Frequently Asked Questions/Answers

Category:  Unclaimed Property

HOW CAN I AVOID HAVING UNCLAIMED PROPERTY?

Here are ten ways to ensure that your property is not turned over to the State:

1. Make sure that you update addresses with insurance companies, investor relations and utility providers.

2. Promptly cash all refund, rebate and dividend checks.

3. Respond to stock shareholder service requests for action.

4. Resolve insurance claims in full.

5. Identify co-owners or beneficiaries of financial and investment accounts.

6. Automaticwithdrawal for safe deposit box rental fees.

7. Purchase cashier's checks and money order at finacial institutions where you have accounts.

8. Use store or vendor credits within 1 year.

9. Update financial/investment accounts following marriage, divorce, death of a spouse or name change.

10. Inventory type/location of financial assets and provide to trusted advisor/friend.

 


 

 

 

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Wisconsin Office of the State Treasurer
Physical Address:   B38 W State Capitol, Madison, Wisconsin   -    Mailing Address:   PO Box 7871 Madison, WI 53707
Phone: 608-266-1714
Treasurer@wisconsin.gov


PROCEDURE FOR MAKING REQUESTS
Effective January 1, 2017, the Office of Wisconsin State Treasurer (OST) will follow the same fee guidelines for records requests as the Wisconsin Department of Administration.