The forms below can be filled out in your computer window, then printed and mailed. The form cannot be saved unless you have the proper software installed on your computer.  This form should be filed by November 1, 2019.

 

Table of Contents	Page
Introduction	1-5
Who Must Report	1
Steps for Filing	2
Property Codes	3
Owner Relationship Codes	4
Sample Letter	5
Forms and Instructions for Financial Entities	6-19
Financial Entity Reports - Cash - UP1F and UP2F	7-10
Safe Deposit Box Reports - UP1K, UP2K and UP3K	13-18
Forms and Instructions for Corporate Entities	20-25
UP1C AND UP2C	21-24
Forms and Instructions for Securities	26-34
Reporting Entities - UP1S, UP2S and UP3S	27-32
Negative Report Forms and Instructions - UP1N	35-36
Forms and Instructions for Holder Reimbursements	37-38
Additional Information and Instructions	39