DU Community Help
Related: About this forumIs there a forum here for this?
DU has so many smart members that I come here with random questions whenever possible. There's usually some appropriate group. But I don't see one for this. Can you recommend a forum? Or maybe just answer the question?
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Decades ago I acquired stock in the company I worked for. It was privately held and offered no dividends. Ive been retired for approximately 10 years, and this year I got a 1099-DIV form that said the total of ordinary dividends Id received is 410.64. My problem is that I have no idea how to get access to that money. I cant find out much about the current state of the company. No one returns calls that I make. You have to have a business e-mail address to contact them via their web site. For what its worth, the company is Jenzabar, Inc, located in Harrisonburg, VA, although the phone associated with their old Boston location continues to work.
Can anyone suggest a way for me to get access to my $410?
tia
las
bucolic_frolic
(46,951 posts)Explain to them your situation.
https://jenzabar.com/
https://jenzabar.com/contact-us
There is also an 800 help number for their software apparently.
Fill out the contact form with whatever it will take. Your company? Self or self-employed, or retired, or Jenzabar.
Ask them for investor relations. Tell them you worked for them and hold company stock.
LAS14
(14,676 posts)dlk
(12,350 posts)If you need additional assistance, the SEC has more information:
http://www.sec.gov
LAS14
(14,676 posts)LAS14
(14,676 posts)...personalized letter giving me a link to a different agency. Have you to follow that route.
Marthe48
(18,970 posts)TOPICS>ECONOMY & EDUCATION> Personal Finance and Investing
Good luck with your search.
If you are a senior, and if you have a local senior center, there might be some volunteer tax preparers who might be able to point you to a solution.
Also, most states have an unclaimed fund site, and you can search for your name. If MA or VA have that site and the business you worked for offloaded their stock obligations, you might be on the list and get it that way.
Good luck.
LAS14
(14,676 posts)multigraincracker
(34,057 posts)Mine is great for questions like that. They have a broker there a couple of days a week.
Good luck.
I have all of my dividends deposited in my savings account.
Yonnie3
(18,106 posts)Corporate office
Address: 181 S Liberty St, Harrisonburg, VA 22801
Phone: (540) 432-5200
If all else fails, snail mail and if no response then a registered letter.
I was in an ESOP (Employee Stock Ownership Program) and all dividends were reinvested in the the stock. I did receive 1099s but never cash. I had trouble getting the shares. It has been a quarter of a century and I don't recall the details. It took months after I found out how.
Sorry I'm not more help, but I do recall that I didn't get the information I needed until I sent a letter.
Check the escheat office of the state you were living in when you last worked there. That's where the checks should ultimately be ending up.
Jenzabar
101 Huntington Avenue Suite 2200
Boston, Massachusetts 02199
526 employees on LinkedIn
shorturl.at/bAMQ6
Irene V. Porokhova
General Counsel
https://www.massbbo.org/s/attorney-lookup?fName&lName=porokhova&loc&bboNumber
Fandy Si
Assistant General Counsel
https://www.massbbo.org/s/attorney-lookup?fName=fandy&lName=si&loc&bboNumber
Paul Madick
Assistant General Counsel
https://apps.calbar.ca.gov/attorney/Licensee/Detail/145523
That's three phone numbers for you.