Be sure to adhere to official NAUPA formats
For more than two decades, NAUPA has established and approved a set of codes in a uniform format to make electronic reporting more consistent. This is especially beneficial to organizations who file reports in multiple states. Free reporting software is available that produces reports in the NAUPA format.
NAUPA Standard Electronic File Format
All 50 states have used the NAUPA standard electronic file format since 2004. NAUPA II is the current version in production. Development is underway on the NAUPA Standard File Format Reengineering Project (NAUPA III). The NAUPA III release is expected in the coming year and will co-exist with NAUPA II during transition to the new format.
Free Holder Reporting Software
There are numerous private holder reporting software options on the market. It is important to select software which will produce a report in the NAUPA standard electronic format. State unclaimed property programs accept the free reporting software HRS Pro (basic version), which produces a report in NAUPA standard electronic format.
Learn essential unclaimed property fundamentals
On-demand webinar provides key holder reporting education
In this 90-minute webinar presented by NAUPA, participants will learn the essential unclaimed property fundamentals and skills needed to file accurate, error-free reports. Among the professionals who will benefit from the webinar are those who: