Naupa excel template 2025

See details

4.8 out of 5

23 votes

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.

Here's how it works

01. Edit your naupa excel template online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send naupa codes via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out naupa excel template with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

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 each field.
If there are additional owners, utilize the PROPADD records to include their information. Each additional owner must have a corresponding record linked to the primary PROPERTY record.
Finally, complete the SUMINFO record at the end of your report. This will summarize all entries and is crucial for verifying completeness.

Start using our platform today for free to streamline your naupa excel template completion!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I sign my naupa ii free of charge?

Most eSignature services require users to have a paid subscription. With DocHub, there are two ways for you to add an electronic signature to your naupa ii without being charged:

You can do it during a 7-day trial period;
You can subscribe to a free plan.

The second option, though, has restrictions on the number of signatures, sign requests, emails, and forms for editing available per month. You can check for full information here.

How to fill out and sign naupa ii format excel online?

You can quickly fill out, edit, and even eSign your naupa ii format excel utilizing DocHub. Create a new account and begin your free trial. After that, you may upload the document with the form and simply make all the necessary edits. No need to print on paper or use a third-party application to sign it, as you can put your electronic signature on your document faster via DocHub.

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*.