The Little Book of Missing Money: A Quick and Easy Guide to Finding Money that is Rightfully Yours

by Mary Pitman, Peter Preovolos (Contribution by), Carol McClain Basset (Editor)

Overview

Most people don't believe this applies to them. But there are BILLIONS of dollars waiting to be claimed.

Life gets busy. You forget about that check that got stuffed in the back of a drawer, You move and forget to get the deposits back for your utilities. Retirement accounts from former employers fade from memory. There's a life insurance policy with you named as the beneficiary that you never knew about. Refunds and rebates get lost.

Additional information you won't find anywhere else includes "Tips to Prevent your Money From Going to the State," a comprehensive list of places to notify if you have a change of name or address or are an executor of a will. State laws that regulate finders are available with the state's contact information.

This is not a one-time process. New listings are added all the time. Search at least once a year.

It's exhilarating to find money for yourself. That same excitement happens when you find money for friends and family. You never know when you'll be a hero to someone who has been secretly struggling financially.

You should not have to pay a ransom to get your own money. Now is a perfect time to get started!

Product Details

ISBN-13:	9780991193608
Publisher:	Do the Right Thing Publishing
Publication date:	03/13/2020
Sold by:	Barnes & Noble
Format:	eBook
Pages:	206
File size:	1 MB

About the Author

Consumer advocate Mary Pitman created the first edition of The Little Book of Missing Money in November 2010. Since then, she has continued to monitor changes in the unclaimed property field, updating the book as necessary. Mary has spent most of her life as a nurse. She has always been an advocate for her patients and now brings that heart of a nurse to being an advocate for her readers.
Peter Preovolos, , APA, RIA, AIFA, PPC is the Chairman&CEO of PenChecks, Inc. and Alpha&Omega, Inc. He has enjoyed a long and successful career in the employee benefit industry since 1966 when he began his career at Wells Fargo Bank An acknowledged leader in the pension benefits distribution field, Peter holds professional designations as a Registered Investment Advisor (RIA) and an Accredited Pension Administrator (APA). He is one of approximately 300 people in the U.S. to earn the prestigious credential of Accredited Investment Fiduciary Analysts (AIFA).

Table of Contents

75 SEARCH TIPS

The Name Game

Charities and Churches

Hospitals

Businesses and Corporations

Local, State and Federal

 

108 PLACES TO LOOK

The Government

            Social Security

            Savings Bonds

            Workers Owed Wages

            Veteran’s Administration

            Financial Management Services

            IRS

Courts

            Court Registry

            Unclaimed Criminal Restitution

            U.S. Bankruptcy Court

            Canadian Bankruptcy

            Class Action Lawsuits

            Child Support

Banking, Financial Services, Stocks

(Partial List)

 

Editorial Reviews

A bantam-sized guidebook brimming with tips on how to search for unclaimed property that belongs to you.

More than $1 billion goes unclaimed each year because of lost or unknown life insurance policies. Meanwhile, $200 million is waiting to be claimed in U.S. Bankruptcy Court. Does any of this cash belong to you? Pitman explains there are troves of money hiding in inactive bank accounts, unredeemed savings bonds, unpaid tax refunds and elsewhere, just waiting for the rightful owner to step forward. With the passion of a treasure hunter and tenacity of a journalist, Pitman has compiled a detailed, step-by-step guide to help the average person unearth their missing money from layers of government and corporate bureaucracy. The book reveals a dizzying number of places where money may linger in limbo, from stocks and charitable organizations to oil and mineral royalties. Even more valuable are the practical search techniques as tested by the cyber-sleuthing author. Besides showing where to look, Pitman demonstrates the dozens of ways a person or business name can be stored in a computerized database. Novices will benefit from veteran tips such as entering "Mr." or "Mrs." as a person's last name may yield better search results. The book also lists obscure sources of money, such as the $70 million waiting in a Native American trust or the $2,000 life insurance benefit for eligible survivors of retired railroad employees who died between 1964 and 2001. Rounding out this helpful text is advice on dealing with professional "money finders" and a handy checklist for changing a name or address. Well-organized and written in everyday language, the book makes searching the jungle of public records seem less daunting. A few real-life case studies on the claiming process from start to finish would have bolstered the author's meticulous research. Still, despite its scant 72 pages, the book is complete enough to equip anyone with the tools to start hunting.

A small book that could point readers toward big money they never knew they had.

Kirkus Reviews