Get Ca Uds-1 2015-2025

The CA UDS-1 form is essential for reporting unclaimed personal property in California. This guide will provide a clear and supportive step-by-step approach to filling out the form online, ensuring that users can complete the process confidently and accurately.

Follow the steps to complete the CA UDS-1 form efficiently.

1. Click the ‘Get Form’ button to access the CA UDS-1 and open it in your preferred online editor.
2. In Section 1, Holder Information, enter your company name, city, and branch number. Also, indicate the page number and total number of pages in your report.
3. In Section 2, Property Information, specify if the property has sole or multiple owners and number the owners accordingly (e.g., 1 of 2). Make sure you indicate the property status as either 'Report First', 'Reportable', or 'Reactivated/Refunded'.
4. Select the Owner Status. Choose 'Known' if you have the property owner's information, 'Aggregate' for items valued under $25, or 'Unknown' if the owner's details are not known.
5. Enter the mandatory Property Type code and Last Transaction Date in MM/DD/YY format to denote the most recent activity on the account.
6. Complete the fields for Account Number, Check Number, and any Comments relevant to the property.
7. Detail the Cash Amount to Report/Remit, and any Additions or Deductions that apply to the original amount. Ensure you record the final total in the Cash to Report/Remit field.
8. If applicable, input the Interest Rate, CUSIP Number, Current Shares, Original Shares, and Certificate Number.
9. Provide the Registered To name, Issue Name, Sub-Issue Name, and Symbol for securities reported.
10. Fill in details related to tangible properties, such as Tangible Box Number, Opened By name, Date Opened, Lease Expire Date, Unpaid Rent, and Drilling Fees where relevant.
11. Enter the mandatory Social Security Number/FEIN for the property owner along with their Date of Birth in MM/DD/YYYY format.
12. Complete the Owner Type and Relationship Type fields, entering pertinent information for the owner’s name, including first, middle, last name, prefix, suffix, and any applicable titles.
13. Finally, confirm the Owner's last known address, including Street Address, Zip Code, City, State, County, and Country, ensuring all fields are accurately populated.
14. Once all sections are complete, you can save changes, download, print, or share the form as necessary.

Start filling out your CA UDS-1 online today to ensure accurate and timely reporting of unclaimed personal property.