Claims Documents
Engagement Agreement
This is an agreement between you and our company. It spells out the scope and terms of our services. It also explains that we work on a contingency basis, meaning that we never charge any upfront fees and that we are only compensated if you successfully recover your funds.
Assignment of Interest Form
This form authorizes us to work on your behalf to recover the surplus funds that you are entitled to.
Letter of Instructions
This letter defines who the parties are and directs the business, organization, or government agency on how to process the claim and disburse the funds. This helps them to avoid making the sorts of mistakes that can delay the processing of your claim.
Limited Power of Attorney Agreement
This agreement grants us permission to gather additional documents and/or information that may be needed to process your surplus funds claim.
Affidavit of Heirship (for heirs of the deceased only)
This is a sworn statement used to establish property ownership when the original titleholder dies without a will.
Summary
This is a brief explanation of each document we use in the claim process and its purpose. If you have any questions or concerns about these documents or the claim process itself, please contact us at (800) 224-7418.
