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Click ‘Get Form’ to open the naupa excel template in the editor.
Begin with the HOLDER record section. Enter your Federal Employer Identification Number (FEIN) without hyphens, and ensure that all mandatory fields are filled accurately.
Proceed to the PROPERTY records. For each piece of property, create a new record and input details such as owner name, address, and transaction dates. Ensure that you follow the specified formats for dates and amounts.
If there are additional owners, include PROPADD records for each one, ensuring their information is consistent with the primary property owner’s details.
Complete any SECURITIES or TANGIBLE records if applicable, detailing specific information about securities held or tangible assets.
Finally, review the SUMINFO record to summarize your entries. This should reflect totals from all previous records accurately.

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What is naupa file format?

The records are based upon a 625-byte record layout developed by NAUPA. The first byte of each record contains a TR-CODE that denotes the type of record, and the subsequent 624 bytes are used to store the fields for that particular record. The TR-CODE will be a number between 1 and 9.

What is UPExchange?

UPExchange is a free web application for creating and submitting unclaimed property reports in the NAUPA II Electronic Reporting Standard. Its endorsed officially and exclusively by NAUPA*.