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CA Recovery

Stage 1

NOTICE: Downloadable agreement is strictly for California unclaimed funds. 

Obtain Document

Access our PDF. Do NOT sign yet; the investigator must add their specific details before you execute it.

Stage 2
Route to Agent

Deliver the document to your investigator. Wait for them to add their data and return the file.

Stage 3
Execute & Date

Confirm all investigator entries are accurate, then finalize the claim by adding your signature.

Finalize Claim

Get the Investigator Agreement below to start your California asset recovery.

Upload Document

Navigate to the Home Page and utilize our secure portal to submit the finished agreement.

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