Wisconsin law requires businesses and other organizations (Holders) to review their financial records each year to determine whether they hold any funds, securities or other tangible property that has been unclaimed for the required dormancy period. Holders are required to file an annual report and deliver the property to the state.
Follow the links below to obtain instructions and information regarding holder reporting in Wisconsin.
Note: Wisconsin requires financial institutions, utility companies, and life insurance companies to file completed and notarized Holder Verification Reports even if no unclaimed property is reported.
For Questions, Contact:
Wisconsin Department of Revenue
Unclaimed Property Section
PO Box 8982
Madison, WI 53708-8982
2013 Holder Report Guide
(Forms & Instructions)
Page last updated December 12, 2013