Forms & FAQs

Forms to download:

Estate-Affidavit

Notarized-Sworn-Statement

Affidavit-Attesting-To-Claimants-Identity

How does property become Unclaimed?

Unclaimed accounts that are in your name most likely have been lost due to a move or incorrect reported address. If these accounts are for a deceased relative, the holder does not have information on their beneficiaries, which is why our research team has contacted you. When the holder of the funds does not receive a response from the owner, the funds are escheated to the state’s Bureau of Unclaimed Property Department. These accounts do not involve tangible property and are typically in the form of cashed out stocks, bonds, bank accounts, and insurance policies.

Why should I use your firm?

John F. Costello C.P.A., P.A. has years of experience with a knowledgeable staff. Our firm can save you money while recovering the same accounts that our competitors are promising. We are committed to providing you with the best customer service while ensuring your claim will be completed correctly and in a timely manner.

What do I need to do to recover my funds?

Contact us! If we determine you are the correct owner or heir to these funds, you will need to complete and mail all requested documentation to us. The entire process is completed through the mail; although, you are welcome to visit our office M-F 8:30am-4:30pm. We will only submit your claim if we are confident it will be approved by the State of Florida’s Bureau of Unclaimed Property Department.

Am I required to pay you out of pocket?

No! You are never required to pay us anything out of pocket. Our fee, which is taken out of the total amount of funds, is paid directly to us from the State of Florida. We work on a contingency fee basis, and we do not get paid until you receive your money.

How long will it take to recover the property?

Once our office prepares a completed claim package, it is sent over to the State of Florida for review. The Bureau of Unclaimed Property takes about 90 days to process the claim.

Do you have additional questions regarding your unclaimed account or a letter you received? Please contact us to discuss how we can help you.