Content Library
Fall Unclaimed Property Reporting: 5 Takeaways from Our Webinar
What’s due, what’s changed, and how to get from property records to filed reports this season. Key takeaways Unclaimed property touches almost every business. If you issue payments or hold customer credits, you have reporting obligations, even if you’ve never filed before. More than $1 billion in unclaimed property goes to states every year, and…
Ask Sovi® Is Now in ReportMyUP
Fall filing season is here, and the stakes are high. The October 31 and November 1 deadlines cover more than 40 states and the District of Columbia, each with its own dormancy periods, property codes, and reporting rules. When you need a fast answer, searching through state statutes or waiting on a support ticket isn’t…
Webinar: Fall Unclaimed Property Reporting: What’s Changed and What’s Due from ReportMyUP
Today’s Speakers: Casey Zieglmeier | Product Owner, Sovos Casey Zieglmeier is the Product Owner for Unclaimed Property at Sovos, where Casey has spent the past seven years helping clients navigate complex compliance challenges. With a background in client support, Casey brings a deep understanding of customer needs to every product decision. Known for a collaborative and solutions-oriented…
Unclaimed Property Deadlines by State: The Complete 2026 Calendar
Quick answer: If you’re filing in September, your next deadlines are October 31 and November 1, and they cover the majority of U.S. states. Both groups share a July 1–June 30 reporting period, but they are not interchangeable. Confirm which date applies to each state where you hold property before you finalize your filing calendar. …
The Best Unclaimed Property Software Platforms for Businesses (2026)Â
Managing unclaimed property reporting can easily overwhelm accounting and compliance teams. Tracking multi-state dormancy rules, managing due diligence mailings, and preparing NAUPA-compliant reports requires significant organization. When finance departments rely on manual spreadsheets to monitor changing state requirements, they increase their risk of reporting errors and audit complications. Upgrading to dedicated compliance software helps organizations…
NAUPA III Is Coming: What Every Business Needs to Know
NAUPA III is the long-awaited update to unclaimed property electronic reporting standards, replacing the fixed-width NAUPA II format with a modern XML structure. After an initial delay, the rollout is now planned in two phases starting Spring 2027. Businesses should begin assessing their reporting systems and data workflows now. The unclaimed property reporting landscape is…
Avoid Compliance Gaps – How to Manage Unclaimed Property Due Diligence Letters
Learn how to strengthen unclaimed property compliance and confidently manage due diligence letters across multiple states. This on-demand webinar covers unclaimed property reporting requirements, dormancy periods, state-specific mailing windows, owner notification thresholds, audit preparedness, record retention, and NAUPA-compliant reporting. See how Report My UP helps organizations centralize unclaimed property data, automate dormancy calculations, generate compliant…
Webinar: From Tracking to Filing: A Smarter Way to Handle Unclaimed Property
Unclaimed property compliance explained. Learn what qualifies as unclaimed property, holder obligations, dormancy periods, and the four-step reporting process across 50+ states.
Introducing Exemptions in ReportMyUP: Smarter, More Accurate Reporting
ReportMyUP now supports exemptions, helping you automatically exclude non-reportable properties, reduce manual work, and improve reporting accuracy across all states.
What Is Escheatment?
Escheatment is the process of transferring unclaimed property to the state. Learn how it works, timelines, and holder responsibilities.