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Unclaimed Property
Holder Reporting
Tips for Using UPExchange
Holder Information Section:
  • Complete the General Information and Contact Information sections.
  • A Holder ID is not required to create and submit a report in Nebraska.
Property Information Section:
  1. Select an Owner ID Type.
    • Select SSN (Social Security Number) if the owner is an individual.
    • Select FEIN (Federal Employer Identification Number) if the owner is a business.
  2. Select a Property Code that closely matches the item being remitted.
  3. Fill in the Check Number or Unique ID. It is a required field.
  4. Fill in both the Initial Amount and the Amount Paid. If either is blank, the report will reflect $0 for the property.
  5. If you include properties for owners outside Nebraska, select Nebraska for the Alternate Filing State. Failing to do will result in UPExchange creating a separate report for properties with out-of-state owners.
  6. Enter all other owner and property data that you possess, such as first name, middle initial, SSN/FEIN, date of birth, and address.
Reporting Section:
  1. Under the Reporting tab, select State Reports.
  2. Choose Nebraska and the current report year.
  3. Click Next.
  4. Select Yes if the amount is correct.
  5. Generate My State File.
  6. When a window pops up on the screen, select Save File.
  7. Save the report to your computer in a place where it can be easily accessed later.
  8. Do not attempt to open this file; you do not have the software to view this encrypted file.
  9. Once the HDE file is created, you may submit it on our website; or you may burn it on a CD or copy it to a floppy disk and mail it to the following address:
Nebraska State Treasurerís Office
Unclaimed Property Division
809 P Street
Lincoln, NE 68508
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