Electronic Reporting – It's Easier than You Think

States continue to move away from paper reporting in favor of electronic reporting. First, let me describe the true difference between the two types of filings as I know many holders are confused. Paper reporting means you enter all of your owner detail into forms approved by the state. Electronic reporting means you enter your […]

Danielle Herring

Product Manager, UPExchange

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To aggregate or not to aggregate – there is no question – not

Article written By Bill Dadmun, Records and Receipts Manager; State of Virginia How many of you use the aggregate function when reporting?  Does it make your life easier?  Listen to this scenario and tell me if it sounds familiar. You get a call from someone that is due $49.95 from a credit balance.  You know based […]

Danielle Herring

Product Manager, UPExchange

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Due Diligence – The Way to Customers' and States' Hearts

Due Diligence is the act of sending out letters to your lost owners or publishing their names in newspapers.  Almost every jurisdiction has laws that require companies to perform due diligence. The most common requirement is to send letters 120 days to 60 days before your filing is due. You'll definitely want to meet each […]

Danielle Herring

Product Manager, UPExchange

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Reciprocal Filing –Why Doesn't Everyone Do It?

Reciprocal or exchange filing means reporting records to a state even though the last known addresses for the records are not in that state. For example, you are incorporated in Georgia so you send all states' records to Georgia with the expectation that Georgia will forward them on to the appropriate states. I know firsthand […]

Danielle Herring

Product Manager, UPExchange

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