Reporting Guidelines:
NOTICE – CHANGES TO HOLDER REPORTING REQUIREMENTS
- CHANGE IN MEDIA ACCEPTED: Report files must be uploaded to the secure portal on the Holder Reporting Page. We do not accept CDs, DVDs, flash drives or any type of removable media.
- CHANGE IN AGGREGATE reporting for all holders: The maximum value allowed to be reported in an aggregate total is now under $10.00 (changed from $50.00). Complete owner detail is required on all amounts valued at $10.00 and above.
Reporting Deadlines
Holder Type | Period Ending | Report & Remittance Due |
---|---|---|
All | June 30 th | Oct 31 st |
Electronic Reports Required
Louisiana requires an electronic file in NAUPA Standard Format for ALL REPORTS. Reports received without an electronic file will be returned and the report will not be considered as timely filed. Louisiana reserves the right to assess penalties and interest if non-compliant reports are not immediately corrected. It is your responsibility to make sure your file is compliant.
Below is a link to a FREE basic product that can be used to create your file. In addition, there are many commercially available reporting software packages. Please do not send unencrypted data or paper reports by mail.
Also, please note that the Louisiana Report of Unclaimed Property Form UP-1 (or a substitute containing the Official Verification of Report language) must accompany your payment.
PROCEED TO HOLDER REPORTING PAGE
NEGATIVE OR ZERO REPORTS ARE NOT REQUESTED.
If you do not have anything to report, a negative or zero report is not required to be filed each year.
Forms & Information
Holder Claim Reimbursement Form
Holder Report Form Instructions
Report of Unclaimed Property Verification (UP-1)
Property Type Codes (NAUPA codes)
Louisiana Unclaimed Property Act
NAUPA IRA State Reporting Information
Mailing Address:
Louisiana Department of the Treasury
Unclaimed Property Division
P. O. Box 91010
Baton Rouge, LA 70821-9010
Physical address for overnight delivery:
Louisiana Department of the Treasury
Unclaimed Property Division
1051 N. 3rd Street, Room 150
Baton Rouge, LA 70802