California has updated their handbook to reflect some changes for spring filing. The changes include a new Holder's Claim for Reimbursement form (HCR-1), a new Securities Summary (SS-1) form, and new instructions for EFT payments. As a reminder, EFT payments are allowed for all reports but become a requirement if you are remitting $20,000 or […]
Upcoming due diligence and state report due dates for unclaimed property
If you report securities (stocks, bonds, mutual funds, etc) to California, you’ll want to read the notices posted to their website today. The SS-1 form, which is required when reporting securities, has been redesigned. You can view and download the new form here under the ‘Securities’ heading. The instructions for reporting have also changed. Click […]
State Reports March 1 – Delaware has a filing due for some holder types. View website here. March 10 – New York has a filing due for some holder/property types. View website here. March 30 – Connecticut has a filing due for all company types. View website here. Due Diligence Life Insurance companies should send […]
Eagle Technology Management
ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
- ETM Wings, UPEnterprise, and UPExchange Products Now SOC 2 Certified Through the American Institute of Certified Public AccountantsFebruary 22, 2017 - 8:58 am
- ETM delivers technology to address aspects of compliance required by many holders, yet not currently addressed by older technologies.January 12, 2016 - 5:00 am
- ETM Announces Matt Santill as Chief Information Security OfficerNovember 17, 2015 - 2:56 pm
- ETM Now Exceeds 40,000 UPExchange UsersOctober 14, 2015 - 11:49 am
Eagle Technology Management, Inc.
5825 Council Street NE
PO Box 11100
Cedar Rapids, IA 52410-1100