You will find various posts from unclaimed property experts, assisting you with information related to processes, legislature and helpful tips

Are You Considering Outsourcing Your Unclaimed Property Processes?

Managing an organization’s unclaimed property can be a full-time job. With the complexities of regulatory requirements, the numerous due diligence and dormancy tracking rules by property type and state, along with due diligence requirements, also varying by state, record retention needs in case of an audit, as well as reporting to multiple states, the process […]

Sherry Hale

Marketing Manager

More Posts

Millennials in the Workplace

At a recent national conference attended by finance professionals, one of the topics for discussion was how to engage millennials in careers in the financial industry, specifically back-office and accounting careers. The consensus was that millennials are engaged by technology, and it is the responsibility of the employer to offer tools and applications that make […]

Ed Thomas

VP Major Accounts

More Posts

New York Advertising Requirements – Who? What? Where? When?

As we all know, not all states have the same requirements regarding the various steps it takes to complete your Unclaimed Property State Report. The state of New York requires that certain companies publish information about unclaimed property to newspapers. The advertising does not replace the need to send Due Diligence letters. It is required […]

Karen Jackson

Account Executive

More Posts

Update on Report Delivery Methods

Tennessee has changed up their report delivery process. They now require that all reports be uploaded directly to their website. The process to create the NAUPA report is unchanged. You’ll still need your reporting software to create the report file in the encrypted ‘HDE’ format. When you have your HDE file ready, go to the […]

Danielle Herring

Product Manager, UPExchange

More Posts