|
This template is designed to help you outline a systematic series of steps for researching and handling unclaimed property left as credits on your receivables.
This handy template outlines the steps necessary to properly research and document credits that might be unclaimed property.
You can easily change parts of this (highlighted in yellow) to make this your own.
Make sure you read the template carefully to ensure it works for your situation.
This is part of a series of policy and procedure templates and letters that will help you set up your own Unclaimed Property Policy.
|
