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How it works
The Audit
And did you know that if the people who those funds belong to don’t know about it and don’t claim them, the government gets to keep them? Approximately 1 in 10 people have unclaimed property! There are literally billions of dollars in unclaimed property, held by state governments and treasuries within the United States.
The purpose of unclaimed property laws are to protect the public by ensuring money and property owed to them is returned to them, rather than remaining permanently with financial institutions, business associations, governments, and other entities.
Pursuant to jurisdictional regulations our organization mails letters and reaches out by phone to property owners informing them of property in their name held by the government agency. We are successful in reuniting owners with their unclaimed property.
Paperwork and Payment
Once you have spoken to one of our Refund Specialists and verbally agreed to let us work your claim, we will set up a time for you to sign several pages of paperwork to allow us to get started.
Our firm works on a contingent basis – this means that there are no up-front or out-of-pocket expenses to you, EVER. We’re paid ONLY upon successful collection of your claim. We do ALL the work, pay ALL the expenses, and jump through ALL the administrative hoops to claim your money – and if the claim is unsuccessful you owe us nothing. We take all the risk in exchange for an agreed upon percentage of the collected funds –
a fair trade!
After receiving our paperwork package, we will send a local notary to collect it from you and overnight it back to our office. We start processing claims immediately and follow through until the end, making sure to keep you informed the whole way.
The Search
Once we’ve located the funds, great efforts are expended to then locate the rightful owner(s). Our team goes to work with our attorneys, researchers and notaries to work with the agency holding your unclaimed money.
Remember, if these funds go unclaimed for too long, they are usually lost to the government agency holding them.
YOUR INFORMATION ALWAYS PRIVATE
We keep your information 100% private and confidential.
We never ask for any personal financial information.
We do not sell or give your information to anyone outside of our organization.
