporations, businesses, associations, financial institutions, and insurance companies (referred to as holders) to annually report and deliver property to the State Controllers Office if there has been no activity on the account or contact with the owner for a specified period of time (
0:14 1:14 However this process can be complicated. And may require legal assistance.MoreHowever this process can be complicated. And may require legal assistance.
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