Furthermore, The Retirement Equity Act of 1984 provides for benefits to be paid to surviving spouses. Spouses of deceased workers who did not opt out, therefore, should initiate a search if they feel they may be entitled to benefits not received. The Pension Search Program, initiated in 1996...
Go to the bank with which your father did business. Explain that your father has passed away and, if necessary, provide the bank with a copy of the death certificate. (Some banks will not release financial information unless you can show the account holder is deceased. Others require that o...
Missing Inheritance Search - Find unclaimed life insurance, IRA and 401k retirement plans, bank accounts, savings bonds, stock and mutual funds owed deceased family members.
But generally, dependents (or nominees) of the deceased account holder do not know about these accounts at all. And many times, the account holders fail to update the nominee details. At times, the account holder’s address and contact details may have changed but the banks would still not ...
We search public and private databases, including financial reporting from banks, investment funds, the IRS, and more. Once we’ve confirmed a match with the deceased, we automate the closure and move the funds into a retirement account for our customers....
401k Retirement Plans Unclaimed 401k plans Each year, $850 million in 401(k) retirement plan assets owed employees of companies that have gone bankrupt or ceased operations go unclaimed. Families of deceased workers forget to claim billions more.Missing 401(k) Search ...
On special request of individual family members of mostly deceased veterans, I provide a special tour where their relative spent their time during the battle for the Rhineland. I also provide tours for specific military units. I also give presentations to schools about the Second World War in ge...