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	Trust Level	Yes
Colorado	CO	Series Level	Yes
Connecticut	CT	Series Level	Yes
Delaware	DE	Series Level	Yes	Required
District of Columbia	DC	Series Level	Yes	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	Trust Level	Yes
Iowa	IA	Series Level	Yes	Required
Kansas	KS	Series Level	Yes
Kentucky	KY	Trust Level	No
Louisiana	LA	Trust Level	Yes
Maine	ME	Not Active
Maryland	MD	Series Level	Yes	Required
Massachusetts	MA	Series Level	No
Michigan	MI	Series Level	No
Minnesota	MN	Series Level	Yes
Mississippi	MS	Series Level	Yes	Required
Missouri	MO	Series Level	Yes	Required
Montana	MT	Series Level	Yes	Required
Nebraska	NE	Series Level	Yes	Required
Nevada	NV	Series Level	No
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	Series Level	Yes
Oregon	OR	Series Level	Yes
Pennsylvania	PA	Series Level	Yes
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
Utah	UT	Trust Level	No
Vermont	VT	Series Level	Yes
Virgin Islands	VI	Trust 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