Forgotten Money Checklist

What’s Inside the Forgotten Money Checklist

Your Treasure Map Takes Only 15 Minutes

Calculate your potential forgotten money

How to estimate how much might be out there based on your job history, moves, and life transitions (most people are surprised by this number)

Pinpoint the lifetime locations of your funds

The exact government databases to search state by state, plus how to search for old 401(k)s, pension plans, and investment accounts

Identify overlooked revenue opportunities

Where to look for forgotten insurance refunds, escrow checks, utility deposits, safe deposit boxes, and dividend payments

Ready-to-use email templates

Copy-paste templates for contacting old employers, HR departments, and plan administrators about forgotten retirement accounts