escheatment

In my work as a professional organizer, I frequently find clients have lost track of accounts or small pension plans because they’ve relocated.

I was recently alerted to the very real danger of losing these inactive accounts – thanks to Ann W. Damani-McKinney, CPO, Conceivable Solutions, Inc.

As States look for ways to boost their incomes, they are becoming stricter about claiming inactive accounts – One non-commercial site, the National Association of Unclaimed Property Administrators, allows you to search by individual state.

For further details, check the Securities & Exchange Commission website http://www.sec.gov/answers/escheat.htm

Happy hunting!

Leave a Comment