While you are diligent about compliance, the complexities of unclaimed property can make it easy for anyone to run into issues. Using UPTools in your Microsoft Excel spreadsheets can help avoid some of those issues regardless of what software you are using to process unclaimed property reports. With this tool, you can:
- Quickly calculate dormancy…by state…pre-escheat…from any spreadsheet
- Retrieve correct addresses to improve due diligent letter delivery
- Cross reference the Social Security Death Master File*
- Find current addresses, phone numbers, date of birth, and more!