All Roll Calls
Yes: 149 • No: 0
UtahS.B. 1552026 General SessionSenateWALLET
Unclaimed Property Amendments
Sponsored By: Todd Weiler (Republican)
Signed by Governor
Income TaxState Tax CommissionRevenue and Taxation
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Bill Overview
Analyzed Economic Effects
8 provisions identified: 6 benefits, 1 costs, 1 mixed.
Simpler heir claims up to $100,000
Effective May 6, 2026, heirs count as owners for unclaimed property that a decedent owned. For estates worth $100,000 or less with more than one heir, one claim can cover everyone. The claim must include the small‑estate affidavit and a signed form from each heir agreeing to act as a fiduciary, share the money fairly, and indemnify the state.
New timelines for unclaimed retirement accounts
Effective May 6, 2026, some retirement and other tax‑deferred accounts are treated as abandoned after set waiting periods. For retirement accounts, triggers include returned mail (using the second mailing if resent within 30 days), the tax‑law age when payouts must start, or a required payout after death. For other tax‑deferred or tax‑exempt accounts, the trigger is three years after the tax‑law start date for payouts (if known) or 30 years after the account opened, whichever comes first. After these times, the state takes custody until the owner claims it.
AGI sharing to check health benefits
From July 1, 2026 to July 1, 2029, Department of Health and Human Services eligibility workers can request your adjusted gross income from the Tax Commission. They must verify identity and get the required consent. The income is used only to check if you qualify for the listed health benefits.
Clear rules for game items and gift cards
Effective May 6, 2026, digital items that only work inside a game are not treated as unclaimed property. If an item can be turned into real money or goods of more than minimal value, this exclusion does not apply. A stored‑value card counts as Utah property only if the issuer has the owner’s name and a last known Utah address on file. These rules decide when these items can be treated as unclaimed in Utah.
More tools to return unclaimed money
From July 1, 2026 to July 1, 2029, the Tax Commission must give the unclaimed property administrator certain taxpayer contact data if asked, subject to federal law and availability. The data (name, address, phone, email, and SSN or FEIN) is used only to return unclaimed money and must stay confidential. The law also defines who may act as the administrator’s agent during unclaimed property examinations.
Faster tax refunds and payments
From July 1, 2026 to July 1, 2029, the Tax Commission can share the data needed to pay you, including bank account details, with the Division of Finance. This is limited to what is needed to send your tax refund or other payment.
Tax data for planning and local checks
From July 1, 2026 to July 1, 2029, the Tax Commission can give GOEO redacted tax data for fiscal estimates and statistics. GOEO cannot receive names, addresses, Social Security numbers, or taxpayer IDs and must keep data confidential. Over the same period, the commission must, on written request, give local governments the data they need to verify taxes, fees, or charges collected in their area. The information is for official use and remains private.
Faster claim decisions, limits on creditors
Effective May 6, 2026, the administrator must approve or deny an unclaimed property claim within 90 days and send a written notice. A denial must say why and what more is needed; no action in 90 days counts as a denial. Creditors cannot use writs to seize unclaimed property and must file a claim; they can get only up to the judgment or what the state holds. For property under $500, the administrator may waive form rules and pay the apparent owner directly.
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Sponsors & Cosponsors
Sponsor
Todd Weiler
Republican • Senate
Cosponsors
Anthony E. Loubet
Republican • House
Roll Call Votes
House vote • 2/26/2026
House/ passed 3rd reading
Yes: 62 • No: 0
House vote • 2/24/2026
House Comm - Favorable Recommendation
Yes: 10 • No: 0
House vote • 2/24/2026
House Comm - Consent Calendar Recommendation
Yes: 10 • No: 0
Senate vote • 2/12/2026
Senate/ circled
Yes: 0 • No: 0
Senate vote • 2/12/2026
Senate/ uncircled
Yes: 0 • No: 0
Senate vote • 2/12/2026
Senate/ passed 3rd reading
Yes: 27 • No: 0
Senate vote • 2/11/2026
Senate/ substituted
Yes: 0 • No: 0
Senate vote • 2/11/2026
Senate/ uncircled
Yes: 0 • No: 0
Senate vote • 2/11/2026
Senate/ passed 2nd reading
Yes: 28 • No: 0
Senate vote • 2/6/2026
Senate/ circled
Yes: 0 • No: 0
House vote • 1/23/2026
Senate Comm - Substitute Recommendation
Yes: 6 • No: 0
House vote • 1/23/2026
Senate Comm - Favorable Recommendation
Yes: 6 • No: 0
Actions Timeline
Governor Signed
3/23/2026Senate/ to Governor
3/11/2026SenateSenate/ received enrolled bill from Printing
3/11/2026SenateSenate/ enrolled bill to Printing
3/5/2026SenateEnrolled Bill Returned to House or Senate
3/5/2026Draft of Enrolled Bill Prepared
3/2/2026Bill Received from Senate for Enrolling
3/2/2026Senate/ signed by President/ sent for enrolling
2/26/2026SenateSenate/ received from House
2/26/2026SenateHouse/ to Senate
2/26/2026HouseHouse/ signed by Speaker/ returned to Senate
2/26/2026HouseHouse/ passed 3rd reading
2/26/2026HouseHouse/ 3rd reading
2/26/2026HouseHouse/ 2nd reading
2/24/2026HouseHouse/ comm rpt/ placed on Consent Calendar
2/24/2026HouseHouse Comm - Consent Calendar Recommendation
2/24/2026House Comm - Favorable Recommendation
2/24/2026House/ to standing committee
2/20/2026HouseHouse/ 1st reading (Introduced)
2/18/2026HouseHouse/ received from Senate
2/18/2026HouseSenate/ to House
2/18/2026SenateSenate/ passed 3rd reading
2/12/2026SenateSenate/ uncircled
2/12/2026SenateSenate/ circled
2/12/2026SenateSenate/ 3rd reading
2/12/2026Senate
Bill Text
Enrolled
3/5/2026
Substitute #2
2/6/2026
Substitute #1
1/23/2026
Introduced
1/19/2026
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