Make Sure Your Money Isn't Abandoned!

Here are some tips to help you make sure that your money isn't turned over to the State.

• Keep your accounts active.  More than half of unclaimed accounts are dormant savings accounts - accounts that have had no activity for five 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.