A 3-step process for Wisconsin Department of Revenue — Unclaimed Property after a death in Wisconsin.
Administering agency
Wisconsin Department of Revenue — Unclaimed Property
Authority
Wis. Stat. ch. 177 (Uniform Unclaimed Property Act)
Search tap.revenue.wi.gov/UCPSearch, then file a claim as an heir or personal representative. You will submit a death certificate, your own ID and address, an Affidavit of Heirship and Affidavit of Service, and either a Transfer by Affidavit (claims under $50,000) or a court order (claims of $50,000 or more). If the estate is open, DOR takes the domiciliary letters, the estate tax ID, and the decedent's Social Security number instead.
The Department of Revenue asks claimants to allow up to 12 weeks for a claim to be assigned for review, and 7 to 10 days after approval to receive payment. Wis. Stat. 177.0904(2) requires the Department to allow or deny a filed claim, and notify the claimant, within 90 days.
For ordinary unclaimed property, no. The state takes custody of the property and is responsible for safekeeping it (Wis. Stat. 177.0604(1)), chapter 177 sets no time limit on an owner or heir filing a claim, and the Department must pay a claimant who establishes ownership (Wis. Stat. 177.0904(1)(a)). One exception: an escheated estate — money reported to the state after a probate court could not locate the heirs — can only be claimed for ten years, and the claim goes to the county probate court that reported the funds rather than to DOR (Wis. Stat. 863.39(3)(a)).
Data sourced from State Unclaimed Property in Wisconsin primary sources (10 pages reviewed). How we research.
Administering agency
Wisconsin Department of Revenue — Unclaimed Property
Authority
Wis. Stat. ch. 177 (Uniform Unclaimed Property Act)