Unclaimed Property RFP: Guide to Get Results

Unclaimed Property RFP: Guide To Get Results

Learn key components and ways to navigate the unclaimed property RFP so that you can efficiently obtain results and make an informed decision.

Making the decision to issue an unclaimed property Request For Proposal (RFP) is a great step in finding a solution to meet your escheat compliance needs.

This resource will cover:

  • Benefits to issuing an RFP
  • Why companies decline to participate in an RFP
  • Understand the criteria and departments that should be included in the process
  • Learn 7 key steps of RFP preparation
  • Take advantage of sample questions to include in your unclaimed property RFP
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