Our purpose
Check your eligibility for unclaimed funds
You may be eligible for unclaimed money such as uncashed tax refund checks, forgotten dividends, old account balances or other benefits. It depends on your own records and other qualifying information.
Take the time to find out whether any unclaimed money is listed in your name. Check your eligibility, learn about the application requirements, and see what benefits may be available to you.
Your first step is to check your eligibility and understand your rights.
States, counties and the federal government hold money that was never collected: cheques the IRS mailed and never cashed, old payroll and insurance cheques, security deposits, and balances left in closed accounts. When the organisation holding the money cannot reach the owner, it is turned over to a public register rather than written off.
Those registers are public. You can search them yourself using your own name, a former address, or the name of a relative who has died — you do not need anyone to search them for you. If a possible match appears, releasing the money is a separate step that requires proof of who you are and proof the money is yours.
That is the part we help with. We search alongside you, explain what each possible match actually is, and prepare the claim documents the office will accept. We do not hold the money, we do not decide who receives it, and a search can simply turn up nothing.
Who holds it
State and county unclaimed property offices, the IRS and the courts. Each keeps its own register.
What a search needs
A name, any addresses you have lived at, and for a deceased relative their date of birth.
What we do
We run the searches with you, then prepare the identity and ownership documents a claim requires.
About us
Benefits advice without the maze
We were founded in 2011 by housing caseworkers and retired tax preparers who kept meeting the same problem: help existed, but nobody could find it.
What we do
Allocation Grant Refund reviews a household's full situation — age, income, housing, dependants and employment history — and maps it against housing assistance schemes, rebates, household support and refundable credits at local, state and federal level.
Where a household qualifies, we prepare the paperwork, submit it, chase the awarding office and appeal when a decision looks wrong. Where it does not, we say so and point to the charities or hardship funds that may still help.
Our caseworkers specialise: one team for seniors and retirees, one for educators, one for families with children. That focus is why our approval rates run well above the national self-filing average.
Here when you need us
Our case work is funded by community grants and institutional partners, never by the households we serve.
Honest about outcomes
We tell you plainly when a claim is unlikely, and we explain the reasons behind every decision letter.
Built for real lives
Phone appointments, home visits, large-print documents and interpreters — support that fits how you live.
Ready to see what you qualify for?
Start with a review, or call and speak to an adviser today.