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#2
06-01-2006, 07:01 PM
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 Re: Lost 401(k) "John A. Weeks III" <john[at]johnweeks.com> wrote in message news:john-231A37.07340701042006[at]sn-ip.vsrv-sjc.supernews.net... - quote - > If that employer does not exist, and was not
Some states run abandoned property web sites. That may help, if that's the> taken over or merged with, then the 401K may have been sent > to your state as abandoned property. case. -- Chris Cowles Gainesville, FL |
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#1
04-01-2006, 01:34 PM
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| Re: Lost 401(k) In article <1143856656.186000.245140[at]e56g2000cwe.googlegroups.com> , megawhizzz[at]netscape.net wrote: - quote - > I have a rather unusual question that I hope someone can help with...
His employer should have that information. He should contact> My father worked in the US for many years before moving to India, and I > believe during this time he made contributions to a 401(k) plan. Now > that he is retired, he would like to come back to the US to live with > me, and draw on his retirement savings. The problem is that he cannot > remember what financial institution the savings were in. > Is there any way I can locate the savings (using his name, SSN, etc)? the HR dept at his last US employer. If the company no longer exists, then you may have to find who they were bought out by or merged with. Beyond that, it is a detective game. Does he have any paper- work from the past jobs, such as statements, pay stubs, W-2 forms, etc. Did he do his own taxes, or use a tax preparer? If the latter, perhaps his tax preparer still has records in his file. Or maybe your father can get a copy of his taxes from the IRS (they have a form for that). Did your father simply abandon the 401K (ie, leave it with the company when he left), or did he do a roll-over? If he did not do a roll-over, then the 401K is still with his past employer. If that employer still exists, they would be able to look it up. If that employer does not exist, and was not taken over or merged with, then the 401K may have been sent to your state as abandoned property. If he did do a roll-over, then he is going to have to find that bank or brokerage firm. -john- -- ================================================== ==================== John A. Weeks III 952-432-2708 john[at]johnweeks.com Newave Communications http://www.johnweeks.com ================================================== ==================== |
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04-01-2006, 01:20 PM
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| Re: Lost 401(k) megawhizzz[at]netscape.net writes: - quote - > My father worked in the US for many years before moving to India, and I
The easiest way is to contact the former employer through which he made> believe during this time he made contributions to a 401(k) plan. Now > that he is retired, he would like to come back to the US to live with > me, and draw on his retirement savings. The problem is that he cannot > remember what financial institution the savings were in. > Is there any way I can locate the savings (using his name, SSN, etc)? the 401(k) contributions in question. -Sandra the cynic |
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#-1
04-01-2006, 09:50 AM
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| Lost 401(k) I have a rather unusual question that I hope someone can help with... My father worked in the US for many years before moving to India, and I believe during this time he made contributions to a 401(k) plan. Now that he is retired, he would like to come back to the US to live with me, and draw on his retirement savings. The problem is that he cannot remember what financial institution the savings were in. Is there any way I can locate the savings (using his name, SSN, etc)? |
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| 401k, lost |
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