$400.00
September 21, 2012, 1:00 pm - 3:00 pm CDT
CPE:
2 Price: $400.00
This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Develop or enhance a working knowledge of the state reporting features and functions of the StoneRiver TRACKER Unclaimed Property System.
Agenda
- Basics of TRACKER
- Data Validation
- Holder Information
- Compress/Repair
- Reporting & General Notes
- State Reporting
- Filing Direct or Reciprocal
- Colorado Deductions
- Exemptions
- Special state reporting formats - Mineral Interest, Safe Deposit Box, Securities, Life Insurance
- Preliminary Paper Report – Processing Month (Internal Review Only)
- Final Reports – Processing Month
- Rollback State Reports
- Other Filing Methods:
o Combined Electronic
o Express - Historical Activities
- Task Scheduler
- Procedural Help
Intended Audience
Personnel responsible for filing unclaimed property reports. No prerequisites, basic knowledge of the TRACKER Unclaimed Property System required.
Estimated CPE Credit
2 credit hours