Naupa excel template 2025

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The document outlines the NAUPA Standard Electronic File Format for reporting unclaimed property, detailing the structure and requirements for various record types including Holder Records, Property Records, and additional owner information. It emphasizes the need for adopting new codes for specific account types such as Individual Retirement Accounts and Health Savings Accounts. The document also specifies reporting standards, media options for submission, and comprehensive field definitions to ensure accurate data reporting.

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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*.