Unclaimed Monies - Estates of Deceased With Heir

Search the lists below to see if you are owed a refund, and follow the instructions to file a claim. 

Filing a Claim

The County has multiple types of refunds to return. Click the refund type you'd like to claim and follow the instructions to fill out a claim form and return it to the Treasurer-Tax Collector's Office. 

Check the List

Estates of Deceased With Heirs List - Click Here

Filing a Claim

To claim money, fill out an Estates of Deceased Claim Form and submit it to our office.

With the form, you must include documents and records that prove your relationship to the decedent, as well as a copy of the decedent's will (if any) and a copy of the decedent's death certificate. We cannot process any claims within 40 days of the decedent's death.  

Send the completed claim form and related documents to the following address: 

unclaimedmonies@sdcounty.ca.gov

OR

San Diego County Treasurer-Tax Collector 
Attn: Estates of Deceased Claims 
1600 Pacific Highway, Room 162 
San Diego, CA 92101-2475

We review all claim forms carefully. If you do not submit the correct documents, our office will return all documents to you with a letter explaining why the claim was denied. Please allow 4-6 weeks of processing time.

Submitting a Deposit

To submit Estates of Deceased proceeds:

• Make check payable to SDCTTC. 

• Include a letter with your contact information, the name of the decedent, the name of the heir if known, the amount per heir (if one check is for multiple heirs), the nature of the property (e.g. court order for distribution showing heir's share and probate case #), and any documentation that may assist in identifying the rightful owner. Note that all provided documentation becomes public record, except for confidential information like social security numbers and personal addresses (which will be redacted).  

• If you would like a receipt, enclose a receipt with self-addressed stamped envelope for us to sign and return.

Deadlines

1. If any estates with known heirs remain in the Treasury for more than one year, that money must be transferred to the State Controller's Office, according to state law. 
   
2. Any estates without known heirs that remain in the Treasury for more than two years will be turned over to the County's general fund. Before the money is transferred, we try to give people one last chance to claim it. 

Get notified every time a new refund list is published by signing up for our "Unclaimed Money" email list.