Unclaimed Property

Annual Compliance

Outsource reporting processes for full adherence to the latest state requirements.

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What Is Annual Compliance?

Simplify Unclaimed Property Reporting Requirements

Every year, businesses throughout the U.S. face difficulty tracking unclaimed property reporting requirements and applying them to records examination. Neumo’s Annual Compliance solution allows companies to outsource all unclaimed property reporting processes, helping ensure adherence to the latest requirements in every state.

For over 30 years, Neumo experts have delivered timely, accurate annual reports for companies across the country. With outsourcing expertise available for all types of reportable assets—including general ledger items, stocks, and bank accounts—Neumo provides a full-service solution trusted by states and business owners alike.

Comprehensive Reporting Features

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  • Due Diligence Outreach

    Neumo is able to manage the required outreach to property owners, so all statutory due diligence obligations are met.

  • Report Preparation

    The complete preparation of all necessary reports is handled by Neumo for accuracy and conformity with state-specific formats.

  • Secure Delivery

    Neumo supports the secure delivery of your unclaimed property reports and associated remittances to any state, protecting sensitive data at every step.

  • Historical Records Maintenance

    A comprehensive archive of your historical records is maintained by Neumo, providing easy access to past filings for audit purposes.

Why choose Neumo Unclaimed Property Annual Compliance?

Flexible Deployment Options

Choose between a secure web application or a desktop installation to better fit specific technical requirements.

Reduce Administrative Burden

Eliminate the manual workload of tracking requirements and preparing complex reports, freeing internal teams to focus on strategic tasks.

Leverage Expert Accuracy

Benefit from over three decades of specialized experience, so your annual filings are timely, accurate, and complete.

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