Corporate Guardianships: Annual Report

As of July 1, 2018, the Corporate Guardianship Program Annual Report will be filed electronically. The Division of Quality Assurance (DQA) will send an email with a link to the annual report form, to corporate guardian agencies on July 1 or the first business day after July 1 of each year. Please make sure DQA has your current email address on file for you to receive important updates.

Completion of the Corporate Guardianship Program Annual Report is required annually per Wis. Admin. Code § DHS 85.05(4). This report is due by July 31 of each year and will cover the period from July 1 of the previous year to June 30 of the current year.

Failure to complete and submit the Corporate Guardianship Program Annual Report in a timely manner may result in the withdrawal of approval from the Department of Health Services to act as a corporate guardian in the state of Wisconsin under Wis. Admin. Code § DHS 85.16.

A reminder to complete the Corporate Guardianship Program Annual Report will be emailed to all corporate guardian providers on July 1 or the first business day after July 1 of each year.

Corporate guardian programs must follow rules found at Wis. Admin. Code ch. DHS 85 – Non-Profit Corporations and Unincorporated Associations as Guardians, and must also abide by regulations for Guardianships and Conservatorships found in Wis. Stat. ch. 54. As a part of the annual reporting process, please review these regulations to ensure your agency's understanding of the requirements.

If you need an extension to complete the annual report (past the July 31 due date), please contact DQA by email prior to July 31 and provide your reason for the extension request.

Contact Us

For questions related to the annual report, email DHSDQACGuardianship@wisconsin.gov or call DQA at 608-266-8481.

Last Revised: July 17, 2018