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After importing records using the Excel template, is there a way to start over?
Am I required to file even if I do not have any unclaimed funds?
Are there any fees for add-on features or 3rd-party maintenance?
As a Washington municipality, how would I report to the state?
California requires a notice report, then a remit report. Do I use the Preliminary Report option when I process my notice report?
Can I change my security question or security answer?
Can I file to a state other than the state of the owner's last known address?
Can we use the UPExchange system for reporting purposes other than Due Diligence letters?
Can you save reports and files in Microsoft Excel, PDF, or other formats?
Do I need to create a login or username/password for each of my companies?
Do State Reports need to be notarized?
Do you have a disclosure or agreement for UPExchange?
Does UPExchange have a transaction log?
Does UPExchange have all the state information and forms accepted by each state?
Does UPExchange have bar code scanning capability for returned due diligence letters?
Does UPExchange support foreign addresses?
How can I generate Due Diligence letters?
How can I generate Summary Reports?
How can I get assistance if I have a question about the UPExchange system?
How do I add my company information to the UPExchange system?
How do I change my email address?
How do I change my password?
How do I change my property status back to "Open for Reporting?"
How do I file a negative report?
How do I generate custom Due Diligence letters?
How do I generate custom summary reports?
How do I generate state report filings to send to the states?
How do I get property owner data into the UPExchange system?
How do I regenerate my state report?
How do I validate my data?
How do you submit property that can be turned over to the state in aggregate?
How often is the UPExchange website updated?
How would I report interest-bearing properties to Kentucky?
I finalized my reports but then my records disappeared - what happened?
I reissued payment to the owner of a property. What do I do with the property owner record in the UPExchange system?
Is there a report that shows the total checks by state for each company we have in UPExchange?
UPExchange used to ask me for my user name, but now it's asking for my email. Do I have to register again?
Was HRS Pro replaced?
We closed our company and want to submit all outstanding unclaimed property to the state. Is this possible?
What are SIC codes?
What are the paid options you have available?
What are the required items to file when submitting to the states?
What is the purpose of the Claim Process paid feature?
What is the purpose of the Custom Fields feature?
What is the recommended workflow for the free UPExchange unclaimed property reporting system?
What is the State-Assigned ID number?
What type of security measures do you have to keep sensitive data safe?
When running state reports, does the system inform you that the state does not require a negative report?
When uploading information, should I only upload records that have reached the dormancy period?
Where can I find the ETM templates to download from UPExchange?
Where can I update my personal contact information?
Whose name should I enter as a Report Contact when I set up company information?
Whose name should I enter as Claim Contact when I set up company information?
Whose name should I enter as Report Signer?
Why aren't all of my records creating Due Diligence letters?
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