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If you have unclaimed money to send to us, you will need to submit a schedule of the information through your myIR account. You can submit this using on-screen entry or by uploading an Excel file.

To upload a file, it will need to meet our upload specifications.

Unclaimed money file upload template

Before you start

Include full details where you hold them, for example full name rather than initials. For accounts owned by more than 1 person, make sure you list all owners. 

In your file or through completing the on-screen entry in myIR, you will need to provide as much information as you hold about the money and its owner(s). When a claim comes in from a potential owner, we need to take due diligence to ensure they are the rightful owner of the money.

Before you can complete the submission, you must fill in fields marked with an asterix*

For the money, include:

  • Money type *
  • Money source *
  • Amount unclaimed in $NZD*
  • Age of money (years)
  • Area / region
  • Client number
  • Account number
  • Reference number
  • Comment – use this field to include any other information that would help us reunite an owner with their money. For example, the last time you had contact with them, type of account, type of money. If the amount you sent us has been converted from foreign currency – for example unused traveller's cheques – please include the value of foreign currency.

For the owner(s), you must include this information if you hold it.

  • Title
  • First name(s)
  • Last name
  • IRD number
  • Address
  • Phone
  • Email
  • Date of birth

In myIR, go to your unclaimed money holder account

Choose how you want to submit your records

Manually input records - use our onscreen entry option.

Upload Excel file - use our template then upload your file.

Unclaimed money file upload template

Follow the prompts to submit your schedule

Log in to myIR

What happens next

If you need to amend information you included on your schedule, send us a message in myIR to let us know.

If you missed an item entirely, you will need to file another schedule with this information.

Last updated: 31 Mar 2021
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