Georgeson's unclaimed property services cover the unclaimed property lifecycle, relieving organizations of these complex and resource intensive tasks. Our clients choose us because of our high quality service to both the company and individual owners. Georgeson’s multidisciplinary team of professionals has reunited more than one million owners with more than $3.5 billion in assets.
Our services
Unclaimed property consulting
Support with audits/VDAs and M&A due diligence to identify potential unclaimed property risk
Unclaimed property annual reporting
Support with everything from due diligence mailings, to managing all state reporting requirements and remittance of property
Unclaimed asset programs
Locate owners of uncashed checks and dormant accounts
Shareholder CleanUp
Help your shareholders update and reactivate their accounts
PostMerger CleanUp™
Clean up your register after a corporate transaction
View upcoming and archived unclaimed property webinars and podcasts
Learn More
Thought Leaders in Unclaimed Property Video Series
Don’t miss an unclaimed property deadline – get your monthly calendar straight to your inbox
Don't Overlook Unclaimed Property in Advance of a Corporate Action
The Georgeson difference
We offer a full suite of unclaimed property services. Partnering with us provides your organization with:
Flexibility
As your one-stop shop for your unclaimed property needs, you have the option to work with us on any or all phases of your requirements - from escheatment prevention, due diligence, and annual escheat reporting, to consulting services and audit support. Whatever your unclaimed property need is, we've got you covered.
Simplicity
We make implementation of all of our programs easy for you, and provide your owners with the most convenient ways of claiming their property.
Deep research
Our research group utilizes superior databases and reverse address directories, coordinating with state and county government agencies and genealogical services to locate your owners quickly and efficiently.
Excellent customer service
Our outbound calling efforts and multiple reminder mailings set our program apart from the rest. We provide clear, transparent and owner-friendly communication. We fully disclose the name and value of the asset, along with any fees and other alternatives available to the owner. We also explain what owners need to do, help them resolve problems, and, most importantly, motivate them to act.
Data security
No data leaves our network, including print and mail services. Owner information is maintained and controlled on our proprietary systems, allowing for greater data integrity and enhanced privacy.
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How well do you understand the risks and exposures related to unclaimed property? Take our quiz to find out your unclaimed property IQ and sign up to receive updates on our latest thought leadership and legislation updates.
Oddlot programs – manage your registry and reduce costs
Industry Focus: Unclaimed Property in the Oil and Gas Industry
Unclaimed Property Roadshow
Since 2021, Georgeson has protected over $85.9 million from escheatment
Unclaimed property policy and procedures manual
Industry Focus: Unclaimed Property in the Banking industry
Leave it UP to the experts
Keeping things running smoothly at an enterprise is challenging, and you've got a myriad of different compliance issues to tackle. When it comes to unclaimed property compliance, with the ever-changing state requirements and the growing risk of audits, fines and penalties, you need a way to make sure you can Keep UP with Confidence with a partner that knows the industry and state requirements for everything from due diligence to reporting inside out.