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Consumer Alert: Unclaimed IRA

50 million savers own IRA’s containing mutual funds, stock, bonds and CD’s worth $3 trillion. Do to their long term nature, large numbers of owners and heirs – who may not be aware of a deceased family member’s IRA or rollover 401k – fail to claim accounts to which they are entitled.

► Missing IRA Search

Consumer Alert: Lost 401(k) Accounts

$850 million in 401k assets are ‘orphaned’ each year; because workers fail to claim or rollover accounts when they change jobs or retire. The missing often are family members of deceased employees who fail to claim benefits from employment ending years earlier.

► Unclaimed 401k Search

Consumer Alert: Missing Pensions

Pension administrators can’t find employees and heirs entitled to claim $300 million in pension benefits, because they’ve moved or changed name. PBGC guarantees benefits, so claims may be made even if a company no longer exists.

► Unclaimed Pension Search

Consumer Alert: Government Pensions

Thrift Savings Plan accounts worth $88 million owed former government employees & military personnel have not been claimed. Accounts may be considered abandoned at age 70 1/2 if withdrawals have not begun.

► Government Pension Search

Consumer Alert: Railroad Retirement Benefits

The Railroad Retirement Trust Fund, valued at $18 billion, pays retirement benefits to former railroad employees in place of Social Security. Five percent of railroad employee addresses on file are not current, because workers or family members have not made the proper notification.

► Railroad Retirement Benefits Search

Consumer Alert: Missing Pensions

► Unclaimed Pension Search

Consumer Alert: Missing Social Security Benefits

Heirs of decedents who have left behind unclaimed assets and unclaimed benefits make up the largest group of individuals owed money and property. Most family members do not know they are entitled to receive funds, as financial records are often incomplete or missing at the time of death.

► Missing Social Security Search

Consumer Alert: Unclaimed Veteran Benefits

Veterans benefits due military personnel frequently go unclaimed. Often overlooked are disabled veteran payments, veteran death benefits and burial allowances, veterans life insurance, savings bonds and military back pay.

► Search Veteran Benefits

Unclaimed Retirement Funds Search

Find and Claim a Lost IRA, Missing 401k or Unclaimed Pension and Retirement Benefits

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