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@revenue.wi.gov 

608.264.6997

Office of the State Treasurer
Unclaimed Property Unit
MS-UP, PO BOX 8982  Madison, WI 53708
Toll Free:  (877) 699-9211
Fax: (608) 261-6799
E-Mail: DORWIHolderReports@revenue.wi.gov

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Wisconsin Office of the State Treasurer  • P.O. Box 2114 •  Madison, Wisconsin 53701
Toll Free: 855-375-CASH (2274) • FAX #: 608-261-6799
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