Naupa reporting software 2026

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4 out of 5

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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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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 much does HRS Pro cost?

Below are instructions on reporting unclaimed property to the State of Iowa Treasurers Office using HRS Pro, a vendor offering unclaimed property reporting applications. HRS Pro only creates the unclaimed property report; it does not submit the file to the Treasurers Office.

What is hrs pro used for?

The national association of unclaimed property administrators (unclaimed.org) is a good place to start if you havent tried this before. Or just look up your state treasury website (make sure it ends with . gov if youre not sure that its legit). Be sure to check regularly as new things often pop up every few years.

What is a NAUPA report?

We offer two Enterprise Editions. Be sure to read each description below carefully and select the one that fits your needs. The base cost is $450 per year includes 3 user licenses. Each additional license needed above 3 is $150 per user license per year.

how to create a naupa file

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