Options for Holder Reporting

Wisconsin law requires businesses and other organizations (Holders) to review their financial records each year to determine whether they hold any funds, securities or other tangible property that has been unclaimed for the required dormancy period. Holders are required to file an annual report and deliver the property to the state.

Note: Wisconsin requires financial institutions, utility companies, and life insurance companies to file completed and notarized Holder Verification Reports even if no unclaimed property is reported.

Ways to File


Upload a NAUPA file (National Association of Unclaimed Property Administrators)

Upload a specially formatted spreadsheet

Manually enter data on our website

File Holder Report

Other Software

Reports prepared with UPExchange software may be submitted online or downloaded for manual submission to My Tax Account.

FOR MORE INFORMATION PLEASE CONTACT:

WISCONSIN DEPARTMENT OF REVENUE
Unclaimed Property Section
PO Box 8982
Madison, WI 53708-8982
Phone: (608) 264-4594
Email additional questions to DORWIHolderReports@revenue.wi.gov

October 22, 2015