A Valuable New Year's Checklist

The new year is a good time to pause, reflect and review the little details of life that sometimes slip through the cracks during a busy year.

• Current address: Ensure tax documents reach you.
• Correct phone numbers: The fastest way to reach you if we suspect fraud.
• Account ownership: A joint owner can help manage accounts if you're incapacitated.
• Account beneficiaries.

• Renew your opt-out preference for pre-approved credit offers to help protect yourself from identity thieves. Call 1-888-5-OPTOUT
  (1-888-567-8688). This requires a five-year renewal.*
• Add your name to the Do-Not-Call telemarketing registry by calling
  1-888-382-1222 or logging on to www.donotcall.gov.*
• Check the State of California's Unclaimed Property website to see
  if any of the $2.6 billion in unclaimed property belongs to you at www.sco.ca.gov.*