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.

Ebook:

Armored Audit

How to Protect your Organization from the Risks & Liabilities of Abandoned & Unclaimed Property Audits

Ebook:

Gear UP!

For an (Almost) Foolproof Unclaimed Property Compliance Management System

Ebook:

The Invisible Plan

Navigating & Negotiating Unclaimed Property for Least Impact

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Guide To Unclaimed Property Voluntary Disclosure Agreements

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Becoming Your Company's Go-To UP Champion

Reference:

Encyclopedia of Unclaimed Property Types

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Calculating the Financial Impact of Unclaimed Property Compliance

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How to Tame a Wild Owner:

Turning Negatives into Positives

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The Six Most Important Ways to Avoid an Unclaimed Property Audit

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Unclaimed Property Knowledge Resources

Where to Get the Most Useful Information about Unclaimed Property & Escheatment

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5 Steps to Preventing Abandoned Property

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The Pitfalls of Managing Your Own Unclaimed Property Audit

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Six Ways Unclaimed Property Takes a Toll

—and Ways to Overcome Them

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What’s Your Unclaimed Property Audit Power?

Use This Chart to Find Out

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How to (Almost) Foolproof Your Unclaimed Property Processes

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21 Ways to Fail An Unclaimed Property Audit

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Digest of Unclaimed Property Pitfalls

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Guidelines for Working With State Unclaimed Property Administrators

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Card Balances - Get Into Escheat Shape

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Corporate Asset Recovery:

A Guide to Uncovering and Recovering Unclaimed Funds

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Unclaimed Property RFP: Guide To Get Results

Learn key components to efficiently obtain results and make an informed decision.

Reference:

Lost Securityholder Searches

Learn the SEC requirements for lost securityholder searches

Reference:

An Executive’s Unclaimed Property Glossary

Understanding the basics, business challenges and next steps of escheatment

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

Industry-Specific Guide:

Unclaimed Property in Oil & Gas

Why it’s More Important than Ever to Pay Attention

Guide:

Unclaimed Property 101

A beginner's guide

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Industry Focus: Retail