Content Library
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.
How to File Spring Unclaimed Property Reports Online – Ultimate Guide
Learn how to file spring unclaimed property reports online, key deadlines, state portals, and steps to stay compliant.
What is Unclaimed Property Due Diligence? A Complete Guide for Holders
Learn what unclaimed property due diligence is, why it matters, state variations, and best practices to stay compliant and avoid penalties.
State Dormancy Periods for Unclaimed Property Reporting
Understanding state dormancy periods is one of the most important steps in complying with requirements. Unlike federal reporting obligations such as 1099 or W-2 filing, unclaimed property compliance is governed at the state level. That means each state has its own dormancy periods, reporting deadlines, and due diligence requirements. That means businesses with operations, customers, vendors, or employees in…
Unclaimed Property 101
Discover the basics of unclaimed property management, due diligence, reporting and more in our webinar. Plus, get a demo of ReportMyUP, Powered by Sovos. 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…
Small Business Guide to Unclaimed Property Due Diligence Requirements
Due diligence isn’t just a legal requirement—it’s a chance to reconnect with owners and reduce your reporting burden. Learn how small businesses can simplify due diligence, meet state rules, and avoid audit risks.