Many of you are now processing your remit reports for California. They are due before June 15th for all but Life Insurance Companies. California has a mobile version of their website which you can view from your smartphone. The link is http://sco.ca.gov/mobile/default.aspx?mbl=touch. California has also published reporting cycle documents for 1 year property, 3 year […]
Upcoming due diligence and state report due dates for unclaimed property
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 […]
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