The Arizona 285Up form is the Unclaimed Property Disclosure/Representation Authorization Form used by individuals to authorize another person or entity to act on their behalf regarding unclaimed property matters. This form allows claimants to designate an appointee to receive confidential information and manage claims effectively. For those seeking assistance with unclaimed property, filling out this form is a crucial step; click the button below to get started.
The Arizona 285Up form, officially known as the Unclaimed Property Disclosure/Representation Authorization Form, serves as a critical tool for individuals and businesses seeking to manage unclaimed property matters in the state. This form facilitates the appointment of a representative, allowing claimants to authorize others to act on their behalf in dealings with the Arizona Department of Revenue. It includes sections for providing claimant information, such as names, addresses, and Social Security numbers, ensuring that all relevant details are captured. Additionally, the form allows for the release of confidential information to the designated appointee, thereby streamlining the claims process. Claimants can grant limited or full powers of attorney, enabling their representatives to perform specific actions related to unclaimed property, including filing claims, signing waivers, and requesting hearings. The form also includes provisions for revoking any previous authorizations and addresses the needs of corporations with controlled subsidiaries, ensuring comprehensive representation. With clear instructions and necessary declarations, the Arizona 285Up form is essential for anyone navigating the complexities of unclaimed property in Arizona.
ARIZONA FORM
Unclaimed Property Disclosure/Representation Authorization Form
285UP
ARIZONA DEPARTMENT OF REVENUE
1. CLAIMANT INFORMATION - Please print or type.
Enter only those that apply:
Claimant name
Social Security Number(s)
Present address
Federal Employer Identification Number
City, town or post office
State
Zip Code
Daytime telephone number
(
)
2. APPOINTEE/DESIGNEE OF CLAIMANT INFORMATION
Provide Number, as applicable:
Name
State and State Bar Number
State and Certified Public Accountant Number
Social Security or Other ID Number
()
3.RELEASE OF CONFIDENTIAL INFORMATION. The appointee named above is authorized to receive confidential information relating to the unclaimed property of the claimant named above. By signing this form, I authorize the Department to release confidential information of the claimant to the appointee.
To grant a limited power of attorney, complete section 4. To grant a full power of attorney, complete section 5.
4.LIMITED POWER OF ATTORNEY. Items 4a through 4e allow the claimant to grant additional authorization to the appointee named above with regard to Unclaimed Property administrative matters before the Department of Revenue. Please check the appropriate boxes. The additional authorization must be in accordance with Arizona Supreme Court Rule 31. See instructions.
4a Appointee shall have the power to claim and collect unclaimed property on behalf of the Claimant.
4b Appointee shall have the power to sign a statute of limitations waiver on Claimant’s behalf.
4c Appointee shall have the power to execute a protest of a deficiency assessment or a denied claim or to execute an agreement on Claimant’s behalf. 4d Appointee shall have the power to request a formal hearing on Claimant’s behalf.
4e Appointee shall have the authority to delegate to others any or all authority granted to appointee by this document.
4f Other (please specify):
5. POWER OF ATTORNEY. By checking the box on line 5, the claimant named above grants the appointee named above a Power of Attorney to perform any and all acts that the claimant can perform with regard to Unclaimed Property administrative matters before the Department of Revenue.
6.REVOCATION OF EARLIER AUTHORIZATION(S). This Authorization revokes any earlier Unclaimed Property Authorizations on file with the Arizona Department of Revenue for the same year covered by this authorization.
ADOR 17-5535 (5/06)
AZ FORM 285UP (2006) PAGE 2
7.CORPORATIONS HAVING CONTROLLED SUBSIDIARIES. A.R.S. §42-2003(A)(1) provides that confidential information relating to a corporate taxpayer may be disclosed to a designee of the taxpayer who is authorized in writing by the taxpayer. A principal corporate officer of a parent corporation may execute a written authorization for a controlled subsidiary. A principal corporate officer of a parent corporation that desires to designate a person to receive confidential information regarding the corporation’s controlled subsidiaries must either attach a list containing the names of each controlled subsidiary that the parent company wants included in the disclosure authorization (a federal Form 851 may be used for this purpose) or Claimant may complete the following to include all controlled subsidiaries in the disclosure authorization.
Include the following controlled subsidiaries. A controlled subsidiary, for purposes of A.R.S. §42-2003, is defined as more than 50% ownership or control.
NAME
FEDERAL I.D. NO.
7a
7b
7c
7d
7e
7f
8.SIGNATURE OF CLAIMANT. I hereby certify that I have the authority, within the meaning of A.R.S. §42-2003(A), to execute this authorization form on behalf of the above claimant. I understand that to knowingly prepare or present a document which is fraudulent or false is a Class 5 felony pursuant to A.R.S. §42-1127(B)(2).
►
SIGNATURE
DATE
PRINT NAME
TITLE
9.DECLARATION OF APPOINTEE. Complete if Appointee has been given authority under Section 4 or Section 5 or is otherwise authorized to pratice law as defined in Rule 31 of the Arizona Rules of the Supreme Court.
Under penalties of perjury, I, the above named appointee, declare that I am one of the following:
a A full-time officer, partner, member or manager of a limited liability company, or employee if the individual qualifies under Rule 31(c)13 of the Arizona Rules of the Supreme Court.
b Attorney - an active member of the State Bar of Arizona.
c Certified Public Accountant - duly qualified to practice as a Certified Public Accountant in Arizona.
d Federally Authorized Tax Practitioner within the meaning of A.R.S. § 42-2069(D)(1). If appointee is engaged in practice with a federally authorized tax practitioner, provide the practitioner’s name and CAF number below:
_______________________________________________________
___________________________
PRACTITIONER’S NAME
CAF NUMBER
eOther - This may be any individual, providing the total amount in dispute, including tax, penalties, and interest is less than $5,000.00.
DESIGNATION
JURISDICTION
Enter a letter (a, b, c d or e).
(State)
If this Declaration of Appointee is not signed and dated, the representation authorization will be returned.
Mail completed form to:
Arizona Department of Revenue Unclaimed Property Unit
1600 W. Monroe Street Phoenix, AZ 85007
Filling out the Arizona 285UP form involves providing specific information about the claimant and the appointee or designee. After completing the form, it should be submitted to the Arizona Department of Revenue for processing.
Once the form is completed, it should be mailed to the Arizona Department of Revenue, Unclaimed Property Unit, at the specified address. Ensure all information is accurate to avoid delays in processing.
What is the Arizona 285Up form?
The Arizona 285Up form, officially known as the Unclaimed Property Disclosure/Representation Authorization Form, is used to authorize an individual or entity to act on behalf of a claimant regarding unclaimed property matters. This form allows the appointee to receive confidential information and perform specific actions related to the claimant's unclaimed property with the Arizona Department of Revenue.
Who needs to fill out the Arizona 285Up form?
What information is required on the form?
The form requires detailed information from both the claimant and the appointee. Claimants must provide their name, Social Security number, address, and contact information. Appointees need to provide their name, address, and relevant identification numbers, such as a state bar number if they are an attorney. Additionally, the form includes sections for granting limited or full powers of attorney, which specify the extent of authority given to the appointee.
What powers can be granted to the appointee?
Claimants can grant either limited or full powers of attorney to their appointee. Limited powers may include the ability to claim and collect unclaimed property, sign waivers, protest assessments, request hearings, and delegate authority. Full powers allow the appointee to perform any actions the claimant can take regarding unclaimed property administrative matters.
How does one revoke a previous authorization?
The Arizona 285Up form includes a section that automatically revokes any earlier authorizations on file with the Arizona Department of Revenue for the same year. By submitting the new form, claimants effectively cancel any previous designations, ensuring that only the most current authorization is in effect.
Where should the completed form be sent?
Once completed, the Arizona 285Up form should be mailed to the Arizona Department of Revenue, specifically to the Unclaimed Property Unit at 1600 W. Monroe Street, Phoenix, AZ 85007. It is important to ensure that the form is signed and dated to avoid any delays in processing.
Filling out the Arizona 285UP form can be straightforward, but several common mistakes can lead to delays or complications. One frequent error is failing to provide complete claimant information. Ensure that all applicable fields, such as the claimant's name, Social Security number, and address, are filled out accurately. Incomplete information can result in the form being returned or rejected.
Another mistake is not signing the form. The signature of the claimant is crucial for authorization. Without it, the Arizona Department of Revenue will not process the request. Additionally, some individuals forget to date the signature. This oversight can also lead to issues with the submission.
People often misinterpret the sections regarding the appointee or designee. It is essential to provide accurate information about the appointee, including their name and contact details. If the appointee has a State Bar number or CPA number, it must be included. Omitting this information may cause delays in processing the claim.
Some claimants neglect to check the appropriate boxes for the limited power of attorney. This section allows the claimant to specify what powers the appointee will have. Failing to check these boxes can result in confusion about the appointee's authority and may hinder the claim process.
Another common error is not revoking earlier authorizations. If a claimant has previously authorized someone else to handle their unclaimed property, it is necessary to indicate that this new authorization revokes any earlier ones. Not doing so may create conflicts and complicate the claim process.
When it comes to corporate claims, individuals often forget to attach the required list of controlled subsidiaries. This list is essential for ensuring that all relevant entities are included in the disclosure authorization. Failing to provide this information can lead to incomplete processing of the claim.
People sometimes overlook the declaration of the appointee. If the appointee has been granted authority, they must complete this section. A missing signature or date from the appointee will result in the form being returned, causing further delays.
Lastly, ensuring that the form is mailed to the correct address is vital. The completed form should be sent to the Arizona Department of Revenue, Unclaimed Property Unit. Double-checking the address can prevent unnecessary complications in the processing of the claim.
The Arizona 285UP form is an important document for individuals or entities looking to claim unclaimed property in Arizona. When dealing with unclaimed property, several other forms and documents often accompany the 285UP to ensure a smooth process. Below is a list of these related forms, each serving a specific purpose in the claims process.
Understanding these forms and their purposes can greatly simplify the process of claiming unclaimed property in Arizona. Each document plays a crucial role in ensuring that claims are processed efficiently and correctly. By preparing the necessary paperwork, you can navigate the unclaimed property system with confidence.
The Arizona 285Up form serves a specific purpose in the realm of unclaimed property, but it shares similarities with several other legal documents. Below are five documents that are comparable to the Arizona 285Up form, along with a brief explanation of their similarities.
When filling out the Arizona 285UP form, it’s essential to ensure accuracy and completeness. Here’s a list of things to do and things to avoid:
Following these guidelines will help ensure a smoother process when dealing with unclaimed property in Arizona.
Here are some common misconceptions about the Arizona 285Up form:
Filling out the Arizona 285Up form can seem daunting, but understanding its key components can simplify the process. Here are some essential takeaways to keep in mind:
By keeping these points in mind, you can navigate the Arizona 285Up form with confidence and ensure a smoother claims process for your unclaimed property.