Find My Unclaimed

Property type · NAUPA IR03

Unclaimed traditional ira - securities

592
records of this type
$15.8M
total being held
$6,744
median record
$5,433,885
largest record

Shares registered in your name that the transfer agent could no longer reach you about.

Usually an employee share plan, a demutualised insurer, or a long-held certificate. Returned dividend cheques are the usual trigger — after a few, the whole position is reported as abandoned.

What you will need to claim it

Certificates, old brokerage or transfer agent statements, dividend stubs, or the DRIP account number. Securities claims take longest, so bring whatever you have.

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 traditional ira - securities: common questions

What is unclaimed traditional ira - securities?

Shares registered in your name that the transfer agent could no longer reach you about. 592 such records are in our database, worth $15,832,872 in total, with a median of $6,744.

Why did this end up with the state?

Usually an employee share plan, a demutualised insurer, or a long-held certificate. Returned dividend cheques are the usual trigger — after a few, the whole position is reported as abandoned.

What proof will I need?

Certificates, old brokerage or transfer agent statements, dividend stubs, or the DRIP account number. Securities claims take longest, so bring whatever you have. On top of that, every claim needs government photo ID and proof of your Social Security number.

Is unclaimed traditional ira - securities 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.

Search your name against every record we hold.

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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 IR03 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.