Get Form 497 Up 2

Filling out the Form 497 Up 2 is an essential task for reporting unclaimed property in Oklahoma. This guide provides clear and supportive steps to help users complete the form accurately and efficiently online.

Follow the steps to complete the Form 497 Up 2

1. Click the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering the federal employer identification number and the report year in the designated fields. This information is crucial for the accurate processing of your report.
3. In the property section, list the description of property and the corresponding property type code in the appropriate columns. Be detailed and accurate in your descriptions for better clarity.
4. For each item, specify the amount reported as due and any payments made to the owner. This includes filling out the additions, amounts to be remitted, and any amounts that need to be deleted.
5. Enter the date of the last transaction or the date when the property became payable, as required in the relevant field.
6. Complete the owner's information, including their last name, first name, middle name, street address, city, state, and zip code. Ensure all details are correct to avoid any issues.
7. Provide the owner's social security number or federal employer identification number where indicated. This information is necessary for verification purposes.
8. If this is the last page of your report, ensure you enter the grand total of all reported amounts in the final field before submitting the form.
9. After thoroughly reviewing the completed form for accuracy, save your changes. You can then download a copy, print it for your records, or share it with relevant parties as needed.

Take the next step in managing unclaimed property by completing your Form 497 Up 2 online today.