The next step after you have completed preparation and due diligence is preparing your report.
Report due date: November 1 for any items abandoned as of June 30 of the current year.
Electronic reports are required and must be in the National Association of Unclaimed Property Administrators (NAUPA) format. You may use any unclaimed property report-generating tool that is available to you as long as your report is in the NAUPA format. There are two free options for generating your report:
The following information, if known, must be submitted with your report:
- Full name
- Last known address
- Social Security Number or Tax ID number
- Type of account
- Any identification number, i.e. account number, policy number
- Reference number
- Last activity or transaction date used to presume abandonment
- Any specific description of the property used by the holder
Instructions for reporting items held in Safe Keeping
Instructions for reporting Lawyer Trust Accounts and Interest on Lawyer Trust Accounts
We highly encourage electronic submission of files using either the Department of State Lands online reporting tool or UPExpress. Emailing files is not recommended.
Holders electing not to submit their report electronically will need to copy their data file to DVD/CD or flash drive and mail the report to the Department of State Lands. Include a copy of the verification page or cover sheet with your electronic submission.
No Records to Report?
Holders that do not have anything to report may file a zero or negative report using the Department of State Lands online reporting tool. Zero reports are required if you are an active holder and filed a report the previous year or you have been audited by DSL in the last five years.
Need to request an extension?
An extension may be granted when there are extenuating circumstances preventing on time reporting. Complete the Extension Request form.
Need to report property before the dormancy period has been reached?
Oregon Revised Statute 98.329 requires written consent from DSL before property may be remitted early. Complete the Early Reporting Request form to obtain permission for early reporting.