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.
To access the software listed below, click on the associated icon on the left.
Reports prepared with UPExchange software may be submitted online or downloaded for manual submission to My Tax Account.
Reports prepared with HRS Pro software must be downloaded for manual submission via My Tax Account.
Reports in standard NAUPA format prepared with other software may be uploaded to My Tax Account. You can also import a spreadsheet prepared using our template or manually enter your holder report.
For Questions, Contact:
Wisconsin Department of Revenue
Unclaimed Property Section
PO Box 8982
Madison, WI 53708-8982
April 6, 2015
Updates were made to the code or formatting on this page as of April 16, 2015. This date does not reflect the effective date or any other date relating to the content of this page.