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Unclaimed property holder education

The Department has several types of workshops and videos designed to help your organization report unclaimed property. Each workshop covers the history of unclaimed property, purpose and benefits of the act, preparing and filing your report, and navigating our website.

Workshops are eligible for 1 or more free CPE credits for attendees. 

General businesses

This free workshop provides reporting basics for businesses new to unclaimed property or anyone who would like to refresh their knowledge of this specialized area.

Date/time Location Register
Date/time May 15, 2025, Thurs.
1:00 PM to 3:00 PM PT		 Location Zoom Register Register
Date/time June 11, 2025, Weds.
1:00 PM to 3:00 PM PT		 Location Zoom Register Register
Date/time July 10, 2025, Thurs.
9:00 AM to 11:00 AM PT 		 Location Zoom Register Register
Date/time August 13, 2025, Weds.
1:00 PM to 3:00 PM PT  		 Location Zoom Register Register
Date/time Sept. 10, 2025, Weds.
9:00 AM to 11:00 AM PT		 Location Zoom Register Register
Date/time Oct. 8, 2025, Weds.
1:00 PM to 3:00 PM PT		 Location Zoom Register Register

 

Government agencies

This free workshop covers subjects unique to government agencies. State, county, city, and quasi-municipal organizations are encouraged to attend.

Date/time Location Register
Date/time May 14, 2025, Weds.
1:00 PM to 4:00 PM PT		 Location Zoom Register Register
Date/time June 12, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Location Zoom Register Register
Date/time July 10, 2025, Thurs.
1:00 PM to 4:00 PM PT 		 Location Zoom Register Register
Date/time August 14, 2025, Thurs.
9:00 AM to 12:00 PM PT 		 Location Zoom Register Register
Date/time Sept. 11, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Location Zoom Register Register
Date/time Oct. 8, 2025, Weds.
9:00 AM to 12:00 PM PT		 Location Zoom Register Register

 

Financial organizations

This free workshop covers subjects unique to financial organizations.

Date/time Location Register
Date/time May 15, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Location Zoom Register Register
Date/time June 12, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Location Zoom Register Register
Date/time July 9, 2025, Weds.
1:00 PM to 4:00 PM PT 		 Location Zoom Register Register
Date/time August 14, 2025, Thurs.
1:00 PM to 4:00 PM PT 		 Location Zoom Register Register
Date/time Sept. 11, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Location Zoom Register Register
Date/time Oct. 9, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Location Zoom Register Register
Holder reporting videos

UCP Program

Watch our Unclaimed Property Holder Reporting video series to learn more about the Unclaimed Property laws and your reporting responsibilities. 

How-to videos

These task-specific videos show you how to search and claim property that may belong to you, and how businesses file and pay their unclaimed property report: