Form NF - UIT Reporting Requirements by State

The following table represents the fee settings configurations documented within EFD:

Schedule of State Fees (Form NF - UIT)

Filing Scope: States require Form NF UIT filings to be submitted at a Trust level or at a Series Level.
Required Renewals: Some states require Form NF UIT filings be rewewed at the end of the state effectiveness period.
Terminate Requires Sales Report: Some states require that a sales report be submitted when filing an Form NF UIT Termination.

State Code Filing Scope Required Renewals Terminate Requires Sales Report
Alabama AL Series Level Yes Required
Alaska AK Series Level Yes
Arizona AZ Not Active
Arkansas AR Series Level Yes Required
California CA Not Active
Colorado CO Series Level Yes
Connecticut CT Not Active
Delaware DE Series Level Yes Required
District of Columbia DC Series Level No Required
Florida FL Not Active
Georgia GA Trust Level Yes
Hawaii HI Series Level No Required
Idaho ID Series Level Yes
Illinois IL Series Level Yes Required
Indiana IN Not Active
Iowa IA Series Level Yes Required
Kansas KS Series Level Yes
Kentucky KY Trust Level No
Louisiana LA Not Active
Maine ME Not Active
Maryland MD Not Active
Massachusetts MA Not Active
Michigan MI Series Level No
Minnesota MN Trust Level No
Mississippi MS Series Level Yes
Missouri MO Series Level Yes Required
Montana MT Series Level Yes Required
Nebraska NE Series Level Yes Required
Nevada NV Not Active
New Hampshire NH Series Level No
New Jersey NJ Trust Level Yes
New Mexico NM Series Level Yes
New York NY Series Level No
North Carolina NC Not Active
North Dakota ND Series Level Yes
Ohio OH Trust Level Yes
Oklahoma OK Not Active
Oregon OR Series Level Yes
Pennsylvania PA Series Level Yes Required
Puerto Rico PR Series Level Yes Required
Rhode Island RI Series Level Yes
South Carolina SC Series Level No
South Dakota SD Series Level Yes
Tennessee TN Series Level Yes
Texas TX Series Level Yes Required
U.S. Virgin Islands VI Trust Level Yes
Utah UT Trust Level No
Vermont VT Series Level Yes
Virginia VA Series Level No
Washington WA Not Active
West Virginia WV Series Level No Required
Wisconsin WI Series Level Yes
Wyoming WY Not Active