eLearning Videos and Resources

NAUPA Alert

If you’re using a New York format to report unclaimed funds, move to the NAUPA format before filing your next report. Only NAUPA-formatted reports will be accepted by our new system, when we convert in 2025.

For specific questions or concerns, go to Contact Us, select “Subject: Reporter Question” and add “NAUPA Conversation” in the comments section.

The videos here provide explanation and guidance on reporting procedures. Check back often for new videos and links to resources.

If there are additional topics that would be useful to you, submit those ideas to [email protected].

Reporting Process Video

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Certificates of Deposit (CD) Accounts – New


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Due Diligence Process Video


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Using OUF’s Excel Template Video
Reporting Unclaimed Funds Using MS Excel

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Security Delivery Instructions Video - New


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Secure File Upload Process Video


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Online Holder Reporting Video

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Voluntary Compliance Program Video

 

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