Naupa reporting software 2026

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4 out of 5

22 votes

The NAUPA II Standard Electronic File Format document, published by the California State Controller's Office in June 2011, outlines the national standard for reporting unclaimed property to states. It provides detailed specifications for various record types, including Holder Records, Property Records, and Securities Records, along with guidelines for file formatting and submission requirements. The document aims to streamline the reporting process and ensure accuracy in unclaimed property reporting.

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Click 'Get Form' to open the naupa reporting software in the editor.
Begin with the HOLDER record. Enter your Federal Employer Identification Number (HOLDER-TAXID) without hyphens, and specify the report year (HOLDER-RPT-YEAR).
Fill in the HOLDER-RPT-TYPE field to indicate whether this is a Notice Report, Remit Report, or Test Report.
Proceed to enter your company name in the HOLDER-NAME field, ensuring no punctuation is used. Follow this by providing your contact information in the HOLDER-CONTACT1 section.
Next, move on to the PROPERTY records. For each piece of property, ensure you fill out a separate PROPERTY record with details such as PROP-OWNER-NAME-LAST and PROP-AMOUNT-REPORTED.
Finally, complete the SUMINFO record at the end of your report to summarize all entries made. This includes total number of records and amounts reported.

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