Upload to the online Holder Reporting Portal with all other required reporting materials.
Notice Report: This report is due annually prior to November 1 or prior to May 1 for life insurance companies.
Remit Report: This report is due between June 1-15 or between December 1-15 for life insurance companies.
Section A: the FEIN and report As of date are required. Failure to provide this information will result in the report being rejected.
Signature: the signature of an authorized person is required. Electronic signatures are acceptable.
Interest: reports with UFS-1 forms that do not contain a signature may be subject to interest at a rate of 12% per annum.
| Question | Answer |
|---|---|
| Form Name | Form UFS-1 |
| Form Length | 3 pages |
| Fillable? | Yes |
| Fillable fields | 100 |
| Avg. time to fill out | 17 min |
| Edition | 4/24 |
| Issuing agency | State of California Controller's Office |
| Where to send | Upload to the online Holder Reporting Portal |
| Matches the agency's file | Yes, checked October 2, 2026 |
| Other names | UFS-1, UFS1, UFS 1, Form UFS-1, California UFS-1, Universal Holder Face Sheet |
| Official source | Form UFS-1 (Rev 4/24), State of California Controller's Office |
Ufs 1 Form isn’t the one you’re looking for?