FORMS AND RESOURCES
Claims
Reporting
Form Name | Description | View Link |
---|---|---|
Holder Reporting Handbook | View | |
Property Type Chart | View | |
Relationship Type Table | View | |
Report Year Conversion Table | View | |
Lawyer Trust Report Form | View | |
Safekeeping Report Form | View | |
Early Reporting Request Form | View | |
Extension Request Form | View | |
Voluntary Disclosure Agreement | View | |
Instructions for Delivering Securities | View | |
Guidance for IRA Withholding and Reporting Taxes | View | |
Upload A Report | View | |
File a Zero (Negative) Report | View | |
Manual Online Reporting | View | |
Uploading Documents | View | |
Submit A Payment | View | |
Treasury Reporting Brochure | View |