Escheatment Project Coordinator
Current• Identify the different escheatment rules by state.• Work with HSA/Finance to identify accounts requiring escheatment based on the applicable stateguidelines.• Client outreach via phone/email to retrieve updated information for reissuing payments.• Heavy documentation of each outreach in Excel.• Identify the process for complex escheatment filings including reporting on those who are non-responsive.• Work with HSA/Finance to establish process for completing escheatment of accounts.