How to use or fill out uds 1 with our platform
- Click ‘Get Form’ to open the uds 1 in the editor.
- In Section 1, enter your company name under 'Holder', followed by the city and branch number. Don't forget to indicate the page number.
- Move to Section 2 and specify if there are sole or multiple owners for each property. Enter the owner number and total owners (e.g., '1 of 2').
- Select the appropriate Property Status from options like 'Report First' or 'Reportable'. Ensure you check the Owner Status as either 'Known', 'Aggregate', or 'Unknown'.
- Fill in mandatory fields such as Property Type, Last Transaction Date, and Account Number. Add any comments if necessary.
- Complete financial details by entering Cash to Report/Remit, along with any additions or deductions. Make sure to include CUSIP numbers where applicable.
- Finally, review all entries for accuracy before saving your completed form.
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