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We need to hear from you soon 

Time is running out Jason

Update your information as soon as possible or your assets may be considered
abandoned property





Why we are reaching out
UBS Financial Services Inc. has a stock benefit plan account in your name and it
is currently coded as "inactive" or as having an "unknown address".

 

A previous email was sent to you regarding this matter in May. If you have
already responded, please disregard this notice. 

 
What this means
If you do not take action, the account will be considered abandoned property. US
abandoned property laws require financial institutions like us to send unclaimed
property to the state if we do not have confirmation of the owner's correct
address and/or after a period of inactivity. This is called "escheatment."
 
What you need to do—and by when

You need to call us and update your information soon or we will transfer your
assets to the state.1

 
What else you might want to know

In order to make every attempt to keep your account from becoming abandoned
property, you may also receive—or have already received—a notice from the UBS
Abandoned Property Team regarding this matter through postal mail. 

 

To avoid the risk of escheatment make sure you stay in touch. This means you
should proactively interact with us. Here are some ways to do this:

 * Log into the One Source portal (if available)
 * Email us at wwsescheatment@ubs.com* 
 * Call us at the appropriate number below
 * Keep your contact information current 

* Emails must be received from an email address currently on your account
profile.

 

Don't wait too long. Call us to record your account activity. Representatives
are available from 3 a.m. to 11 p.m. ET.  Due to the high call volume, hold
times may be increased. 


 

US participants

Contact the UBS Service Center

1-833-508-0559

3 a.m. to 11 p.m. EST 

Or email us anytime at wwsescheatment@ubs.com*  

International participants

Contact the UBS Service Center

1-201-352-9332

3 a.m. to 11 p.m. EST

Or email us anytime at wwsescheatment@ubs.com*  

 

Important: Contact UBS at the numbers above to ensure your activity is captured
appropriately and in a timely manner. If you contact your local UBS Branch
office, there may be a delay in processing your activity due to higher than
normal call volume and limited hours of operation.

 

 

1 For U.S. accounts the assets would transfer to the state appearing on the
address and for an account with a non-U.S. address, the assets would be
transferred to the state in which UBS is incorporated.


E-mails like this will be occasionally sent to help you get the most of your
benefit. Please do not reply to this message as replies will not be read or
forwarded for handling.

This communication is issued by UBS and is intended for the recipient only and
not for further distribution without the consent of UBS. It is for informational
and educational purposes only and should not be relied upon as investment advice
or the basis for making any investment decisions. It has not been prepared with
regard to the specific objectives, financial situation or particular needs of
any specific person. No representation or warranty, either express or implied,
is provided in relation to the accuracy, completeness or reliability of the
information contained herein. Any opinions expressed are subject to change
without notice and may differ or be contrary to opinions expressed by other
business areas or groups of UBS.

UBS may disclose your information to affiliates, agents and third party
providers inside or outside your country of residence to perform services for
UBS. Our affiliates, agents and third party providers who have access to
personal data obtained through the UBS Website are obliged to respect privacy.

Please click here for additional important disclosures and information about
UBS’s e-mail policies. Unsubscribe from this list if you wish to stop receiving
such e-mails.

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. For more information, please review the PDF document at
ubs.com/relationshipsummary.

UBS Financial Services Inc. | 315 Deaderick Street - (V7C6) | Nashville, TN
37238

 

Approval code: RC2744 | Expiration date: 5/31/2023 

© UBS 2022. The key symbol and UBS are among the registered and unregistered
trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a
subsidiary of UBS Group AG. Member FINRA. Member SIPC.

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