Sharing of best practices as it relates to unclaimed property

Six Essential Considerations Regarding Online Reporting

The issue of online reporting is an important one.  National legislation has required that certain amounts of mandatory reporting occur in different aspects of the law, so that you remain in compliance with state and federal legislation. Whether you are a financial firm required to report your earnings, worry about issues regarding tax compliance, or unclaimed property […]

Michael Jackson

System Architect, UPExchange To see a video interview with Mike, please click here.

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Understanding and Using Relationship Codes

Many people who are tasked with filing unclaimed property don't have an idea where to start. The process itself isn't so bad, but there are some things you have to understand before you can file. One of those things is which Relationship Code values to use for each property. Did you know that if you […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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Let’s Face it, Unclaimed Property Filing is No Fun

We all know it, but few people express this in official circles. Unclaimed property filing is no fun. It isn’t glamorous or exciting. It is often downright frustrating. If you feel this way, just know that you are not alone. Many companies assign this task to the person with the least seniority. This person usually […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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Half Off Deals and Unclaimed Property

If you're like me, you've taken advantage of many half off deals through Living Social, Groupon, and many other sources. These deals are a great opportunity for consumers to save money. For the businesses that offer these deals, they are a great way to bring in new customers. After the expiration date, the deals still […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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Why Your Company Needs a Reporting Manual

Many times in my twelve years of providing customer support, I've heard “This is my first time reporting and I don't know what to do. Can you help me?” My heart goes out to those people because I know how daunting it can be to figure out how to get a report to the state. […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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