Get Upd 602 - Unclaimed Property Annual Remittance Detail Reporting Form Illinois State Treasurer

Filling out the UPD 602 form is an important step for individuals or businesses reporting unclaimed property to the Illinois State Treasurer. This guide provides clear and detailed instructions to help users navigate the form with ease and accuracy.

Follow the steps to successfully complete the UPD 602 form online.

1. Click the ‘Get Form’ button to access the UPD 602 form, opening it in the document management system.
2. Begin with the holder name section, entering the full name or the legal name of the business in the designated field.
3. Select the appropriate relationship code from the options provided. Indicate whether the property belongs to a single owner or joint owners.
4. Fill in the complete address, including building, room, floor, suite, or apartment number along with the street address, city, state, and ZIP code.
5. Provide the Social Security number or the taxpayer identification number if applicable.
6. Input the cash amount and any relevant interest or dividend figures associated with the unclaimed property. Include the service charge and mailing charge amounts where necessary.
7. Enter the last activity date of the property, ensuring that it is a required field.
8. Calculate the total amount remitted by subtracting any applicable fees from the cash amount.
9. Provide specific property details, including the security name, CUSIP number, certificate or mutual fund number, stock symbol, transfer date, and the number of shares if applicable.
10. Make any necessary comments in the comment section to clarify details or provide additional information.
11. Review all entered information for accuracy, and then save your changes or proceed to download, print, or share the completed form.

Complete the UPD 602 form online today to ensure proper reporting of unclaimed property!