Surplus Funds Blog

Documents You Need to Claim Foreclosure or Tax Sale Surplus Funds

Most claims are delayed by missing paperwork. This checklist covers what county offices and courts typically require.

By Jynell D. Berkshire · September 2, 2026

Core checklist

Government photo identification, the recorded deed showing ownership at the time of sale, the sale confirmation or tax deed, proof of the amount held, and lien releases for any paid-off mortgage or judgment.

If the owner is a company

Articles of organization, a current entity report, and a resolution authorizing the person signing the claim.

If the owner has died

Death certificate plus estate letters or a small estate affidavit.

If you use a recovery agent

A written agreement disclosing the fee and complying with the state fee cap.

This article is general information, not legal advice. Contact Berkshire Law Group about your property.

Check my claim

Send the property address, county, and sale date. We will confirm whether money is being held.

Submitting does not create an attorney client relationship.

Berkshire Law Group is here for you.

Tell us about your matter and we will point you to the right attorney, in Indiana or anywhere in our nationwide network.