You will find various posts from unclaimed property experts, assisting you with information related to processes, legislature and helpful tips

Does Company Size Really Matter?

Regardless of your company size, virtually ALL companies have unclaimed property liabilities. The size of your company is indicative of how the process is managed internally. Smaller organizations have fewer property records to deal with and are less complex. Larger organizations are typically working with more types of properties and in larger volumes. Their organizational […]

Tania Moss

Customer Development Representative

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Four Essential Considerations Regarding Online Reporting

The issue of online reporting is an important one. State legislation varies widely on when and how to submit unclaimed property reports, and many states now require that holders use an online reporting system in order to remain compliant. As you consider your options, it is important that your online reporting system is reliable and […]

Michael Jackson

System Architect, UPExchange

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Unclaimed Property Reciprocity, Why or Why Not?

One of the options in filing your state reports is to use reciprocal reporting. What is reciprocal filing? This is when you have records for multiple states but report them all through one state. This is sometimes referred to as exchange reporting as well. It’s very tempting to file one report and be done, right? […]

Jan Knott

Customer Development Representative

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Ebook: Connecting the dots of Unclaimed property

Oftentimes organizations are unsure where to begin when it comes to unclaimed property processes and procedures. Check out this free eBook that provides a solid base to get your company on track when it comes to unclaimed property compliance. Danielle HerringProduct Manager, UPExchangeMore Posts

Danielle Herring

Product Manager, UPExchange

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