Get Instruction For Copleting Rhode Island Up1 And Up2

This guide aims to provide clear and concise instructions on how to complete the Instruction for Completing Rhode Island UP1 and UP2 forms online. Whether you are a seasoned professional or a first-time filer, this guide will assist you in navigating the process effectively.

Follow the steps to successfully complete your forms online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter Holder Information. Provide the name of the holder (company name), followed by the federal tax ID number and stock exchange code if applicable.
3. Fill in the street address. If necessary, use two lines for the complete mailing address, while ensuring each line is within the character limit.
4. Complete the city, state (using the two-letter postal abbreviation), and zip code fields. Ensure accuracy as this information is crucial for mailing purposes.
5. Select the Holder Type Code that best describes your activity from the provided code list.
6. Indicate the state of incorporation and the date of incorporation.
7. If applicable, provide information about any previous holder of the reported property, including their name and address.
8. Designate a contact person, providing their name, phone number, and fax number if different from the holder's address.
9. Complete the signature section with the state, county, and name of the person signing, along with the total dollar amounts reported and the number of pages.
10. On the UP1 property codes checklist, indicate the number of accounts being reported and the corresponding dollar amounts.
11. Proceed to fill out the UP2 property information section accurately, ensuring all required fields such as SSN, last name, and address are filled in legibly.
12. At the end of the form, verify all your entries, save your changes, and finalize by downloading, printing, or sharing the filled form as needed.

Complete your documents online today to ensure compliance with Rhode Island’s unclaimed property reporting requirements.