Manuals and Videos

Holder Reporting Manual (updated on November 21 2022)

Video - Introduction to the Unclaimed Property Program for Holders:

Video - Choosing a reporting method:

Templates

Sample Notice to Owner

Sample XML file

Sample CSV file

Holder Report Builder (XML)

Guides

Quick Guide - Notice to Apparent Owners Requirements (updated on November 16 2022)

Quick Guide - Calendar years covered by the Unclaimed Property Act (updated on November 16 2022)

Quick Guide - Holder Reporting (updated on November 16 2022)

Quick Guide - Holder of Small Amounts (updated on November 16 2022)

Step-by-Step Guide - Create Account, Sign in or Reset your Password (updated on November 16 2022)

Step-by-Step Guide - Make an Application (updated on November 21 2022)

Step-by-Step Guide - Manage Holder Submissions (updated on November 16 2022)

Step-by-Step Guide - Report Unclaimed Property - XML or CSV (updated on November 16 2022)

Step-by-Step Guide - Validate XML (updated on November 16 2022)

Guide – Holders of Securities