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Form Up-1k, Up-2k, Up-3k - Safe Deposit Boxes Report And Instructions - Unclaimed Property Program Page 4

INSTRUCTIONS FOR COMPLETING FORM UP-2K

A separate UP-1K for safe deposit boxes must be submitted.

If you are reporting 25 or more properties, you must submit your report on a properly formatted read-only

CD. We also require that you submit a paper copy of the report.

If you are reporting fewer than 25 properties, please use this form referencing the following instructions:

Please type or print your report.

List owners alphabetically by name.

Enter the date of this report. We will use this date as reference should we need to contact you

with questions regarding the report.

Enter your federal employee identification number (FEIN).

Item 1 - Enter the owner’s name and address as shown on your business records.

Item 2 - Date of birth.

Item 3 - If multiple owners are listed, indicate the appropriate relationship code from the list on page 4

(Introduction).

Item 4 - Enter the owner(s) social security number (SSN) or federal employee identification number (FEIN).

Item 5 - Enter the safe deposit box number.

Item 6 - Enter the date the safe deposit box was drilled.

Item 7 - Enter the total number of safe deposit boxes reported on this page.

Item 8 - If this is the last page of your report, enter the grand total of all safe deposit boxes reported on all

pages.

NEGATIVE REPORTS ARE REQUIRED ON SAFE DEPOSIT BOXES!

Form Up-1k, Up-2k, Up-3k - Safe Deposit Boxes Report And Instructions - Unclaimed Property Program Page 4