Skip to content
BOL Conferences
Learn More - Click Here!

Thread Options
#1583424 - 07/26/11 09:02 PM Abandoned Accounts/Unclaimed Property
Tdollar Offline
New Poster
Joined: Jan 2011
Posts: 8
I have a question. Does anyone happen to know when you have gone through your list and get ready to send letters out to customers, do you have a system generated letter or do you come up with a letter yourself??? This is the irst time I have done this and I am needing a little help. crazy

Return to Top
Operations Compliance
#1584149 - 07/27/11 08:50 PM Re: Abandoned Accounts/Unclaimed Property Tdollar
Bobw Offline
Gold Star
Bobw
Joined: Nov 2006
Posts: 336
New England
have a letter we send out we created. we normally only have a handful after we charge the service charge for escheatment
_________________________
just my opinion, based on my 30+ years

GO RED SOX!!!

Return to Top
#1584154 - 07/27/11 08:52 PM Re: Abandoned Accounts/Unclaimed Property Bobw
rlcarey Online
10K Club
rlcarey
Joined: Jul 2001
Posts: 83,227
Galveston, TX
"we charge the service charge for escheatment"

Which is not allowed in all States........
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

Return to Top
#1585479 - 07/29/11 08:05 PM Re: Abandoned Accounts/Unclaimed Property rlcarey
Bobw Offline
Gold Star
Bobw
Joined: Nov 2006
Posts: 336
New England
understood
_________________________
just my opinion, based on my 30+ years

GO RED SOX!!!

Return to Top

Moderator:  Andy_Z, John Burnett