OAR 170-145-0020: Reporting Form and Format

(1) A Holder must submit reports electronically and in the requested format. (2) A Holder may not consolidate a subsidiary company’s report with the parent company report. (3) A single electronic file will be accepted for the company and any related subsidiaries. (4) Notwithstanding section (1) of this rule, a Holder may request permission to submit a hard-copy report. The request must be in writing and include an explanation of the difficulty of filing electronically. The Holder must follow the form and format required by the Treasurer if the request is approved. (5) A Holder must file a Negative Report if required by the Treasurer. (6) A Holder of lawyer trust account funds or interest on lawyer trust account funds must submit a report in writing and remit the funds to the Oregon State Bar. The Oregon State Bar will provide the report data to the Treasurer based on the Treasurer’s instruction. (7) A Holder of surplus foreclosure funds must submit a report in writing to the Treasurer within 30 days of the date the surplus is determined. The holder must follow the form and format required by the Treasurer.