We request and research hundreds of databases of dormant employee stock accounts (and other assets) that have been closed by companies and their stock management companies. There are hundreds of repositories of closed accounts throughout the US and the world. Each provides very basic and limited information. We perform in-depth research for misspelled names, wrong addresses, new company names, and other anomalies that make finding your old account difficult. We start with the assets and then search for owners, and therefore find accounts that most owners did not know about.
We work with you to navigate the claiming process in the quickest and most efficient way possible. We eliminate the guesswork. Each holding agency has different requirements for submitting claims and it is vital that your claim is accurate and complete. Agencies are very careful and require specific support before a claim is approved. This is to protect your asset(s) against a false claim being made. Hopefully, you have old documents that will link you to the original property. If not, we work with you to contact companies and government agencies to establish your links to the asset that was lost.
After the submission of a complete and accurate claim, we will monitor the progress and provide periodic updates until your refund is received. Importantly - All refunds are sent directly to you. We will: 1) Ensure all forms are accurately completed. 2) Confirm all supporting information has been provided. 3) Track receipt of your claim by the approving agency. 4) Perform periodic follow-up and provide progress updates. 5) Send alerts when a claim is approved. 6) Verify payment has been initiated and received.