Charitable Organization Forms
Application:
- Form #296 -
Charitable Organization Registration Application - Use this form to apply for a charitable organization credential number if your organization wants to solicit contributions in Wisconsin or have contributions solicited in Wisconsin on its behalf.
Financial Reports (Annual):
Fundraising Counsel (FRC) and Professional Fundraiser (PFR) Forms
Application:
Bond:
Solicitation Notice:
- Form #1941 -
Professional Fundraiser Solicitation Notice
- A Professional Fundraiser must file this form and a contract for each charitable organization they perform services for.
- As well each charitable
organization shall file written confirmation of the Solicitation Notice
and contract are true and complete to the best of its knowledge.
Professional Employer Organization(PEO) and Professional Employer Group (PEG) Forms
Applications:
- Form #2840 -
Application for Registration
- A PEO/PEG should use this form to if it wants to operate in Wisconsin.
- If a PEO/PEG will have a limited presence in Wisconsin, it may qualify to use form #2858 instead.
- If a PEO/PEG has been approved by Employer Services Assurance Corporation (ESAC), it should use form #2854.
- Form #2858 -
Application for Registration - Small Operations
- A PEO/PEG should use this
form if it wants to operate in Wisconsin and qualifies for small
operations registration. (Note: a registrant that holds a small
operations credential number does not need to maintain a surety bond or
submit audited financial statements to the department on an annual
basis).
- PEO/PEG must be registered as a PEO/PEG in another state
- PEO/PEG cannot maintain an office in Wisconsin
- PEO/PEG cannot solicit clients that are in Wisconsin
- PEO/PEG cannot have more than 50 employees performing services for Wisconsin clients on any given day
- Form #2854 -
Assurance Organization Certification
- A PEO/PEG must use this
form to apply if it has been approved by Employer Services Assurance
Corporation (ESAC) and wants to operate as a PEO/PEG in Wisconsin.
Bond:
- Form #2843 -
Surety Bond
- All Professional employer organizations and groups that submit application form #2840 must also submit a surety bond.
Miscellaneous Forms
Contact Us
Phone: (608) 267-1711
Email: DFICharitableOrgs@dfi.wisconsin.gov
Mailing Address:
Wisconsin Department of Financial Institutions
Division of Corporate and Consumer Services
PO Box 7879
Madison, WI 53707-7879
Physical Address:
Wisconsin Department of Financial Institutions
Division of Corporate and Consumer Services
4822 Madison Yards Way, North Tower
Madison, WI 53705