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Best practices for unclaimed property in a shared services environment

July 3, 2023
July 3, 2023


Q. We are currently evaluating our unclaimed property processes to review areas of opportunities in a shared service environment. Are there any best practices that can be shared? A. This is a very broad question and perhaps a bit challenging to address in the confines of the Ask the Expert format. However, we'll offer some basic advice in as concise a form as possible. A good place to start your research is to thoroughly explore your IOFM resources, which will serve as a foundation to begin. 1.…

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