01
Identify the correct property
Confirm the property record and the official government agency or program holding it.
Your choice
You can claim without us.
Eligible owners can generally investigate and submit their own claims directly to the relevant government unclaimed-property program or agency.
Processes vary.Use the official agency’s own instructions and contact details. This page is general information, not claim advice.
An independent route
You do not have to use Recover and Retain.
If you claim directly, you remain responsible for preparing and supporting your own claim. The relevant agency may provide instructions, forms, FAQs, or general assistance, but you manage the claim and its evidence.
02
Determine the required supporting evidence
Read the agency’s claim instructions and identify the identity, ownership, business, or other evidence it requires.
03
Obtain the documents
Collect the records and supporting documents needed to establish your connection to the property.
04
Complete the forms
Prepare the claim forms and any declarations or supporting information required by the agency.
05
Arrange notarization where required
Follow the agency’s instructions and arrange any required notarization yourself.
06
Submit the claim
Send the completed claim and supporting evidence through the official channel specified by the agency.
07
Respond to government requests
Answer requests for additional evidence or documentation through the agency’s official process.
08
Track the claim
Keep copies, note any reference number, and follow the claim status using the official contact channel.
The managed alternative
Claim it yourself or let us help manage the process.
Prefer help with the process? Recover and Retain can assist with the work around a possible claim.
- We help identify and organize the required documentation.
- We help prepare the claim package and follow-up.
- For the California claims we handle, we arrange a mobile notary at a convenient time and location.
Protect your information.
Only provide sensitive identity or financial information through a channel you have independently verified as belonging to the relevant government agency. Requirements vary by jurisdiction.
Prefer help with the process?
Recover and Retain offers a managed alternative: we can assist with research, identifying required documentation, preparing the claim package, coordinating signatures, arranging the mobile notary, and assisting with follow-up. That is an optional service choice, not a requirement for making a direct claim. Review any service terms and fees carefully before agreeing.