The Affidavit of Ownership and Indemnity Agreement is the sworn statement the Waukesha County Treasurer requires from anyone claiming unclaimed funds that the county holds. You list the check or case number and the amount shown in the Treasurer's published notice, sign in front of a notary and agree to indemnify the county against any competing claim. On FillingPDF you can fill out the form online and download or print the completed PDF; the notarized original is then delivered or mailed to the Treasurer's office, as described below.
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What is Affidavit of Ownership and Indemnity Agreement – Waukesha County, WI?
The Affidavit of Ownership and Indemnity Agreement is the Waukesha County Treasurer's form on which a person swears to own unclaimed funds held by Waukesha County, asks the county to pay them, and agrees to indemnify the county against any other claim to those funds.
The form has three numbered statements. In the first, you state that you own unclaimed funds presently held by Waukesha County and identified in the legal notice published by the Treasurer. In the second, you give the facts that prove your ownership, with a column for the check or case number and one for the amount. In the third, you request payment and agree to completely indemnify the county if another person is later found to be the rightful owner.
The county's page explains the background: under Wisconsin Statute § 59.66, unclaimed funds are reported by municipal treasurers and county departments, and the Waukesha County Treasurer must post public notice of all unclaimed funds. If you own funds in the Treasurer's possession, you must submit a notarized affidavit swearing to ownership.
The form has a notary block for the claimant's sworn signature and a section headed "To Be Completed by Treasurer's Office" for proof of identity and receipt. You do not complete that last section.
Who needs to file Affidavit of Ownership and Indemnity Agreement – Waukesha County, WI?
Owners of unclaimed funds currently held by the Waukesha County Treasurer and identified in the Treasurer's published notice use this affidavit. The county's page says that if you own such funds, you must submit a notarized affidavit swearing to ownership.
- Individual claimants: the claimant or owner of the funds signs the affidavit, and a notary public must witness the signing.
- Claimants acting for a business: if you are claiming funds on behalf of a business, the county also asks for a copy of your business card along with your identification.
The form is for funds held by Waukesha County. It does not apply to money held by other agencies or to matters the county's page does not cover. The form states no rule about who may sign for another person, so ask the Treasurer's office at (262) 548-7029 before someone else signs for you.
The county's Unclaimed Funds search application can help: the county's page says that if you use it, most of the information needed will autofill on the affidavit.
When to file Affidavit of Ownership and Indemnity Agreement – Waukesha County, WI
Submit the affidavit once you have found your funds in the Treasurer's published unclaimed funds notice and want them paid to you. Neither the form nor the county's page prints a claim deadline.
The county gives a timing figure for the payment: once the Treasurer's office receives the affidavit and your identification, it takes approximately 30 days for you to receive a check. The check is mailed to the address you write on the affidavit.
Documents you need
- A copy of your driver's license or other picture I.D., included with the notarized affidavit so the Treasurer's office can confirm your identity; the form asks mail claimants to include the copy.
- A copy of your business card, only if you are claiming the funds on behalf of a business.
How to fill out Affidavit of Ownership and Indemnity Agreement – Waukesha County, WI
Search for your unclaimed funds first
Look up your funds in the county's Unclaimed Funds search application. The county says most of the information then autofills on the affidavit, and you can note the case number and amount from the published notice.
Read the ownership statement
Statement 1 says you are the owner of unclaimed funds held by Waukesha County and identified in the Treasurer's published legal notice. Confirm this is true before you sign.
Enter the proof of ownership
In statement 2, write the Check or Case No. and the Amount exactly as they appear in the published notification, along with the facts that show you own the funds.
Review the payment request and indemnity
Statement 3 asks the county to pay the funds to you and has you agree to completely indemnify the county against any claim by a person later found to be the rightful owner.
Enter your name, address and phone
Under "Address where check should be mailed," write your name, address, city, state and ZIP code, and your telephone number. The check is mailed to this address.
Date and sign before a notary
Enter the date and sign as the claimant while the notary public watches. The notary completes the "Subscribed and sworn to before me" block, including the signature and commission expiration.
Leave the Treasurer's section blank
Do not complete "To Be Completed by Treasurer's Office." Staff use it to record your proof of identity and to acknowledge receipt.
Add your identification copy
Make a copy of your driver's license or other picture I.D. If you are claiming for a business, also copy your business card.
Review and download the completed PDF
Check that the case number, amount and address are correct, then download or print the completed PDF from FillingPDF. Have it notarized and send the package as described under How to submit.
How to submit Affidavit of Ownership and Indemnity Agreement – Waukesha County, WI
You can deliver the notarized affidavit to the Treasurer's office in person or mail it.
- In person or by mail: Waukesha County Treasurer, 515 W Moreland Blvd, Room 148, Waukesha, WI 53188.
- Include with the affidavit: a copy of your driver's license or other picture I.D. If you are claiming on behalf of a business, add a copy of your business card.
- Questions: the form lists the Treasurer's office at (262) 548-7029.
The form must be signed by the claimant and notarized before you send it. The county notes that notaries are available at most banks, and that the Treasurer's office has one on staff who can assist you. Once the office receives the affidavit and identification, expect a check in about 30 days, made payable to the same person or entity the original check was payable to. FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Signing the affidavit before you meet the notary; the notary public must witness the signing.
- Sending the affidavit without notarization; the county requires a notarized affidavit.
- Mailing the affidavit without a copy of your driver's license or other picture I.D.
- Leaving out a copy of your business card when claiming funds on behalf of a business.
- Entering a check or case number or amount that differs from the one in the Treasurer's published notice.
- Writing an incomplete or wrong address under "Address where check should be mailed"; the check is mailed to the address on the affidavit.
- Filling in the "To Be Completed by Treasurer's Office" section, which is for the Treasurer's staff.
Frequently asked questions
What is the Affidavit of Ownership and Indemnity Agreement?
It is the Waukesha County Treasurer's sworn form for claiming unclaimed funds held by the county. You state that you own the funds listed in the published notice, request payment and agree to indemnify the county against any competing claim.
Is this a Waukesha County property tax form?
No. This affidavit is used to claim unclaimed funds held by Waukesha County, not to handle property tax matters. For questions, the form lists the Treasurer's office at (262) 548-7029.
Does the affidavit have to be notarized?
Yes. The county says the affidavit must be signed by the claimant and notarized, and the notary public must witness the signing. Notaries are available at most banks, and the Treasurer's office has one on staff who can assist you.
What do I send with the affidavit?
Include a copy of your driver's license or other picture I.D. for identification. If you are claiming funds on behalf of a business, also include a copy of your business card. Send them with the notarized affidavit.
Where do I mail or deliver the affidavit?
Waukesha County Treasurer, 515 W Moreland Blvd, Room 148, Waukesha, WI 53188. The county says the notarized form can be delivered or mailed to that address.
How long does it take to get my check?
The county says it takes approximately 30 days after it receives the affidavit and your identification. The check is mailed to the address on the affidavit and is made payable to the same person or entity as the original check.
Can I fill out the affidavit online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is independent of Waukesha County and does not file the affidavit; you still need a notary and must deliver or mail it to the Treasurer.
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