All times are central time unless noted.
This is a Web-based, group training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level refresher course to develop or enhance a working knowledge of the state reporting features and functions of the StoneRiver TRACKER Unclaimed Property System. The course is two hours.
Agenda
- Basics of TRACKER
- Data Validation
- Holder Information
- Compress/Repair
- Reporting Notes
- General Notes
- State Reporting
- Direct or Reciprocal
- Colorado Deduction
- Exemptions
- Determine if special state reporting formats are necessary: Mineral Interest, Safe Deposit Box, Securities, Life Insurance
- Preliminary Paper Report – Processing Month
- Final Reports – Processing Month
- Rollback State Reports
- Combined Electronic State Report
- Express State Reports
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
Tuition
$200.00