Prepared for Spring Unclaimed Property Reporting?

Delaney McDonald
February 9, 2021

Spring unclaimed property reporting deadlines are coming up fast, are you prepared? Spring reporting runs from March through May and varies by state and industry. Most spring reporting states only require reporting for life insurance companies/holders. However, there are other spring reporting states that require reporting on all insurance companies, life and non-life, including Delaware, Pennsylvania, Illinois and Vermont. 

Our interactive unclaimed property laws map provides details on each state’s rules and regulations. Below is a list of spring reporting states and what holder types are required to report. 


Delaware:  Brokerage, corporation, government, mutual fund, petroleum, utility


Arkansas:  Life insurance

Arizona:  Life insurance 

District of Columbia:  All insurance

New Mexico:  Life insurance

Pennsylvania:  Brokerage, corporation, government, financial institutions, all insurance, petroleum, utility

West Virginia:  Life insurance


Georgia:  All insurance

Illinois:  Brokerage, corporation, life insurance, petroleum, utility

Indiana:  Life insurance

Kansas:  Life insurance

Maine:  Life insurance

Missouri:  Life insurance

Montana:  Life insurance

North Carolina:  Life insurance

North Dakota:  Life insurance

Nebraska:  Life insurance

New Hampshire:  All insurance

Ohio:  Life insurance

Virginia:  All insurance

Vermont:  Brokerage, corporation, government, financial institutions, all insurance, mutual fund, petroleum, utility

Take Action

Need a quick solution? Sovos provides solutions to fit every company’s needs: cloud reporting software, fully outsourced reporting with managed services, and consulting for ensuring compliance.

Sign up for Email Updates

Stay up to date with the latest tax and compliance updates that may impact your business.


Delaney McDonald

Share This Post
Share on facebook
Share on twitter
Share on linkedin
Share on email

North America Sales & Use Tax
May 7, 2021
How to File Sales Tax as a Multi-Level Marketing (MLM) Business

Direct selling companies and multi-level marketing (MLM) businesses have numerous complexities to consider when it comes to sales tax calculation and reporting requirements. Along with an expansive physical nexus footprint, direct sellers must know how their products and services are taxed around the country. It’s a daunting task when facing it alone.  Where are you […]

E-Invoicing Compliance EMEA Italy VAT & Fiscal Reporting
May 6, 2021
Italy: Understanding the New E-Document Legislation Requirements

In September 2020, the Agency for Digital Italy (AGID) introduced new requirements for the creation and preservation of electronic documents, which will be enforced from 7 June 2021. This blog discusses the requirements and how they affect the issuance and storage of e-invoices. Electronic Documents in Italy The AGID is responsible for the Italian digital […]

North America Sales & Use Tax
May 6, 2021
What to Expect with New Sales Tax Software Implementation

Change is rarely easy, but when it comes to implementing new sales tax software it doesn’t have to be a constant struggle. Organizations want to know that the implementation process includes hands-on assistance and a timeline that makes sense – for all parties involved.  Our Sovos implementation is designed to deliver value quickly and to […]

North America Unclaimed Property
May 6, 2021
New York Unclaimed Property Self-Directed Compliance Program

Continuing the trend in 2021, New York unclaimed property recently introduced the NY Self-Directed Compliance Program  geared towards identifying both non-reporters and companies that reported in 2021, but failed to report property types expected to be seen. Due to negative economic impact resulting from COVID-19, Sovos’ consulting, reporting and regulatory teams have been preparing for […]

May 5, 2021
What’s on the horizon for Insurance Premium Tax in Europe?

Europe has seen relatively few changes to insurance premium tax (IPT) rates recently. The most notable recent change was the 33% increase in IPT rate in Spain (up from 6% to 8%) at the beginning of 2021. Brexit became official on 1 January 2021, following the end of the transition period. This means UK based […]