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Unclaimed property holder education
The Department has several types of workshops designed to help your organization report unclaimed property. Take a look at our schedule and sign up for a workshop online. Hurry - these free workshops will fill up fast!
- General businesses
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This free workshop provides reporting basics for accounting employees new to unclaimed property or anyone who would like to refresh their knowledge of this specialized area. Topics include:
- History of unclaimed property.
- Purpose and benefits of the Act.
- Common property types.
- Dormancy periods.
- Due diligence requirements and tips for reducing abandoned property.
- Preparing your report – when, where, and how.
- Common reporting and remitting errors.
- Developing an effective unclaimed property accounting system.
- Navigating our new website.
Date/Time Location Registration Tues. June 7, 2022, 1:00 PM - 3:00 PM WebEx Register Wed. July 13, 2022, 9:00 AM - 11:00 AM Zoom Register Thurs. Aug. 18, 2022, 9:00 AM - 11:00 AM Zoom Register Tues, Sept. 13, 2022, 9:00 AM - 11:00 AM Zoom Register Wed, Oct. 12, 2022, 1:00 PM - 3:00 PM Zoom Register - Government agencies
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This free workshop covers subjects unique to government agencies. State, county, city, and quasi-municipal organizations are encouraged to attend. Topics include:
- History and reporting basics.
- Property types and issues unique to government agencies.
- What to report and what to remit.
- Due Diligence requirements.
- Unredeemed bonds and interest payments.
- Records retention and liability for unremitted property.
- Customer credits Unidentified receipts.
- Common reporting and remitting errors.
- Navigating our new website.
Date/Time Location Registration Tues. June 8, 2022, 9:00 AM - 12:00 PM WebEx Register Wed. July 13, 2022, 1:00 PM - 3:00 PM Zoom Register Wed. Aug. 17, 2022, 9:00 AM - 11:00 AM Zoom Register Wed. Sept. 14, 2022, 9:00 AM - 11:00 AM Zoom Register Thurs. Oct. 13, 2022, 9:00 AM - 11:00 AM Zoom Register - Financial institutions
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This free workshop covers subjects of interest to the banking community such as:
- History and reporting basics.
- Property types and issues unique to financial institutions.
- Aging and controlling inactive customer accounts.
- Inactivity charges and ceasing interest.
- Time Certificates, IRAs, Keoghs and Special Designation Accounts.
- Positive owner contact and notifying owners of account changes.
- Abandoned safe deposit boxes.
- Common reporting and remitting errors.
- Navigating our new website.
Date/Time Location Registration Wed. June 8, 2022, 1:00 PM - 4:00 PM WebEx Register Tues. July 12, 2022, 1:00 PM - 3:00 PM Zoom Register Wed. Aug. 17, 2022, 1:00 PM - 3:00 PM Zoom Register Wed. Sept. 14, 2022, 1:00 PM - 3:00 PM Zoom Register Wed. Oct. 12, 2022, 9:00 AM - 11:00 AM Zoom Register
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Holder reporting videos
The Unclaimed Property Holder Reporting video series provides an overview of your unclaimed property reporting responsibilities.
How-to videos
These task-specific videos show you how to file and pay your unclaimed property report:
