Naupas endorsement pertains to the free holderreporting software. Upexchange, a free holder reporting software, is available on our website to assist in creating a naupa formatted file. If reporting more than 200 properties, the hrs pro enterprise edition must be purchased. Mailing address for the unclaimed property report along with the remittance. This free software is limited to 200 properties per state report. This is especially beneficial to organizations who file. It is endorsed officially and exclusively by naupa. Understanding upexchange contents upexchange is a web application for creating and submitting unclaimed property reports using the naupa standard electronic file format and the only solution ever officially and exclusively endorsed by naupa. Full reporting capabilities in the naupa ii format for all. Hrs pro is specifically designed and tailored for each individual states. Hrs pro enterprise provides reporting capability for an unlimited number of companies feins and multiple users in the naupa ii format. There are various vendors that supply unclaimed property reporting software. Jun 24, 2014 naupa s endorsement pertains to the free holder reporting software.
The help tools include a user guide, interactive tutorials, prerecorded videos on the systems capabilities, a fourminute overview of its optional models, frequently asked questions and answers, and training webinars. Basic reporting functionality is free to use and endorsed by naupa. Most states participate in a free website, sponsored by naupa, from which you can search participating states databases for unclaimed property. Reporting software and naupa file format national association. Hrs pro online solution for unclaimed property reporting. A free, naupa approved version is available through hrs pro. There are numerous private holder reporting software. Mayrack, state escheator director, office of unclaimed property office phone. Reporting overview national association of unclaimed property. We operate, the only unclaimed property website endorsed by the national association of unclaimed property administrators naupa. Upexchange is a free web application for creating and submitting unclaimed property reports in the naupa ii electronic reporting standard.
The hrs pro standard edition is available free for some companies needing to get. State unclaimed property programs accept the free reporting software hrs. Hrs pro is specifically designed and tailored for each individual states unclaimed property reporting rules. The free version is endorsed by the national association of unclaimed property administrators naupa. For more than two decades, naupa has established and approved a set of. Unclaimed property administration services conduent. Because its a software asaservice offering saas, it creates an exchange of functionality that takes location out of the equation. There are two free holder reporting software options.
Hrs pro is a proven software package recommended by many states to prepare an unclaimed property report in the required format. Washington state department of revenue, unclaimed property guide to reporting unclaimed property. Naupa national association of unclaimed property administrators. Information for holders of unclaimed property office of the. There are several software packages available that will generate a report in the naupa standard file format. State of hawaii unclaimed property program holder information. This application is limited to 200 properties per state report. Holders must create a naupa formatted file and save it to a location on their computer for retrieval. With hrs pro software, you can create unclaimed property reports accepted by each jurisdictions requirements using a consistent, offtheshelf model. Full naupa ii reporting capabilities for one company fein for all states, plus. If you have questions regarding the use of the naupa format or the use of the virginia diskette reporting software, contact bill dadmun, 804 2252547, or william. The functionality and price of each option may differ slightly. Because its a softwareasaservice offering saas, its accessible from anywhere, with any standard web browser, and with no software to install or maintain. To create positive reports, please use a naupa compliant software package, such as these two free programs.
If your naupa file was created via hrs pro or another software package that can output files with a. The intuitive software solution for unclaimed property reporting compliance keeping up with every states mandatory annual unclaimed property reporting requirements is a yearly challenge for companies, especially those doing business in more than one jurisdiction. This is especially beneficial to organizations who file reports in multiple states. Neither naupa nor its member states endorse any other products or services available to holders through etm. The help tools include a user guide, interactive tutorials, prerecorded videos on the systems capabilities, a fourminute overview of its. Its endorsed officially and exclusively by naupa the national association of unclaimed property administrators etm is a webapplicationdevelopment firm that specializes in providing statutory. Apr 22, 2014 naupa s endorsement pertains to the free holder reporting software. Naupa file encryption utility for holders reporting to wagers supported states. Reporting software is available by following the link shown below. A business reporting software has one goal, to make data analysis and reporting an easy and less timeconsuming task. With hrs pro software, you can create unclaimed property reports accepted by. The only unclaimed property reporting software officially endorsed by naupa national association of unclaimed property administrators, is now available at. For more than two decades, naupa has established and approved a set of codes in a uniform format to make electronic reporting more consistent.
Information for holders of unclaimed property office of. The following programs are available free for your use to create unclaimed property reports on electronic media for. To protect the personal information of property owners, files must be encrypted or password protected. Search for your unclaimed property its free national. These software choices allow you to input information to create a naupa format text file. Important information administrative changes beginning july 1, 2015, a new law made several. Naupa report fill online, printable, fillable, blank pdffiller. Etm will offer the software to naupa members and their holders at no charge and will provide ongoing product.
Naupa standard format click here to obtain information on the naupa standard format. Neither naupa nor its member states endorse any other products or services available to holders through etm reblog. The use of this software acknowledges that you have read this agreement, understand it and agree to be bound by its terms and conditions. Business reporting software easily share actionable insights. License subject to the terms and conditions of this agreement, and during the life of this license, avenu. Holders reporting software south dakota state treasurer. For more than two decades, naupa has established and approved a set of codes. Naupa file encryption utility allows holders who create their naupa files in software packages other than hrs pro to encrypt their files using the hrs pro digital envelope hde encryption standard. Nov 06, 2014 naupa s endorsement pertains to the free holder reporting software. Business reporting is an essential business activity that alleviates work for business. Etm hires unclaimed property specialist kathleen shemwell.
Electronic reporting software and instructions click here to obtain the free naupa endorsed software that will create the electronic report in the required naupa standard format. Upexchange create your annual report using the only unclaimed property software officially endorsed. It is accessible from anywhere, with any standard web browser, and with no software to install or maintain. Free reporting software 1 report as of date electronic remittance methods 2 interest assessment billings 2 new holder handbook 3 important upcoming dates 4 contact us 4 holder outreach. Upexchange create your annual report using the only unclaimed property software officially endorsed by the national association of unclaimed property administrators naupa. The naupa file encryption utility allows holders who create their naupa files in software packages other than hrs pro to encrypt their files using the hrs pro digital envelope hde encryption standard. Unclaimed property program holder information electronic reports required free reporting software ver. Lgs unclaimed property annual filing report for government. Upexchange by etm, the only unclaimed property reporting software officially endorsed by naupa, is now available at no charge. Avenus hrs pro online software solution makes annual reporting for. Understanding upexchange contents upexchange is a web application for creating and submitting unclaimed property reports using the naupa standard electronic file format and the only solution ever officially and exclusively endorsed. The following programs are available free for your use to create unclaimed. As an experienced provider of unclaimed property administration, we can help with everything from property identification and collection, to customer service, to securities reconciliation and administration.
Online reporting oklahoma s online module is an exclusive secure source for holders to submit their electronic files via a controlled secure environment. Recommended software programs are sorted by os platform windows, macos, linux, ios, android etc. The department has the ability to accept openpgp encrypted reports. For more information, go to hrs pro is a software package specifically designed to create naupa ii standard formatted reports. If you prefer, you can use one of the programs listed below. Naupa selects etm to provide unclaimed property reporting system. Reporting overview national association of unclaimed. The use of this software acknowledges that you have read this agreement, understand it and. The only unclaimed property reporting software officially endorsed by naupa. Important decisions regarding your people are made every day.
All versions are endorsed by the national association of unclaimed property administrators naupa. The naupa file encryption utility allows holders who create their naupa files in software. A free, naupaapproved version is available through hrs pro. Conduent unclaimed property administration state unclaimed property programs face many challenges along the unclaimed property lifecycle. Business reporting is an essential business activity that alleviates work for business users and especially decisionmakers. Naupa selects etm to provide unclaimed property reporting. Upexchange by etm, the only unclaimed property reporting software officially endorsed by naupa, is now available at no charge to you from naupa, and from etm. New unclaimed property reporting system is now available. Free reporting software is available that produces reports in the naupa format. For more information, go to hrs pro is a software package specifically designed to. Hrs pro is software specifically designed to create naupa ii standard formatted reports. Qrp state profiles national association of unclaimed. You may also visit the naupa website to create your own naupa file.
Upexchange, a free holder reporting software, is available on our website to assist in creating a. Etm more than doubles upexchange users yahoo finance. A guardian and protector appointed by a judge to protect and manage the financial affairs andor the persons daily life due to physical or mental limitations or old age. Tabular, free form, matrix, charts are fully supported. The following programs are available free for your use to create unclaimed property reports on electronic media for submission to the state unclaimed property offices. Reporting unclaimed property floridas treasure hunt. The intuitive software solution for unclaimed property reporting compliance keeping up with every states mandatory annual unclaimed property reporting requirements is a yearly challenge for companies. Files in naupa ii format from any vendor are acceptable. Because its a softwareasaservice offering saas, it creates an exchange of functionality that takes location out of the equation.