How does ReportMyUP work?
ReportMyUP is an online service that helps you manage your unclaimed property records and complete your due diligence and reporting requirements.
Cloud-based software
Our software is always up to date with state requirements and reporting information. No installation or maintenance needed.
Multiple users
In ReportMyUP, you can add up to three users.
In ReportMyUP Plus, you can add up to five users.
Compliance resources
Find up-to-date information on the latest regulations and filing requirements for each state directly in our software. ReportMyUP has a dedicated team of compliance specialists monitoring changes to unclaimed property law in every state. They make timely updates to apply state statutes and review all compliance documentation twice a year.
Codes
Property codes
Relationship codes
Country codes
NAUPA codes
State, territory, and province codes
Tangible codes
Filing dates
Address information
Links to each state's unclaimed property website
Standard exemptions
Due diligence information
State reporting requirements, including filing instructions, and coversheet information
Negative report requirements
Payment information
Bulk upload and bulk edit properties
Upload a lot of properties at once with our import template. If you want to edit many properties already in the software, you can also use the import feature. Use the same import file to add new properties and update existing ones.
Data validations
The properties go through a comprehensive validation process. We'll identify missing or incorrect data so you can fix them before you start reporting.
Duplicate properties
Missing required fields
Missing state-specific fields
Invalid required fields
Field formatting, such as abbreviations and character limits
Manage properties
Current, archived, or all properties
Properties that are a due
Primary own state
Property code
Status
Dormancy period calculation
Dormancy periods begin on the date of the last activity by the property owner and vary by business type, state, and property type. We'll use this information to automatically calculate due dates for your properties.
Due diligence template and archive
When the dormancy period has passed, you must try to contact the owner of the property to inform them that you are holding their property. You can use our due diligence template to create letters to send to the property owners.
The requirements for due diligence vary by state. Some states require it if the owner has a valid address, while others require it depending on the property's value. The Compliance Resources page has all the due diligence information you need.
We'll also automatically save all your due diligence letters on the Letter History page for future reference.
Deadline reminders
We'll send you email reminders as peak filing seasons approach. The Dashboard also includes a timeline with important upcoming dates.
Reporting
On the Properties page, use the Due date filter to check which properties are reportable next.
On the State Report page, we'll guide you through creating state reports. Our software creates reports for all states as well as Quebec, Puerto Rico, and the U.S. Virgin Islands, including preliminary reports where required. You can submit your reports to more than 30 states directly from our software. For all states, the software creates the required documents, including cover sheets, and the NAUPA file, which you can download to self-file on the state websites or by mail.
ReportMyUP has all the required state information you need for proper reporting.The Compliance Resources page includes all the necessary links and instructions for self-filing.
Escheatment information
If you can't reach the owner, you must hand the property to the state. The Compliance Resources page contains all payment methods accepted by the individual states this purpose.
Reporting history
On the Properties page, you can keep track of your reporting history. Use the Archived filter to see which properties were reported and when. If you get audited, each property has a detailed Audit trail that shows when it was mailed and reported. We also automatically save all your state reports on the Report History page for future reference.
If you have historical data from another system, you can import it as archived to maintain a single source of truth in our software.