Enlarge image | RPD-41204 Rev. 02/27/2024 New Mexico Taxation and Revenue Department List of Unclaimed Contents of Safe Deposit Boxes or Other Safekeeping Repositories Unclaimed Property Office P.O. Box 25123 Santa Fe, New Mexico 87504-5123 Page No ________ of ________ Section 1 1. Name of Holder 2. Period Covered 3. Report Year 4. FEIN, SSN, or ITIN From: To: MM/DD/CCYY MM/DD/CCYY Section 2 Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Owner Name Last Known Address FEIN, SSN, or ITIN Safe Deposit Box or Number Description of Articles Identifying Number of Items Last First Middle Number & Street City, State Zip Code |
Enlarge image | RPD-41204 Rev. 02/27/2024 New Mexico Taxation and Revenue Department List of Unclaimed Contents of Safe Deposit Boxes or Other Safekeeping Repositories Instructions This form is used to report individual cash and cash-related Column 4: Safe Deposit Box or Identifying Number items of unclaimed property. Stocks, bonds and other securi- Enter the safe deposit box or other safekeeping ties are to be reported on Form RPD-41203, List of Owners identification number. of Unclaimed Stocks and Other Securities. This form is to be Column 5: Number of Items completed and returned with the other reporting forms, Form List the number of items. RPD-41201, New Mexico Report of Unclaimed Property, and Column 6: Description of Articles Form RPD-41204, List of Unclaimed Contents of Safe Deposit Enter a complete description of all reportable Boxes or Other Safekeeping Repositories. items found in the box. If reporting stock, include the registered owner’s name, issuing company Items of unclaimed funds must be identified by the categories and number of shares. If reporting currency as listed on the Retention Period and Property Type Codes (foreign and domestic), list according to mon- Schedule. The exact Property Type Code and Description are etary denomination, with the total cash value to be used when completing this form. recorded. Example: 10 (ten) $1.00 (one dollar) bills = $10.00. Page Number Pages should be numbered consecutively (e.g., page 1 of 24; 2 of 24) at the top of the form. If there are no contents in the box, do not report owner in- formation. Section 1 1. Name of Holder We suggest you deliver your safe deposit box contents by Enter the name of the holder. courier service. If you choose to use the U.S. Postal Service, 2. Period Covered be sure to request return receipt to verify delivery. NOTE: Enter the period covered by the report in the from and to When addressing, specify the attention of the Unclaimed lines. Use the date format mm/dd/ccyy. Property Office. 3. Report Year Enter the You may photocopy this form as needed to complete 4. FEIN, SSN, or ITIN your annual report. Enter the FEIN, SSN, or ITIN of the holder. If you have any questions please contact the Unclaimed Section 2 Property Office at: Aggregate Amount: Total of individual owner accounts having identifiable owner information with a value less than New Mexico Taxation & Revenue Department $50.00, must be report individually, Unclaimed Property Office P O Box 25123 Unknown Accounts: Total and list all unknown accounts Santa Fe, New Mexico 87504-5123 where there is no identifying owner information (e.g., no name, Unclaimed.Property@tax.nm.gov address, social security number or other identifying number) 505-827-0668 regardless of amount. Column 1: Owner Name List alphabetically. Enter owner’s last name, first name, middle name or initial. Use one block for each owner’s name. If there is joint ownership of the securities, list both names within the same block. If owner name is unavailable, enter “Un- known”. Column 2: Last Known Address Enter last known address of the owner, benefi- ciary, payee or trustee as shown on your records, even though mail has been returned from such address. If the address is unknown, enter “Un- known”. Column 3: FEIN, SSN, or ITIN Enter the FEIN, SSN, or ITIN of each owner of the funds. |