Explore how our Death Master File (DMF) matching solutions streamline your unclaimed property management, ensuring accurate identification of DMF file matches as well as timely resolution.
Have you found that meeting the NCOIL model act requirements for comparing records to the Social Security Death Master File burdensome?
At UPCR, our DMF Matching solution is fully customizable and can be used for statutory purposes, Multiple Comparability Examinations (MCEs), and death claim audits, just to name a few. We can also provide reporting and analysis to help you determine the potential impact of these matches on your company.
NCOIL Model Act
Not only are our DMF Matching services easy to use, saving you valuable time and resources, it is compliant with NCOIL model act requirements.
DMF Reporting & Analysis
At UPCR, we have a variety of reporting and analysis tools to help you track the progress of your DMF Matching program.
Service Commitment
We are committed to providing you with the best possible service, throughout your engagement with our team of experts at UPCR.
UPCR Insurance Industry Solutions
Unlocking Death Master File Matching Solutions
As more states continue to adopt the NCOIL model act for comparing life insurance policies, annuity contracts and retained asset accounts to the Social Security Death Master File (DMF), many companies have found it quite burdensome or practically impossible to keep up with the demands of these new regulations.
UPCR has developed both a DMF matching solution as well as a match tracking solution to provide companies with the ability to meet these requirements not only for statutory purposes but for MCE’s and death claim audits as well.
SSDMF Match and Tracking Solution
UPCR understands that many companies don’t have the time or resources to develop their own DMF matching program. We offer a solution that matches your company’s policies and contracts to the most current DMF file available.
Our solution can identify exact and fuzzy matches, and it provides a side-by-side comparison of the company and DMF fields. We can also customize the solution to meet your specific needs. In addition to producing potential matches, we can also provide reporting and analysis that can help you understand the impact of these matches on your company.
Through UPCR’s DMF Matching Solutions, you will receive:
- A solution that is customized to meet the specific needs of your company.
- Detailed reporting and analysis to help you understand the potential impact of the matches.
- Exact and fuzzy matching criteria to analyze all the variations of a match.
- The results which can be grouped by category and provide a side-by-side comparison of the company and DMF fields.