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Administrative Rules

Administrative Rules

 Content Editor

Oregon Administrative Rules (OARs) are the directives, standards, and regulations that help state government put state law into practice. Below, you can find information about the rules guiding our work at Oregon State Treasury, including ways to get involved with the process to propose and adopt new or amended rules.

Permanent Rulemaking in progress

Summary:

HB 2160 (2023) legislative session made certain changes to ORS chapter 98 and 192.355 to enhance the Treasurer’s ability to protect property rights, improve compliance and ensure certain data are protected from public disclosure to increase the public’s confidence that claiming their property will not have unintended negative consequences. These law changes took effect January 1st, 2024. The rules are needed to provide timely guidance to those affected by the laws. In addition, the Treasurer has seen an increase in fraudulent claims and seeks immediate action to reduce the opportunity for fraudulent claims being filed. Lastly, the rules can be improved through greater clarity and alignment with other applicable rules
Hearing Date:

April 16, 2024 at 10:00 AM
Location:

867 Hawthorne Ave SE, Salem, OR 97301
Notice:

170-140-145-NOPR-Published-031524.pdf
Written Comment Due:

April 22, 2024 by 5:00 PM

Please submit your public comment or testimony using the following email: OST.Rulemaking@ost.state.or.us

Temporary Rules in Effect

Summary:

HB 2160 from the 2023 legislative session made certain changes to ORS 98 and 192.355 to enhance the Treasurer’s ability to protect propertyrights, improve compliance and ensure certain data are protected from public disclosure to increase the public’s confidence that claiming their property will not have unintended negative consequences. These law changes take effect January 1st, 2024. The rules are needed to provide timely guidance to those affected by the laws. In addition, the Treasurer has seen an increase in fraudulent claims and seeks immediate action to reduce the opportunity for fraudulent claims being filed. Lastly, the rules can be improved through greater clarity and alignment with other applicable rules.
In Effect:

January 22, 2024 through July 19, 2024
Justification

ORS 98 affects many different stakeholders across Oregon and the U.S. and can impact the financial interests of millions of current and former Oregonians. It is in the best interest of the public to provide immediate specific guidance regarding the changes to ORS 98 and192.355 so claimants can claim their funds without fear of unintended personal consequences. It is in the best interest of the state that the Treasurer take immediate action to reduce the opportunity for fraudulent claims stemming from information purchased from the Treasurer.
Notice:

170-140-Filed-Reciept-Tracked-Changes.pdf
Summary:

HB 2160 (2023) made certain changes to ORS chapter 98 and 192.355 to enhance the Treasurer’s ability to protect property rights and improve the ability of unclaimed property holders to comply with the law. These law changes take effect January 1st, 2024. The temporary rules are needed to provide timely guidance to those affected by the laws. In addition, the rules can be improved through greater clarity and specificity.
In Effect:

January 1, 2024 through June 23, 2024
Justification

ORS chapter 98 affects many different stakeholders across Oregon and the U.S. and can impact the financial interests of millions of current and former Oregonians. It is in the best interest of the public to provide immediate specific guidance regarding the changes to ORS chapter 98 and 192.355 so holders of unclaimed property have ample time to implement process changes to fully comply with due diligence requirements and the new abandonment timelines. In addition, some stakeholders requested that program guidance be included in rule to ensure compliance. The temporary rules will allow the program a longer timeframe to obtain input from stakeholders and ensure the rules are as clear and complete as possible for every affected group.
Notice:

170-145-Temporary-Order-Tracked-Changes.pdf

Treasury's Oregon Administrative Rules

Link To OAR 170

  • 170-001 Procedural Rules
  • 170-002 Administration and Procurement
  • 170-040 Public Funds Collateralization Rules
  • 170-050 Endowment Care Funds
  • 170-055 Municipal Bonds
  • 170-060 Oregon Municipal Debt Advisory Commission
  • 170-061 Issuance of Bonds
  • 170-063 Oregon School Bond Guaranty Program
  • 170-071 Private Activity Bond Committee Private Activity Bonds
  • 170-080 Oregon Retirement Savings Program
  • 170-130 Recovery of Escheat Property
  • 170-135 Administration of Estates
  • 170-140 Unclaimed Property Claims
  • 170-145 Administration of Unclaimed Property

Link To OAR 171

  • 171-001 Procedural Rules
  • 171-002 Inspection, Certification, or Copying Public Records

Link to OAR 173

  • 173-001 Notice of Proposed Rulemaking and Model Rules of Procedure
  • 173-005 Administration
  • 173-006 Eligibility
  • 173-007 Change in Account Ownership or Designated Beneficiary
  • 173-008 Opening an account; Application; Participation Agreement; General Administration
  • 173-009 Contributions
  • 173-010 Distributions
  • 173-011 Termination of an Account
  • 173-012 Fees
  • 173-014 Investment Policies
  • 173-015 Confidentiality
  • 173-016 Miscellaneous