Ac 2686 Form PDF Details

In the realm of financial oversight and compliance, the AC 2686 form stands as an essential document for entities grappling with the nuances of reporting abandoned property. Mandated by the State of New York's Office of the State Comptroller, this form plays a crucial role in ensuring that unclaimed assets are accurately documented and processed according to regulatory requirements. Specific to the period ending, the form seeks comprehensive details, including the name of the reporting organization, its address, and a meticulous account of the property deemed abandoned. From owner information, including names and addresses, to the type of property, property ID number, and the initial and escheated amounts, every section of the form contributes to a transparent record-keeping process. Critical to the form are indicators for the escheatment process, distinguishing between properties removed from the report, those with partial claims, or fully claimed by the owner. Additionally, details regarding the security, including CUSIP number and the method of transfer, offer insights into the ownership and status of financial securities. Utilized across various entities, the AC 2686 form embodies the intersection of regulatory diligence and the safeguarding of individual property rights, ensuring that unclaimed assets can be reclaimed by their rightful owners, thus reflecting a meticulous balance between state oversight and personal financial management.

QuestionAnswer
Form NameAc 2686 Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesfillable ac 2686, nys form ac 2686, fillable ac2686, ac 2686 form

Form Preview Example

AC 2686 (1/02) STATE OF NEW YORK – OFFICE OF THE STATE COMPTROLLER – REPORT OF ABANDONED PROPERTY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page _______ of _______

Do Not Write in This Area

Rec

Name of Reporting Organization

 

 

Address of Reporting Organization

 

 

 

 

City

 

State

Zip

 

 

For The Period Ending

OUF USE ONLY

No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

, 20

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Owner Last Name (20)

 

 

First Name (10)

 

 

 

 

M.I.

 

Suffix (3)

 

Account Title (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Address 1 (30)

 

 

 

 

Owner Address 2 (30)

 

 

 

Owner City (20)

 

 

State (2)

 

Zip (9)

 

 

 

Country if Not USA

Lot No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No./Empl. ID No.

Property Type (2)

Property ID Number (20)

 

 

Date (MMDDYY)

Initial Amount

Escheated Amount

Removal Indicator

(If

Applicable, Enter “P” or

“R”)

 

Multiple

Owners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

 

 

Otherwise

R

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reg.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

Owner Claimed

 

 

Reduced to Zero

 

 

 

Yes

 

 

 

 

 

 

Description of Security (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CUSIP Number of Security

 

No. of Shares or Denomination

Method of Transfer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Last Name (20)

 

First Name (10)

 

 

 

 

M.I.

Suffix (3)

 

Account Title (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Address 1 (30)

 

 

 

 

Owner Address 2 (30)

 

 

 

Owner City (20)

 

 

State (2)

Zip (9)

 

 

 

Country if Not USA

Lot No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No./Empl. ID No.

Property Type (2)

Property ID Number (20)

 

Date (MMDDYY)

Initial Amount

Escheated Amount

Removal Indicator

(If

Applicable, Enter “P” or “R”)

Multiple Owners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

 

 

Otherwise

R

 

 

 

 

 

 

 

 

 

Reg.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

Owner Claimed

 

 

 

Reduced to Zero

 

 

 

Yes

 

 

 

 

 

 

Description of Security (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CUSIP Number of Security

 

No. of Shares or Denomination

Method of Transfer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Last Name (20)

 

First Name (10)

 

 

 

 

M.I.

Suffix (3)

 

Account Title (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Address 1 (30)

 

 

 

 

Owner Address 2 (30)

 

 

 

Owner City (20)

 

 

State (2)

Zip (9)

 

 

 

Country if Not USA

Lot No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No./Empl. ID No.

Property Type (2)

Property ID Number (20)

 

 

Date (MMDDYY)

Initial Amount

Escheated Amount

Removal Indicator (If Applicable, Enter “P” or “R” )

Multiple Owners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

 

 

Otherwise

R

 

 

 

 

 

 

 

 

 

Reg.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

Owner Claimed

 

 

Reduced to Zero

 

 

 

Yes

 

 

 

 

 

 

Description of Security (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CUSIP Number of Security

 

No. of Shares or Denomination

Method of Transfer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Last Name (20)

 

 

First Name (10)

 

 

 

 

M.I.

Suffix (3)

 

Account Title (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Address 1 (30)

 

 

 

 

 

Owner Address 2 (30)

 

 

 

Owner City (20)

 

 

 

State (2)

 

Zip (9)

 

 

 

Country if Not USA

Lot No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No./Empl. ID No.

Property Type (2)

Property ID Number (20)

 

 

Date (MMDDYY)

Initial Amount

Escheated Amount

Removal Indicator (If Applicable, Enter “P” or “R”)

Multiple Owners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

 

 

Otherwise

R

 

 

 

 

 

 

 

 

 

Reg.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

Owner Claimed

 

 

Reduced to Zero

 

 

 

Yes

 

 

 

 

 

 

Description of Security (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CUSIP Number of Security

 

No. of Shares or Denomination

Method of Transfer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Last Name (20)

 

 

First Name (10)

 

 

 

 

M.I.

Suffix (3)

 

Account Title (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner Address 1 (30)

 

 

 

 

 

Owner Address 2 (30)

 

 

 

Owner City (20)

 

 

 

State (2)

 

Zip (9)

 

 

 

Country if Not USA

Lot No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Soc. Sec. No./Empl. ID No.

Property Type (2)

Property ID Number (20)

 

 

Date (MMDDYY)

Initial Amount

Escheated Amount

Removal Indicator (If Applicable, Enter “P” or “R”)

Multiple Owners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

 

 

Otherwise

R

 

 

 

 

 

 

 

 

 

Reg.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

Owner Claimed

 

 

Reduced to Zero

 

 

 

Yes

 

 

 

 

 

 

Description of Security (70)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CUSIP Number of Security

 

No. of Shares or Denomination

Method of Transfer