Keane's Unclaimed Property Blog

Best Practices (15 articles)

The Silver and Gold of Account Retention & Acquisition

The Silver and Gold of Account Retention & Acquisition

Best Practices, Compliance

“Make new friends, but keep the old,” a phrase that has been ingrained in most of us since childhood, seems to elude businesses in the present day. Why is it that so many corporations and businesses overlook this age-old mantra and lose touch with the “old” relationships? In an age where the average attention span […]

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California Updates Process for Reporting and Remitting Securities

Best Practices, Brokerage, Compliance, State Escheatment

With the June Remit Report due date looming in June, the California State Controller has updated the Unclaimed Property Holder Handbook with instructions for properly reporting securities in California. A summary statement that outlines all changes made in the reporting process was just posted on the State Controller’s Office website. The primary changes and highlights […]

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Death Master File Searches Continue to be a Hot Button Topic

Best Practices, Compliance, Insurance, State Escheatment

Maryland recently became the third state to propose legislation similar to the NCOIL Model Unclaimed Life Insurance Benefits Act, requiring insurance companies to conduct Death Master File (DMF) searches to proactively identify deceased policy owners. Meanwhile, a US Representative has introduced a bill to Congress that would prevent the Social Security Administration (SSA) from making […]

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