Unclaimed Property Outsourcing

UPExchange™ will automate, streamline, and simplify your unclaimed property reporting efforts. But you may not want to spend your time on things like compliance, data integrity, due diligence, filing, and records retention. Actually, you don’t have to. We’ll do it for you.

The Help You Need

When you think of all the plates you keep in the air already, unclaimed property reporting can get overwhelming. There are 55 different reporting jurisdictions with different reporting requirements for different property types for different types of holders. As their laws change, their mandates and requirements keep pace. With that, there may come a point at which keeping your unclaimed property reporting in-house makes little sense – and no business sense. Add the fact that most jurisdictions require due diligence letters to be sent out to each property owner once dormancy periods have expired, multiply that by the cost of first class or certified mail, and you may have a pain in several parts of your corporate anatomy.

The Version You Want

Our outsourcing services come in two versions, so you can get services you want at the price you want:

  1. Basic Outsourcing provides the fundamental services of compliance, due diligence, reporting and record retention. » Click here to read about our Basic services.
  2. Complete Outsourcing adds data review, report preparation, and report retention to the Basic services. » Click here to read about our Complete services.

Get back to the business of running your business. We’ll take it from here.

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