• Keep your accounts active. More than half of unclaimed accounts are dormant savings accounts — accounts that have had no activity for three years. Make a small deposit or withdrawal every year.
• Cash all checks promptly for utility deposits, dividends, insurance premiums, wages and any other refunds you received.
• Keep accurate financial records. Record all bank accounts, stock certificates, insurance policies, utility and rent deposits, and your safe deposit number.
• Notify all your financial institutions when you move.
• Tell a family member or trusted friend or advisor where you store your financial records.

Resources

• Forms and Publications
• Glossary
• Required Documentation
• Taxes and Interest
• What to Expect from Us