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Unclaimed funds for a deceased person
January 12, 2023
Q. When funds have become unclaimed and owner has deceased, is a reissue able to be made out to the executor of the estate? Or can a payee name not be changed?
A.
(Answered by True Partners Consulting LLC, a 3rd party, independent advisory services firm offering experienced and practical help for unclaimed property and sales and use tax compliance. You can learn more about them at TPCtax.com.)
If satisfactory proof of death has been provided and a holder is in contact with an authorized…
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