TEXT OR CALL US: (855) 544-3463 Ext. 0
201 North Illinois Street, 16th Floor-South Tower,
Indianapolis, IN 46204
Toll-Free: 855.544.3463, Fax 855.544.3463
www.returnassets.org
We understand that submitting personal and legal documentation requires trust. Protecting your information is a responsibility we take seriously. This Data Security and Privacy Statement explain how we safeguard your data throughout the unclaimed property recovery process.
Our goal is simple: to ensure your information is handled securely, confidentially, and only for the purpose of recovering your assets
To assist with your claim, we may collect and process certain personal and identifying information, including but not limited to:
• Full name and contact information
• Government-issued identification
• Date of birth and last four digits of Social Security number (when required)
• Legal documents related to estates, ownership, or authorization
We only request information that is necessary to verify ownership and submit claims with the appropriate state agencies.
How Your Information Is Used – Your information is used exclusively to:
• Verify your identity and ownership interest
• Prepare and submit unclaimed property claims
• Communicate with state agencies and financial institutions on your behalf
• Complete the recovery and distribution of assets
Your data is never used for marketing purposes and is never sold, rented, or shared with unauthorized third parties.
We implement industry-standard administrative, technical, and physical safeguards to protect your information, including:
• Encryption: All digital records and communications are stored within encrypted systems to prevent unauthorized access.
• Restricted Access: Your sensitive documents are only accessible to authorized personnel who are directly involved in your
claim.
• Physical Security: Any physical documents we receive are maintained in locked, secure cabinets within our professional
facilities.
• Secure Submission: We provide multiple secure methods for you to send us your documents, including encrypted upload
links and secure fax lines.
Once the required retention period has passed, your data is destroyed using industry-leading methods to ensure it can never be retrieved:
• Physical Documents: Securely shredded using certified document destruction services within 30 days after claim is approved.
• Digital Files: Permanently wiped using secure software that meets global IT standards (NIST SP 800-88).
Your information is treated as strictly confidential. It is shared only when required to complete your claim, such as with:
• State unclaimed property divisions
• Government agencies or financial institutions directly involved in asset recovery
All disclosures are limited to what is legally required to process your claim.
Your Control and Transparency – You maintain the right to:
• Ask how your information is being used
• Request clarification regarding documentation requirements
• Receive confirmation that your information is being handled securely
We believe transparency is essential to building trust and are happy to address any questions you may have.
We are committed to handling your information with care, discretion, and professionalism. Your privacy and security are fundamental to our process, and we take every reasonable step to protect your data while working to recover what rightfully belongs to you.