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. 

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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.

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.

If none of the dates/times below work for your schedule, please email UPDHolderOutreach@sco.ca.gov to schedule a one-on-one session of any of the webinars listed below.

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.