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Wisconsin Unclaimed Property Reporting

Generate NAUPA II & NAUPA III files for Wisconsin. Secure, fast, and compliant.

Create Wisconsin Report

Reporting to Wisconsin

The Wisconsin Department of Revenue requires holders of unclaimed property to file annual reports to facilitate the return of assets to their rightful owners. For all holders, including life insurance companies, the reporting deadline is November 1st, covering the fiscal year ending June 30th. EscheatFix offers a privacy-centric solution for CPAs to validate and convert holder data into the compliant NAUPA II or NAUPA III XML formats. While our validation tools are free to use, the final conversion and report generation is a paid service.

Key Deadlines

  • Report Due (Life Insurance): November 1
  • Report Due (All Others): November 1
  • Payment Due (Life Insurance): November 1
  • Payment Due (All Others): November 1

Official Resources

Wisconsin Reporting Specifics

Wisconsin's unclaimed property statutes generally enforce a 5-year dormancy period for many property types, including savings accounts, checking accounts, and certificates of deposit. However, holders must be attentive to distinct timelines for other assets: unpaid wages, utility deposits, and dissolution proceeds become reportable after just 1 year. Securities and dividends carry a 3-year dormancy period, while matured life insurance policies are reportable after 2 years. Notably, Wisconsin exempts gift certificates from reporting. The state also allows for an aggregate limit of $50; items valued under this amount may be reported as a lump sum without detailed owner information.

Filing Instructions

  1. Download Template: Get the EscheatFix CSV template designed for Wisconsin reporting.
  2. Enter Data: Input property details.
  3. Convert: Upload to EscheatFix to generate the NAUPA file. We validate against common errors.
  4. Submit: Submit the file via the state's secure file upload system.