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[SandrA9810]

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[chris31997]

Do you know who you or someone invested with, ie the broker? I would contact them and see if the stocks are still owned or not. I would think you need to figure that out before you do anything else.

 

[SandrA9810]

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[crisi]

But there is no broker name on the paper?

You can try shareholder relations for the company, they may be able to say whether she is a shareholder of record.

 

[tvguy]

Stupid question...is the company name on those papers? Their investor relations department should be able to trace them if you have the names of the potential owners.

 

[undertheradar]

There aren't any yearly tax forms for these? Depending upon the state, inactive accounts become state property.

 

[ICF]

There aren't any yearly tax forms for these? Depending upon the state, inactive accounts become state property.

That was my thought too. I would have thought you would have gotten some sort of tax forms, if you (or your grandmother) still owned the stocks.

See if there is an unclaimed money / property website for your state. I know Indiana has one that is very easy to use.

 

[SandrA9810]

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[rapmarks]

Usually reinvested stock goes through Shareholder Services, and they will also send you a 1099 every year if the stock is still earning dividends. so first find out if your grandmother is receiving a 1099B and also check to see if the company still exists. it may have gone under, or been taken over by another company. If it is still around, google Shareholder services, and call them with her social, they will find out for you. I just settled my aunt's estate and had a similar situation.