Holder Reporting

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.

For Questions, Contact:

Shannon Churchill, Director Holder Reporting

shannon.churchill@wisconsin.gov

608.264.6997

Office of the State Treasurer
Unclaimed Property Unit
P.O. Box 2114
Madison, WI 53701-2114
Phone: (608) 267-7977 Toll Free: (877) 699-9211
Fax: (608) 261-6799
E-Mail: OSTWIHolderReports@wi.gov

Software
Guide and Video
Wisconsin Statutes
Forms

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Holder Reporting Holder Reporting 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. For Questions, Contact: Shannon Churchill, Director Holder Reporting shannon.churchill@wisconsin.gov 608.264.6997 Office of the State Treasurer Unclaimed Property Unit P.O. Box 2114 Madison, WI 53701-2114 Phone: (608) 267-7977 Toll Free: (877) 699-9211 Fax: (608) 261-6799 E-Mail: OSTWIHolderReports@wi.gov Software Guide and Video Wisconsin Statutes Forms Print Version \| Return to Previous