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Knowledge Vault

These educational materials support unclaimed property professionals, from frontline staff to executive decision-makers. Use them to train and support staff, make better decisions, demonstrate expertise, solve specific escheatment problems, design policies and expedite the process.

State/Province Resources

For links our member organizations, as well as a complete list of state/province unclaimed property websites for your convenience, please visit our State/Province Resources page.

E-BOOKS

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Ebook:
Armored Audit
How to Protect your Organization from the Risks & Liabilities of Abandoned & Unclaimed Property Audits
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Ebook:
Gear UP!
For an (Almost) Foolproof Unclaimed Property Compliance Management System
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Ebook:
The Invisible Plan
Navigating & Negotiating Unclaimed Property for Least Impact

WHITEPAPERS

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White Paper:
Becoming Your Company's Go-To UP Champion
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Reference:
Encyclopedia of Unclaimed Property Types
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White Paper:
Calculating the Financial Impact of Unclaimed Property Compliance
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White Paper:
How to Tame a Wild Owner:
Turning Negatives into Positives
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White Paper:
The Six Most Important Ways to Avoid an Unclaimed Property Audit
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White Paper:
Unclaimed Property Knowledge Resources
Where to Get the Most Useful Information about Unclaimed Property & Escheatment
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White Paper:
Impact Report, July 2015:
Current Delaware Litigation & Potential Protective Claims
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White Paper:
5 Steps to Preventing Abandoned Property
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White Paper:
The Pitfalls of Handling Your Own Unclaimed Property Audit
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White Paper:
Six Ways Unclaimed Property Takes a Toll
—and Ways to Overcome Them
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White Paper:
What’s Your Unclaimed Property Audit Power?
Use This Chart to Find Out
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White Paper:
How to (Almost) Foolproof Your Unclaimed Property Processes
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White Paper:
21 Ways to Fail An Unclaimed Property Audit
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White Paper:
Digest of Unclaimed Property Pitfalls
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White Paper:
Guidelines for Working With State Unclaimed Property Administrators
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White Paper
Card Balances - Get Into Escheat Shape
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White Paper
Corporate Asset Recovery:
A Guide to Uncovering and Recovering Unclaimed Funds
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White Paper
Unclaimed Property RFP: Guide To Get Results
Learn key components to efficiently obtain results and make an informed decision.

Other Resources

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Reference:
Lost Securityholder Searches
Learn the SEC requirements for lost securityholder searches
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Reference:
An Executive’s Unclaimed Property Glossary
Understanding the basics, business challenges and next steps of escheatment
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Industry-Specific Guide:
Healthcare Unclaimed Property & Problem Finder
A Useful Tool for Staff
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Industry-Specific Guide:
Unclaimed Property Pitfalls for Payroll Staff
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Industry-Specific Guide:
Unclaimed Property in Oil & Gas
Why it’s More Important than Ever to Pay Attention
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Guide:
Unclaimed Property 101
A beginner's guide
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White Paper
Industry Focus: Retail