How to Recover Municipal Bond Deposits – Step by Step

By Asset Management Consultants | 04/16/2025

Unclaimed municipal bond funds are often overlooked due to staff turnover, project closures, or outdated addresses. Here’s how to reclaim them:

  1. Identify the Bond: Start with your original posting records and permit numbers.
  2. Contact the Municipality: Confirm whether funds are still held and in what amount.
  3. Submit Documentation: Most jurisdictions require permit info, ID, and a notarized claim form.
  4. Follow Up: Processing can take weeks. Stay in touch and respond to requests quickly.
  5. Receive Funds: Refunds are typically mailed by check to the entity of record.

If you don’t have the bandwidth to manage this process in-house, firms like AMC can recover these funds on a contingency basis.

Posted in Educational Guides