The naupa file encryption utility allows holders who create their naupa files in software. This is a gratifying endorsement of our capabilities, said larry kane, etms president. Holders must create a naupa formatted file and save it to a location on their computer for retrieval. Reporting software is available by following the link shown below.
The functionality and price of each option may differ slightly. Holder reporting system pro license agreement read the following terms and conditions carefully. Mayrack, state escheator director, office of unclaimed property office phone. Jun 24, 2014 naupa s endorsement pertains to the free holder reporting software. With hrs pro software, you can create unclaimed property reports accepted by. Electronic reporting software and instructions click here to obtain the free naupa endorsed software that will create the electronic report in the required naupa standard format. Lgs unclaimed property annual filing report for government. Reporting overview national association of unclaimed property. Understanding upexchange contents upexchange is a web application for creating and submitting unclaimed property reports using the naupa standard electronic file format and the only solution ever officially and exclusively endorsed by naupa.
The department has the ability to accept openpgp encrypted reports. Business reporting is an essential business activity that alleviates work for business users and especially decisionmakers. Upexchange, a free holder reporting software, is available on our website to assist in creating a naupa formatted file. With hrs pro software, you can create unclaimed property reports accepted by each jurisdictions requirements using a consistent, offtheshelf model. Etm hires unclaimed property specialist kathleen shemwell. Naupa standard format click here to obtain information on the naupa standard format. If reporting more than 200 properties, the hrs pro enterprise edition must be purchased. A business reporting software has one goal, to make data analysis and reporting an easy and less timeconsuming task. There are two free holder reporting software options. Upexchange is a free web application for creating and submitting unclaimed property reports in the naupa ii electronic reporting standard. Reporting software and naupa file format national association. State unclaimed property programs accept the free reporting software hrs.
Mailing address for the unclaimed property report along with the remittance. For more than two decades, naupa has established and approved a set of. Basic reporting functionality is free to use and endorsed by naupa. Business reporting is an essential business activity that alleviates work for business. Upexchange, a free holder reporting software, is available on our website to assist in creating a. For more information, go to hrs pro is a software package specifically designed to. Most states participate in a free website, sponsored by naupa, from which you can search participating states databases for unclaimed property. We operate, the only unclaimed property website endorsed by the national association of unclaimed property administrators naupa. Etm more than doubles upexchange users yahoo finance. Hrs pro enterprise provides reporting capability for an unlimited number of companies feins and multiple users in the naupa ii format. New unclaimed property reporting system is now available. Washington state department of revenue, unclaimed property guide to reporting unclaimed property.
The only unclaimed property reporting software officially endorsed by naupa national association of unclaimed property administrators, is now available at. This free software is limited to 200 properties per state report. Etm will offer the software to naupa members and their holders at no charge and will provide ongoing product. Avenus hrs pro online software solution makes annual reporting for. Understanding upexchange contents upexchange is a web application for creating and submitting unclaimed property reports using the naupa standard electronic file format and the only solution ever officially and exclusively endorsed. If your naupa file was created via hrs pro or another software package that can output files with a. Hrs pro is specifically designed and tailored for each individual states unclaimed property reporting rules. Important decisions regarding your people are made every day. Reporting unclaimed property floridas treasure hunt. All versions are endorsed by the national association of unclaimed property administrators naupa.
The free version is endorsed by the national association of unclaimed property administrators naupa. Tabular, free form, matrix, charts are fully supported. Naupa file encryption utility for holders reporting to wagers supported states. Full naupa ii reporting capabilities for one company fein for all states, plus. If you have questions regarding the use of the naupa format or the use of the virginia diskette reporting software, contact bill dadmun, 804 2252547, or william. Hrs pro is a proven software package recommended by many states to prepare an unclaimed property report in the required format. The following programs are available free for your use to create unclaimed property reports on electronic media for.
A free, naupaapproved version is available through hrs pro. Hrs pro online solution for unclaimed property reporting. Naupa selects etm to provide unclaimed property reporting system. Hrs pro is specifically designed and tailored for each individual states. You may also visit the naupa website to create your own naupa file. For more than two decades, naupa has established and approved a set of codes in a uniform format to make electronic reporting more consistent. Naupa national association of unclaimed property administrators. The following programs are available free for your use to create unclaimed property reports on electronic media for submission to the state unclaimed property offices. Holders reporting software south dakota state treasurer. Free reporting software is available that produces reports in the naupa format. Files in naupa ii format from any vendor are acceptable. To create positive reports, please use a naupa compliant software package, such as these two free programs.
Information for holders of unclaimed property office of the. These software choices allow you to input information to create a naupa format text file. Its endorsed officially and exclusively by naupa the national association of unclaimed property administrators etm is a webapplicationdevelopment firm that specializes in providing statutory. Feb 19, 20 naupa s endorsement pertains to the free holder reporting software. Because its a softwareasaservice offering saas, it creates an exchange of functionality that takes location out of the equation. The hrs pro standard edition is available free for some companies needing to get. Neither naupa nor its member states endorse any other products or services available to holders through etm reblog. Unclaimed property program holder information electronic reports required free reporting software ver.
Neither naupa nor its member states endorse any other products or services available to holders through etm. Conduent unclaimed property administration state unclaimed property programs face many challenges along the unclaimed property lifecycle. State of hawaii unclaimed property program holder information. The intuitive software solution for unclaimed property reporting compliance keeping up with every states mandatory annual unclaimed property reporting requirements is a yearly challenge for companies.
It is accessible from anywhere, with any standard web browser, and with no software to install or maintain. There are several software packages available that will generate a report in the naupa standard file format. The intuitive software solution for unclaimed property reporting compliance keeping up with every states mandatory annual unclaimed property reporting requirements is a yearly challenge for companies, especially those doing business in more than one jurisdiction. Full reporting capabilities in the naupa ii format for all. Hrs pro is software specifically designed to create naupa ii standard formatted reports. The help tools include a user guide, interactive tutorials, prerecorded videos on the systems capabilities, a fourminute overview of its optional models, frequently asked questions and answers, and training webinars. This is especially beneficial to organizations who file reports in multiple states. For more than two decades, naupa has established and approved a set of codes. A free, naupa approved version is available through hrs pro. As an experienced provider of unclaimed property administration, we can help with everything from property identification and collection, to customer service, to securities reconciliation and administration.
Upexchange create your annual report using the only unclaimed property software officially endorsed. Because its a softwareasaservice offering saas, its accessible from anywhere, with any standard web browser, and with no software to install or maintain. Upexchange create your annual report using the only unclaimed property software officially endorsed by the national association of unclaimed property administrators naupa. Online reporting oklahoma s online module is an exclusive secure source for holders to submit their electronic files via a controlled secure environment. Naupa report fill online, printable, fillable, blank pdffiller. Washington state department of revenue, unclaimed property. Nov 06, 2014 naupa s endorsement pertains to the free holder reporting software. The use of this software acknowledges that you have read this agreement, understand it and agree to be bound by its terms and conditions. Information for holders of unclaimed property office of.
This is especially beneficial to organizations who file. Upexchange by etm, the only unclaimed property reporting software officially endorsed by naupa, is now available at no charge to you from naupa, and from etm. It is endorsed officially and exclusively by naupa. Naupas endorsement pertains to the free holderreporting software. The help tools include a user guide, interactive tutorials, prerecorded videos on the systems capabilities, a fourminute overview of its. Upexchange by etm, the only unclaimed property reporting software officially endorsed by naupa, is now available at no charge. If you prefer, you can use one of the programs listed below. The use of this software acknowledges that you have read this agreement, understand it and. The only unclaimed property reporting software officially endorsed by naupa. A guardian and protector appointed by a judge to protect and manage the financial affairs andor the persons daily life due to physical or mental limitations or old age. The following programs are available free for your use to create unclaimed.
Unclaimed property administration services conduent. License subject to the terms and conditions of this agreement, and during the life of this license, avenu. For more information, go to hrs pro is a software package specifically designed to create naupa ii standard formatted reports. Reporting overview national association of unclaimed. Cedar rapids, ia april 22, 2014 etm, developer of upexchange for unclaimed property reporting and wingsplus for statutory financial reporting and tax compliance has released a completely revamped user interface for upexchange, its industryleading holder reporting software, exclusively endorsed by the national association of. Apr 22, 2014 naupa s endorsement pertains to the free holder reporting software. Because its a software asaservice offering saas, it creates an exchange of functionality that takes location out of the equation. Naupa file encryption utility allows holders who create their naupa files in software packages other than hrs pro to encrypt their files using the hrs pro digital envelope hde encryption standard. This application is limited to 200 properties per state report. There are various vendors that supply unclaimed property reporting software. To protect the personal information of property owners, files must be encrypted or password protected.