Manage contacts

Contacts are the people who need to be available if states or property owners reach out with questions about unclaimed properties.

You can have two different contacts:

Report contact: The person states can contact if they have questions about your state reports.
Claim contact: The person property owners can contact if they want to claim their property.

Tip:

The same person can be both the report contact and the claim contact. The contact information entered when creating the account is used for both contacts by default.

Assign a report contact and claim contact

ReportMyUP Plus customers only: Switch to the business you want to work in.
Click Business Information on the menu.
Click the Contacts tab.
Select a contact from the Report contact and Claim contact dropdowns.

Note:
If you need to add a new contact, select + Add Contact from the dropdown and follow the steps to add a new contact.
Click Save.

Add a contact

Click the Settings icon, then click Contacts.
Click Add contact.
On the pop-up, enter the contact's name and contact information. Click Save.

Edit a contact

Go to Settings > Contacts.
Click the More options icon in the Action column and select Edit.
On the pop-up, edit the contact's name and contact information.
You can edit the following fields:
- Name
- Email
- Phone
- Fax
- Street address
- Additional street address
- City
- State/province/territory
- Postal code
Note:
Sovos supports all fields required for state and NAUPA compliance.
Click Save.

Delete a contact

CAUTION: This action permanently deletes the contact.

Go to Settings > Contacts.
Click the More options icon in the Action column and select Delete.
On the pop-up, click Delete.

Unclaimed Property