Reporting Information

Reporting Instructions

• NEW - UPA Insurance Holder Letter
• Unclaimed Property Holder Packet
• UPA ACH/Wire Instructions
• Safekeeping Reporting Instructions
• Broker Reporting Instructions
• Mutual Fund Reporting Instructions
• Electronic Media Reporting Specifications
• Dividend Reinvestment Plan (DRP) Instructions
• Stock Delivery Instructions

Reporting Forms

• Safekeeping UP-1S Form
• Power of Attorney Form
• W-9 Request for Taxpayer Identification Number and Certification
• Unclaimed Property Report - Holder Information (UP-1)
• Unclaimed Property Report - Owner Information (UP-2)
• UPA ‘Automatic Extension of time to file Annual Report’ form

Third Party Resources

• HRS Pro (Holder Reporting System)
• Unclaimed Property Regulations
• Unclaimed Property Law
• National Association of Unclaimed Property Administrators (NAUPA)

Reporting Reference Guides

• NJ Property Type Codes
• Unclaimed Property Abandonment Table
• Reciprocal Information
• Safekeeping Codes