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Reporting Resources
NAUPA Standard Electronic File Format
NAUPA II Revised

In the 1990s, NAUPA approved a standard set of codes in a uniform format to make electronic reporting more uniform. Improvements were adopted at the NAUPA annual meeting in St. Louis, Missouri in July, 2002 and became effective for the Fall 2003 reporting period. Now known as "NAUPA II", the format was further revised by the membership on December 8, 2010 to add codes for new types of property have been developed and/or enhanced since the original format was adopted, related to individual retirement accounts, health savings accounts and educational savings accounts.
Download a PDF copy of the NAUPA Standard Electronic File Format

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