Add properties
To start the reporting process, add properties to your account, either by bulk import using a template or manually one at a time.
Manually add a property
- Click Add properties, then select Add a property from the dropdown.
- Optional: If known, enter the primary owner details.
View more fields by clicking the Show more... options.
To add additional owners, click Add an additional owner and enter their details.
Tip:Check out all owner field descriptions.
Bulk import properties
- Click Add properties, then select Bulk import from the dropdown.
- Click Download template, then complete the spreadsheet with your business's unclaimed property records.The import template has three tabs:
- Data
- Enter your properties' information in the appropriate columns of this tab. Your data must be on the first tab of the Excel file. You can also save the file as a .csv to remove the other tabs before importing.
- Instructions
- Information on how to fill out and format the fields on the Data tab.
- Sample Data
- Example of a filled-out template.
Tip:Check out the Instructions tab in the file and read the import template tips section for help filling out the template.
- Property import successful
- All your properties were imported successfully. Click Manage properties to review them on the Properties page.Note:
The number of rows found may not always equal the sum of added, updated, and deleted properties. Rows containing properties already in the system with no changes are not imported to avoid duplicating properties. These rows will be included in the Found category but will not be included in the Added, Updated, or Deleted categories. Additional owners are counted as part of the properties and will not be included in the Added, Updated, or Deleted categories either. Click Download import summary to view information on how each row was handled during import.
- File imported with warnings
- Some or all of your properties have errors that could prevent states from accepting your report. Click Download import summary to identify which properties have warnings. You can either fix the errors in your file immediately and re-import it or click Continue to import the properties with warnings and fix them later on the Properties page.
- Import unsuccessful
- Your file has critical errors, such as missing required fields or duplicate properties, and can't be imported. Fix the errors in your file and re-import it. Click Download import summary to view the errors.Tip:
Read about import errors, warnings, and critical errors.
Import template tips
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Read the article on property statuses for details about each status code.
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You can find a list of state-specific codes on the By State/Province tab of the Compliance Resources page.
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To enter owner address outside of the U.S. or Canada, leave the State field blank and enter a three-character code in the Country Code field. You can find a list of country codes in the Country Codes document on the Compliance Resources page.
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To import additional owners, add a row directly following the primary owner's row and enter their owner details. Enter "#A" in the Property Code field and fill out the Relationship Code field with the two-character code that describes the additional owner's relationship to the property. You can add multiple additional owner rows for one primary owner.Note:
A relationship code is not required when reporting. If you leave the Relationship Code field blank, the state default for multiple owners will be assigned (typically, AND). You can find a list of state-specific relationship codes on the By State/Province tab of the Compliance Resources page.
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Aggregate property is unclaimed property with low monetary value that can be reported to the state as a lump sum. You can find state-specific aggregate reporting requirements by clicking Address Information on the By State/Province tab of the Compliance Resources page. To import aggregate property, enter the following information:
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The 4-character "xx99" code to identify the type of property in the Property Code field. For example, if the combined properties are all in the same category, like ACxx, enter AC99. If you have more aggregate properties in a different category, like MSxx, create a new row with MS99 as the property code. You can find a list of state-specific property codes on the By State/Province tab of the Compliance Resources page.
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In the Property Description field, list the number of properties that were combined and their property code. For example, if the amount is made up of 15 properties with the property code AC01 and ten with the property code AC02, list them as 15-AC01, 10-AC02.
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The word Aggregate in the Last Name/Business Name and Property ID fields.
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The state you will report the aggregate property to in the State/province/territory field.
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The date of the oldest property you are aggregating in the Last Owner Activity Date field.
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