If you have unclaimed money to send us, you need to submit a schedule of the information in myIR.
You can fill in the information in the myIR onscreen entry or upload an Excel file.
Before you start
Tell us about the unclaimed money and its owner(s). This is so we can return the money to the right owner.
Give us as much of the information listed below as you can. You must include the information marked with an asterix (*).
Tell us about the money
We need information about the money, such as the:
- money type *
- money source *
- amount in $NZD *
- area / region
- age of money (years)
- date of the owner's last interaction with the account (dd/mm/yyyy)
- account number
- client number
- reference number
- date the account was opened (dd/mm/yyyy).
If you have more information, such as the type of account, add it in the comment section. If the amount you are sending us has been converted from foreign currency – like unused traveller's cheques – tell us the original value of the foreign currency.
Tell us about the owner
We need information about the owner(s) of the money if you have it, such as their:
- last name
- first and middle name(s)
- title
- IRD number
- date of birth
- phone number
- full address.
In myIR, go to your unclaimed money holder account
Choose how you want to submit your schedule
You can send us your schedule of the unclaimed money in 1 of 2 ways.
You can enter the information manually in the myIR onscreen form.
If you prefer, you can upload the details in an Excel file. Use our template, then upload your file.
The 'File upload specification for holders of unclaimed money' guide explains the format to use in more detail.
Follow the prompts to submit your schedule
Log in to myIR
What happens next
If you need to change any information after you've submitted your schedule, send us a message in myIR to let us know.
If you need to add new information that was not on your original schedule, send us a new schedule.