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Wisconsin Charitable Organization Forms

Application:

Financial Reports (Annual):

Fund-Raising Counsel and Professional Fund-Raiser Forms

Application:

Bond:

Solicitation Notice:

  • Adobe PDF Document Form #1941 - Professional Fund-Raiser Solicitation Notice
    • A Professional Fund-raiser must file this form & 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.

Wisconsin Professional Employer Organization (PEO) & Group Forms (PEG)

Applications:

  • Adobe PDF Document 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.
  • Adobe PDF Document 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).

      Qualifications:

      • 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
  • Adobe PDF Document 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:

  • Adobe PDF Document Form #2843 - Surety Bond
    • All Professional employer organizations and groups that submit application form #2840 must also submit a surety bond.

Miscellaneous Forms