Have you received a letter from Georgeson?

We are the unclaimed property experts – we specialize in locating and reuniting unclaimed funds with their rightful owners

United States > Asset Owners > Unclaimed Property > I received a letter from Georgeson

​​​​​Reunite with your unclaimed assets before they are turned over to the states.​

​​​For more than two decades, Georgeson has worked with leading corporations and financial institutions to help people recover assets from forgotten or abandoned account​s and other lost investments, often owned by deceased family members. Our friendly, dedicated team of unclaimed property specialists help heirs, estate representatives, and other beneficiar​ies recover assets to which they are entitled. We walk you through each step of the claims process, making the process easier for you.​

W​e h​ave successfully reunited more than one million owners with more than $3 billion in ​assets​​​

Call our service center at 1-800-428-0717 or contact us via email below.
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 How can we help you?
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  • Insights
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Frequently Asked Questions​​​​​​​

Documentation requirements will vary based on specific circumstances if the registered shareholder is deceased. Please contact a customer service representative for assistance at 800 428 0717. Typically, at a minimum, you must provide the following documentation before your request can be processed:

  • The new account form, completed and signed by the executor or heir. Please do not sign the new account form with the decedent's name.
  • Photocopy of death certificate of the deceased owner(s)
  • Photocopy of court-issued documents showing your appointment as an executor or proof that you are an heir
  • Verification of the estate's tax identification number (either an assignment letter from the IRS or a copy of a prior year's tax return for the estate)

Note: If you are the spouse of the deceased shareholder and you reside in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington or Wisconsin, you can provide the claim card and the photocopy of death certificate of the deceased owner(s) and the court appointment or small estate affidavit for the deceased spouse.

If an estate was never formally established for the deceased by a probate court, and the value of the shares falls within the requirements of a "small estate" claim, then Georgeson would accept the same "small estate" documents as required by the state where the shareholder was a resident at the time of their death.

Documentation requirements will vary based on your specific circumstances if the shares are registered in the name of a trust and the trustee or grantor is deceased. Please contact a customer service representative for assistance at 1-800-428-0717. Typically, at a minimum, you must provide the following documentation in order for your request to be processed:

  • The new account form, co​mpleted and signed by a current or new trustee
  • Photocopy of death certificate of the deceased trustee(s) or grantor
  • Photocopy of the complete trust agreement
  • Verification of the trust's tax identification number, by either an assignment letter from the IRS or a copy of the trust's prior year's tax return.)

​Documentation requirements will vary based on your circumstances – specifically if the listed organization has been dissolved, is no longer active, or has gone through a merger or name change – if the shares are registered to a business, or religious/non-profit organization. Please contact a customer service representative for assistance at 1-800-428-0717. Typically, at a minimum, you must provide the following documentation in order for your request to be processed:

  • The new account form, completed and signed by the owner or an authorized agent
  • Corporate resolution, charter, partnership agreement, or letter of authorization on the organization's letterhead signed by another member gra​nting authority to sign the claim or return card
  • Verification of the organization's tax identification number by providing either an assignment letter from the IRS or a copy of the organization's prior year's tax return.​

Documentation requirements will vary based on your specific circumstances if the shares are registered to a minor with an appointed custodian (a.k.a. "UGMA" or "UTMA"). Please contact a customer service representative for assistance at 1-800-428-0717. Typically, at a minimum, you must provide the following documentation in order for your request to be processed:

  • The  new account form, completed with the minor's date of birth and Social Security number entered, but signed by the custodian only if the minor has not reached the age of majority
  • Photocopy of the minor's and custodian's Social Security card
  • Documentation showing age of minor and custodian, such as a birth certificate or drivers license​

Please contact a customer service representative for assistance at 1-800-428-0717 if you are calling from within the United States. If further assistance is needed and you are calling from outside the United States please call 732-512-3109. Typically, at a minimum, you must provide the following documentation in order for your request to be processed:​​

  • The claim or return card, completed and signed by the registered shareholder
  • Completed IRS Form W-8 BEN
  • Photocopy of photo identification card or passport
  • Verification of current address (driver's license or any bill (utility, insurance, credit card)
Federal law requires that Georgeson Securities Corporation obtain a residential or business street address prior to opening a brokerage account. Please provide a photocopy of a bill, (utility, credit card, insurance) driver's license, or other document, showing your current physical address. For additional assistance, please contact a customer service representative for assistance at 1-800-428-0717.​

Documentation requirements will vary based on your specific circumstances if the shares are reg​istered to more than one individual. Please contact a customer service representative for assistance at 1-800-428-0717. Typically, at a minimum, you must provide the following documentation in order for your request to be processed:

  • The new account form completed and signed by all listed (living) shareholders. You must include the signatures, Social Security numbers and dates of birth for all (living) shareholders
  • Photocopies of death certificates for deceased shareholders, if applicable

Documentation requirements will vary based on your specific circumstances if you have power of attorney or legal guardianship. Please contact a customer service representative for assistance at 1-800-428-0717.

  • The new account form completed and signed by the individual who has power of attorney for the shareholder or the shareholder's legal guardian. The date of birth and Social Security number entered on the claim card must be the shareholder's.   
  • Photocopy of the Power of Attorney, or Court Appointment establishing your guardianship/conservatorship, and authorizing your control of the shareholder's financial matters.  For court appointed guardianship or conservatorship where the shareholder is deemed incompetent the agent must also provide their address, social security number and date of birth.​

​Please return the completed and signed claim or return card without the missing stock certificates. The Statement on the new account form will apply for the purposes of Georgeson Securities replacing your missing certificates, and an additional fee per replaced share will apply as described in the Statement. Please contact a customer service representative for additional information at 1-800-428-0717.​

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