The AC 2686 form is the official New York report for abandoned and unclaimed property. Use the guide below to complete it correctly and submit it on time.
Who Needs to Complete This Form?
Any organization holding unclaimed property belonging to New York residents must file this form. This includes banks, insurance companies, utility providers, and corporations with dormant accounts or uncashed funds.
What Information Do You Need?
Gather these details before you begin:
- Organization name, address, and Federal Employer Identification Number (FEIN)
- Name and last known address of each property owner
- Property type: cash, securities, or other assets
- Initial amount and escheated amount for each entry
- For securities: CUSIP number, number of shares, and method of transfer
Step-by-Step: Completing Form AC 2686
Work through each section in order. The form has a header for the reporting period and organization details, followed by individual rows for each unclaimed property entry.
- Header: Enter the reporting period end date, organization name, address, and contact information.
- Property entries: For each unclaimed item, enter the owner name, address, property type, ID number, initial amount, and escheated amount.
- Escheatment indicators: Mark the correct column to show whether the property was removed, partially claimed, or fully claimed by the owner.
- Securities: Enter the CUSIP number and select the method of transfer for any securities.
- Totals and certification: Sum each column. Sign and date the certification at the bottom of the form.
Where to Submit the AC 2686 Form
Send the completed form to the New York Office of the State Comptroller, Bureau of Unclaimed Funds. Filing deadlines vary by organization type. Refer to the OSC Reporters Guide for current deadlines and mailing instructions.
Related Unclaimed Property Forms
If your organization reports in other states, see the Oklahoma Unclaimed Property Form for reference.