OSC’s sample authorization and fee agreement identifies the claimant as the payee for recovered funds.
New York recovery journey
The refund is payable to you.
The New York State Office of the State Comptroller decides the claim. The refund is payable to the claimant, and OSC does not deduct Recover and Retain’s fee from the refund.
Submitting a request does not create a service agreement.
The New York State Office of the State Comptroller decides the claim.You can claim directly from OSC without using Recover and Retain.
The New York payment explanation
Know what happens to your refund.
- The New York State Office of the State Comptroller decides the claim.
- The refund is payable to the claimant.
- OSC does not deduct Recover and Retain’s fee from the refund.
- Our agreed fee is handled separately under the written arrangement.
- Recover and Retain does not charge upfront.
- New York permits location service provider fees up to the applicable legal maximum. OSC identifies 15% as the maximum fee allowed by law.
- You can claim directly from the New York State Office of the State Comptroller.
OSC says the owner must remit the provider fee; OSC will not withhold it from the refund.
For a New York location service provider claim, OSC requires a written agreement signed by the owner and witnessed and acknowledged by a notary public. This is an OSC requirement and is separate from California’s investigator process.
Owners can contact the Office of Unclaimed Funds directly to determine whether it is holding funds that belong to them.
Your New York route
A clear path from record to refund.
Recover and Retain can help with the work around the claim. The New York State Office of the State Comptroller remains responsible for reviewing the evidence and deciding the claim.
Verify
Check the fund record and the official OSC process.
Review
Review the fund information and the written arrangement.
Prepare
Organize the claim forms, documents and signatures.
Submit
The claim follows the Office of Unclaimed Funds process.
OSC decides
OSC reviews the claim and pays the approved refund to the claimant.
Official New York sources
Verify the process with OSC.
These links go directly to New York State Office of the State Comptroller information about location service providers, claimant payees, fees and direct claims.
Ready to choose?
Would you like help with your New York recovery?
Start with basic details. No sensitive identity or banking information is needed.
Yes — handle my New York recoveryVerify the New York processSubmitting a request does not create a service agreement.