Property Tax Unclaimed Refund Claim Requirements
In order to process your claim, please use this instruction sheet to determine and
provide the appropriate documentation which you are required to submit along with
your completed Property Tax Refund Claim Form. Your documentation and completed
Property Tax Refund Claim Form should be returned to our office postmarked no later
than August 1, 2013.
NOTE:
FAILURE TO PROVIDE THE REQUIRED DOCUMENTATION WILL RESULT IN YOUR CLAIM BEING
DENIED FOR PAYMENT.
ADDITIONALLY YOUR SIGNATURE(S) MUST BE NOTARIZED IF THE CLAIM IS OVER $500.
All claimants must refer to SECTION A for the required documentation.
If you are a claimant for a business, refer to SECTIONS A and B
for the additional specified documentation required for your claim. If you are an
HEIR or BENEFICIARY of the deceased owner, refer to SECTIONS
A and C for the additional specified documentation required for your
claim.
SECTION A: CLAIMANT IDENTIFICATION
All documentation listed in this section is required for each claimant:
- Copy of a current government issued photo identification (i.e., driver license,
state identification card, passport, etc.)
- Documentation proving proof of payment for the fiscal year(s) of the refund (copies
of canceled checks, bank statements, escrow papers showing breakdown of payments)
- Documentation proving proof of claimant’s ownership
THIRD PARTIES ARE REQUIRED TO ALSO SUBMIT ONE OF THE FOLLOWING:
SECTION B: BUSINESS IDENTIFICATION
ALL documentation listed under SECTION A is required in addition to the items indicated below:
- Personal Business Card for each claimant
- A notarized affidavit completed by an officer and / or business owner allowing you to claim such funds as an employee of the named account (see SECTION A Third Parties for appropriate types of authorization statements)
- Owner of the Named Account is also required to submit any business related documentation naming proprietor as the owner
Corporations
- Articles of Incorporation
- Copy of Filed Statement of Information (Domestic Stock and Agricultural Cooperative Corporations)
- If a copy of the Filed Statement of Information is not a available, please provide a copy of the corporation’s signed minutes indicating the resolution of the corporation’s officers and / or amendments to Articles of Incorporation illustrating the corporation’s officers
- Documentation showing the connection between the named corporation and other corporations, limited liability companies, limited partnerships, successor-in-interest, subsidiaries
Limited Liability Companies (LLC’s)
- Copy of the Filed Statement of Organization
- Copy of the Filed Statement of Information (Domestic Stock and Agricultural Cooperative Corporations)
- If a copy of the Filed Statement of Information is not a available, please provide a copy of the Limited Liability Company’s signed minutes indicating the resolution of the company’s officers and / or amendments illustrating the company’s officers
- Documentation showing the connection between the named limited liability company and other corporations, limited liability companies, limited partnerships, successor-in-interest, subsidiaries
Limited Partnerships (LP’s)
- Copy of the Filed Statement of Organization
- Copy of the Filed Statement of Information (Domestic Stock and Agricultural Cooperative Corporations)
- If a copy of the Filed Statement of Information is not a available, please provide a copy of the Limited Partnership’s signed minutes indicating the resolution of the company’s officers and / or amendments illustrating the company’s officers
- Documentation showing the connection between the named Limited Partnership’s and other corporations, limited liability companies, limited partnerships, successor-in-interest, subsidiaries
Native American Tribes
- Constitution and Bylaws of Tribe
- Documentation for the Tribal Council indicating the Tribal Council Members
SECTION C: DECEASED OWNER
ALL documentation listed under SECTION A is required from Heir(s) and / or Beneficiary(s) in addition to the items indicated below:
- Certified Death Certificate(s) for deceased owner(s)
- Complete copy of the Court Ordered Distribution of the Decedent’s Estate
- If the distribution of the estate was not ordered by a court, you will need to submit a complete copy of the Decedent’s Will and / or Trust Agreement
CONFIRM THAT ALL REQUIRED DOCUMENTS ARE INCLUDED WITH YOUR COMPLETED PROPERTY TAX REFUND CLAIM FORM AND SEND ENTIRE PACKAGE TO:
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Riverside County Treasurer-Tax Collector
Attn: Property Tax Unclaimed Refunds
P.O. Box 12005
Riverside, CA 92502-2205
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All inquires pertaining to Property Tax Unclaimed Refunds may be directed to our office via email at PropTaxUnclaimed@co.riverside.ca.us.
Please include your contact information as well as the index number regarding your inquiry.
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