Valuation Insights

Unclaimed Property Reporting

In today's environment, even the most sophisticated company is exposed to the risk of either under- or over-reporting its unclaimed property liability. 

Duff & Phelps specializes in helping companies proactively manage all of their unclaimed property activities in the most efficient and cost-effective manner.

By developing a series of tools to help companies gather, track and report unclaimed property of all types and across all industries, Duff & Phelps ensures that companies meet, but not exceed, their unclaimed property reporting requirements.

In addition to customized guidance from Duff & Phelps’ unclaimed property professionals, our clients have access to online tools that provide:

  • Real-time reportable detail
  • Historical remitted detail
  • Due diligence responses
  • Business exemptions and state deductions
  • Future year’s liability forecasts
  • Real time account level status updates including due diligence eligibility, mail and reply status and anticipated escheat dates
  • Customizable reports, including the ability to export data
  • Privacy settings with the ability to mask or unmask sensitive data 
  • Full planning and stratification features


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