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How to Keep Track of Money – Social Security - Record Tree® Personal Asset Inventory SoftwareKeep track of your money with Record Tree® personal asset inventory.

Approximately one-half billion dollars in Social Security benefit checks go un-negotiated each year. Heirs and descendants of entitled recipients who have left behind unclaimed assets and unclaimed benefits make up the largest group of individuals owed money and property.

Source: Unclaimed Assets: Money The Government Owes You!

How to Keep Track of Money - Veteran Pensions - Record Tree® Personal Asset Inventory Software

 

Veterans

Nearly two million poor veterans or their impoverished widows are likely missing out on as much as $22 billion a year in pensions from the U.S. government, but the Department of Veterans Affairs has had only limited success in finding them.

Source: Miami Herald , December 25, 2005

Unclaimed Benefits

In 2004, trustees unable to confirm beneficiaries or policy owners of demutualized companies took custody of $22.8 billion in unclaimed benefits; less than $1 billion was claimed.

Stock Dividends

The SEC estimates 3 million stockholders are entitled to unclaimed stock worth $10 billion. In addition, $500 million in stock dividends go un-cashed each year.

Missing Money

Government agencies are holding $60 billion in unclaimed property and missing money. If an owner or heir fails to communicate an interest in an asset over a specified number of years, referred to as a dormancy period, agencies, companies, etc. holding unclaimed assets must remit the funds to the protective custody of a government trust account.

U.S. Savings Bonds

Less than 1% of U.S. Savings Bond holders are successfully notified when the bonds reach maturity. $200 million in registered United States Treasury Securities have stopped earning interest but have not been cashed.

Life Insurance

One-quarter of all life insurance benefits go unclaimed – due to family members being unaware that a policy exists or because of dormancy periods, etc.

How to Keep Track of Money – Cash – Record Tree® Personal Asset Inventory Software
How to Keep Track of Money – Lost Assets – Record Tree® Personal Asset Inventory Software

 

It's absolutely amazing! State treasuries are holding lost payroll checks, trust distributions, stocks, bank accounts, dividends, even safe deposit boxes for 117 million accounts.*

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* National Association of Unclaimed Property Administrators (2011)