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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

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
Wed. April 20, 2022, 9:00 AM - 11:00 AM WebEx Register
Wed. May 18, 2022, 1:00 PM - 3:00 PM WebEx Register
Tues. June 7, 2022, 1:00 PM - 3:00 PM WebEx Register
Government agencies

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
Wed. April 20, 2022, 1:00 PM - 4:00 PM WebEx Register
Tues. May 17, 2022, 1:00 PM - 4:00 PM WebEx Register
Tues. June 8, 2022, 9:00 AM - 12:00 PM WebEx Register
Financial institutons

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
Tues. April 19, 2022, 1:00 PM - 4:00 PM WebEx Register
Wed. May 18, 2022, 9:00 AM - 12:00 PM WebEx Register
Wed. June 8, 2022, 1:00 PM - 4:00 PM WebEx Register

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: