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How to Report Unclaimed Property: Reporting Instructions and Forms

Please mail the contents with a copy of the listing to the following address:

1101 4th Street, SW
Suite 800W
Washington, DC 20024

Please refer to the instructions below for submitting securities.

Form Title Purpose
Instructions Instructions for Preparing Unclaimed Property Reports  
UP-1 Report of Unclaimed Property Verification and Checklist

Required for all submissions.

UP-2 Report of Unclaimed Property A detailed listing of submitted property.
UP-2a Summary Sheet of Reported Items  
UP-2b Summary Sheets of Aggregates  
UP-2c Unclaimed Property Tangible Assets Inventory List Used to report contents of safe deposit boxes.