Solutions Summit 2014

Standard and Custom Reports

Monica M Rakowski

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Mailing Labels for State Reports

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Holder Information Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

RJ Property Types Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

RJ Information Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

State Reporting Schedules

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Holder Balance Report - by state, by property type

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Forecasting Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

B2B Criteria

Chesapeake System Solutions, Inc. • Proprietary and Confidential

State Exemption Criteria

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Holder Property type volumes and dollar amounts

Chesapeake System Solutions, Inc. • Proprietary and Confidential

High Dollar Report- by holder and property type

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Owners with Multiple Properties

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Paid, Canceled Deleted report criteria

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Overdue Properties

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Stop Mailing Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Properties with an Override RJ

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Properties that have not receiveda due diligence letter

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Active Unreported Properties

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Active Not Reported Extract

Chesapeake System Solutions, Inc. • Proprietary and Confidential

IRA Escheatable accounts

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Owners with Properties in excessof a specified dollar amount

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Remitted Properties

Chesapeake System Solutions, Inc. • Proprietary and Confidential

New Properties

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Aggregate Items Report criteria

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Adjustment Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Properties not linked to an owner

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Security User Report

Chesapeake System Solutions, Inc. • Proprietary and Confidential

Detailed Security Report

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