Training and Tutorials
Unclaimed Property Division’s Outreach and Compliance Unit (OCU) team educates business owners about the unclaimed property laws and reporting requirements for holders of unclaimed property.
Sign up to receive notifications about future workshops, seminars, and events.
Reporting Quick Guides - Reference guides to answer common questions about the reporting process.
General Reporting Quick Guide - Outline of the steps to report unclaimed property.
Reporting Portal FAQ - Frequently Asked Questions about how to submit reports using the online reporting portal
Holder Reporting Portal: How to Register - Portal instructional video on how to register for an account.
Holder Reporting Portal: How to Upload - Portal instructional video on how to upload property reports.
Holder Reporting Portal: Common Errors – Portal instructional video on how to avoid common errors.
Future Webinar Events
The Unclaimed Property Division’s Outreach and Compliance Unit provides several webinars to assist with the reporting process. State Controller’s Office employee participation in these webinars is not an endorsement of the views, opinions, products, or services of any participants or entity.
To schedule a session of any of the webinars listed below, email UPDHolderOutreach@sco.ca.gov.
Video: Holder Reporting Tutorial
Outreach and Compliance Unit Staff
Representatives of the Holder Outreach and Compliance Unit (OCU) are available for site visits and to attend your business events and webinars to provide an overview of the Unclaimed Property Law and mandated reporting requirements. To request a site visit or our participation at an upcoming event, please contact the OCU at (916) 464-6088 or UPDHolderOutreach@sco.ca.gov.