Find My Unclaimed

Property type · NAUPA CS02

Unclaimed education sav acct-mutual fund

57
records of this type
$355K
total being held
$4,439
median record
$27,384
largest record

Mutual fund shares or an investment account that became unreachable.

Fund positions are often opened once and never touched. When the statements start bouncing, the fund reports the holding to the state.

What you will need to claim it

Fund statements, the account number, or confirmation from the fund administrator.

Every claim also needs government photo identification and proof of your Social Security number, plus a document linking you to the address the property was reported under. That last item is the one that stops most people.

Who reported the most of it

Unclaimed education sav acct-mutual fund: common questions

What is unclaimed education sav acct-mutual fund?

Mutual fund shares or an investment account that became unreachable. 57 such records are in our database, worth $355,200 in total, with a median of $4,439.

Why did this end up with the state?

Fund positions are often opened once and never touched. When the statements start bouncing, the fund reports the holding to the state.

What proof will I need?

Fund statements, the account number, or confirmation from the fund administrator. On top of that, every claim needs government photo ID and proof of your Social Security number.

Is unclaimed education sav acct-mutual fund still claimable after many years?

Yes. States hold unclaimed property indefinitely as custodian. There is no deadline and no point at which the state takes ownership — records from the 1980s are claimed regularly.

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Other kinds of unclaimed property

Counted from the California public unclaimed property file, refreshed weekly, covering records of $2,500 and above with no claim activity recorded. Category code CS02 follows the NAUPA standard property type list used by state administrators.

Find My Unclaimed is a private company. We are not a government agency and we are not affiliated with, endorsed by, or acting on behalf of any state treasurer, controller, or unclaimed property office. You always have the right to file your own claim directly with the state for free.