Escheatment Services. Ø Complete required due diligence prior to each filing; Ø Update account records with new addresses and reunite shareholders with their property; Ø Prepare and file annual abandoned/unclaimed property reports in accordance with each state’s abandoned property laws; Ø Maintain records of each state filing and update shareholder files accordingly; and Ø Assist shareholders in recovering property that has been escheated.
Appears in 3 contracts
Sources: Stock Transfer Agency Agreement (Tortoise Capital Resources Corp), Stock Transfer Agency Agreement (Tortoise Energy Capital Corp), Stock Transfer Agency Agreement (Madison Strategic Sector Premium Fund)