Wisconsin General Financial Power of Attorney Form

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A Wisconsin general power of attorney is a financial agent appointment form. Wis. Stat. § 244.04 makes it durable unless it expressly ends at the principal's incapacity. Wisconsin residents use it to let a trusted person handle banking, property and tax matters.

This page gives you a free Wisconsin financial power of attorney form, ten steps to fill it out, and a guide to signing it and putting it to use. Start from the printable power of attorney form below, or browse Wisconsin power of attorney forms for other situations.

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What a Wisconsin General Power of Attorney Covers

A Wisconsin general power of attorney gives your agent authority over your money and property, and you, the principal, choose each power by initialing it on the form. The person you name is your agent, also called an attorney-in-fact. The form can cover powers such as:

  • Real property and tangible personal property transactions
  • Banking and other financial institution transactions
  • Stock, bond, commodity and option transactions
  • Insurance and annuity transactions
  • Retirement plan transactions and tax matters

For Wisconsin's own statutory form, Wis. Stat. § 244.61 provides that the agent has powers only regarding the subjects initialed on the form. The FormsPal form works the same way: a power you leave blank stays with you.

This document covers money and property only. For health care decisions, use a medical power of attorney form instead.

Does It Keep Working if You Become Incapacitated?

Yes, by default: Wis. Stat. § 244.04 says a power of attorney created under chapter 244 is durable unless it expressly provides that it is terminated by the incapacity of the principal. Durable means your agent can keep handling your finances after you lose the ability to manage them yourself.

The form gives you that choice in its Termination Date section. Under Wis. Stat. § 244.10, a power of attorney terminates when the principal becomes incapacitated only if the power of attorney so provides. Initial the incapacity line in Step 6 only if you want your agent's power to stop at that point.

How to Get Power of Attorney in Wisconsin

To get a financial power of attorney in Wisconsin, the principal fills out a form that names an agent and the powers granted, then signs it as Wis. Stat. § 244.05 sets out.

If you want power of attorney over a parent's finances, your parent is the principal. Wis. Stat. § 244.05 says the principal must sign the power of attorney, or an individual 18 years of age or older at the express direction and in the physical presence of the principal must sign the principal's name on it.

  1. Decide which money and property powers to hand over.
  2. Pick an agent you trust and, if you like, a successor.
  3. Download the form and work through the ten steps below.
  4. Sign it (Wis. Stat. § 244.05); a notary acknowledgment, which page 5 of the form is built for, makes the signature presumed genuine under the same section.
  5. Give your agent a copy and keep the original safe.

Choosing an Agent and a Successor Agent

Choose as your agent a person you trust with your bank accounts and property, someone organized enough to keep track of bills, payments and paperwork for you. Your decision should be rational. Do not choose a person with little professional expertise or with no idea how to manage such affairs.

Name a successor agent as well. Under Wis. Stat. § 244.10, the power of attorney terminates when the agent dies, becomes incapacitated, or resigns and the power of attorney does not provide for another agent to act under it. The successor steps in if your first agent cannot serve.

Tip: Talk to the person before you name them. Ask whether they are willing to take on the job, and tell them where you keep the signed document.

What the Wisconsin Financial Power of Attorney Form Includes

The Wisconsin financial power of attorney form includes your details, your agent's details, the powers you grant, start and end options, a successor agent, your signature and an acknowledgment block for the officer.

  • Your full name and address as the principal
  • Your agent's name and address
  • Powers (A) through (N), each with a line to initial
  • Special Instructions printed below the powers
  • An Effective Date choice: right away or a later date
  • A Termination Date choice: revocation, a set date or incapacity
  • A successor attorney-in-fact and their address
  • Your signature, the date and your printed name
  • An acknowledgment for the county, date and officer

Wisconsin statutes include a statutory form in Wis. Stat. § 244.61: a document substantially in that form may be used to create a statutory form power of attorney, and an appendix with the text of ss. 244.44 to 244.56 shall be attached to it. The FormsPal form uses its own layout, with effective and termination dates you initial.

Wisconsin General Power of Attorney Form Details

Document Name Wisconsin General Power of Attorney Form
Other Name Wisconsin Power of Attorney for Finances and Property
Relevant Laws Wisconsin Statutes, Chapter 244 (Uniform Power of Attorney for Finances and Property Act)
Avg. Time to Fill Out 10 minutes
# of Fillable Fields 41
Available Formats Adobe PDF

How to Fill Out the Wisconsin General Power of Attorney Form

Fill out the Wisconsin general power of attorney form in ten steps, from your name and your agent's name on the first lines to the acknowledgment on page 5.

Download the PDF above or use our form-building software to get the template. Then work through these ten steps in order. Each step shows the matching part of the form, so you can compare it with your own copy as you go.

Have these ready before you start:

  • Your full name and current address
  • Your agent's full name and address
  • The powers you want to give your agent
  • The effective date and termination option you prefer
  • The name and address of an alternate agent, if you want one

The screenshots under each step show the FormsPal Wisconsin General Financial Power of Attorney template filled with sample entries in blue, so you can see where each answer goes. The names, addresses, dates and amounts are examples only.

Step 1: Principal and Agent Names and Addresses

Write your name and current address on the first two lines. Then enter the name and address of the person you appoint as your agent. Check that both names match your IDs.

Step 2 to filling out a wisconsin general power of attorney principal

Step 3 to filling out a wisconsin general power of attorney form agent

Wisconsin Wisconsin General Financial Power of Attorney: ATTORNEY IF YOU LATER WISH TO DO SO, filled with sample entries
Step 1: sample entries, not a real document.

Step 2: Initial the Powers (A) Through (K)

On page 2, initial the line in front of each power you want your agent to have. The list runs from (A) Real property transactions through (K) Benefits from social security, medicare, medicaid, or other governmental programs. Leave a line blank to hold that power back.

Step 4 to filling out a wisconsin financial blank power of attorney powers

Wisconsin Wisconsin General Financial Power of Attorney: INITIAL, filled with sample entries
Step 2: sample entries, not a real document.

Step 3: Initial (L), (M) or (N) All Powers

Initial (L) Retirement plan transactions and (M) Tax matters if you want your agent to have them. To give your agent every power on the list, initial only line (N). The form says you do not need to initial any other line in that case. The Special Instructions below the list have no blanks, so just read them.

Wisconsin Wisconsin General Financial Power of Attorney: Initial, filled with sample entries
Step 3: sample entries, not a real document.

Step 4: Effective Date

On page 3, initial one line under Effective Date. The first line starts the power right away. The second line starts it on a date you choose, so write that day and year in the blanks.

Step 5 to filling out a wisconsin general poa template dates

Wisconsin Wisconsin General Financial Power of Attorney: EFFECTIVE DATE, filled with sample entries
Step 4: sample entries, not a real document.

Step 5: Termination Date: Written Revocation

Under Termination Date, initial only one line. Initial the first line if the power should end when you sign a written revocation.

Wisconsin Wisconsin General Financial Power of Attorney: TERMINATION DATE, filled with sample entries
Step 5: sample entries, not a real document.

Step 6: Termination Date: Set Date or Incapacity

Initial the second line to end the power on a date you set, and write the day and year in the blanks. Initial the third line to end it when you are determined to be incapacitated, as the form defines right below the list.

Wisconsin Wisconsin General Financial Power of Attorney: A WRITTEN REVOCATION, filled with sample entries
Step 6: sample entries, not a real document.

Step 7: Successor Agent

On page 4, find Successor Attorney-in-Fact. Enter your agent's name, then the name and address of the alternate agent who steps in if your first agent cannot serve.

Wisconsin Wisconsin General Financial Power of Attorney: Agent's name, Alternate agent's name and more, filled with sample entries
Step 7: sample entries, not a real document.

Step 8: Date, Sign and Print Your Name

Read through the whole form once more. When you have nothing else to add, fill in the day, month and year on the Signed line, sign on the signature line and print your name below it.

Step 6 to filling out a wisconsin financial power of attorney form signature

Wisconsin Wisconsin General Financial Power of Attorney: Day, Date and more, filled with sample entries
Step 8: sample entries, not a real document.

Step 9: Acknowledgment: County, Date and Officer

Bring the form to the notary. On page 5, enter the county and the date. Then add the name and title of the notary or other officer and your name as the person who appears before them.

Step 7 to filling out a wisconsin general poa example notarization

Wisconsin Wisconsin General Financial Power of Attorney: STATE OF WISCONSIN, filled with sample entries
Step 9: sample entries, not a real document.

Step 10: Notary Signature and Seal

The notary or other officer signs on the Signature line and adds the seal. This line is for the officer, not for you.

Wisconsin Wisconsin General Financial Power of Attorney: Signature, filled with sample entries
Step 10: sample entries, not a real document.

How to Sign the Form: Notary or Remote Witnesses

Sign the Wisconsin power of attorney yourself and acknowledge it before a notary: Wis. Stat. § 244.05 presumes the signature genuine if the principal makes an acknowledgment before a notarial officer authorized under ch. 140 to take acknowledgments.

Signing option What the statute says Source
You sign The principal must sign the power of attorney. Wis. Stat. § 244.05
Someone signs for you An individual 18 years of age or older may sign the principal's name, only at the express direction and in the physical presence of the principal. Wis. Stat. § 244.05
Notary acknowledgment The signature is presumed genuine if the principal makes an acknowledgment before a notarial officer authorized under ch. 140 to take acknowledgments. Wis. Stat. § 244.05
Two remote witnesses The signature is presumed genuine if 2 witnesses watch by simultaneous 2-way, real-time audiovisual communication technology, only if all conditions of the section are satisfied, including: an attorney in good standing licensed by this state supervises the signing (and may serve as one of the witnesses); the principal and each witness attest to being physically located in this state during the call; and the power of attorney indicates that it is being executed pursuant to this section. Wis. Stat. § 244.05

The FormsPal form has an acknowledgment block on page 5 for the notary option. The remote witness option needs a supervising Wisconsin attorney and wording in the document itself, under Wis. Stat. § 244.05, so it fits an attorney-led signing rather than this printable form.

Before you go to the notary, check that every name, address and date on the form matches your IDs. Keep a signed copy for yourself.
  1. Acknowledge the Document

    Bring the signed form to the officer and let them complete the acknowledgment on page 5, as Steps 9 and 10 show.

  2. Share Copies
    Prepare several copies of the form to distribute to all the parties involved. Give your agent a copy and keep the original in a safe place.

When It Takes Effect and How Your Agent Uses It

A Wisconsin power of attorney is effective when executed unless the principal provides in it that it becomes effective at a future date or upon the occurrence of a future event or contingency, under Wis. Stat. § 244.09(1).

On the FormsPal form, you make that choice in Step 4: the first line starts the power right away, and the second line starts it on a date you choose.

Your agent accepts the appointment by acting under it (Wis. Stat. § 244.13); the power itself takes effect when you sign it or on the later date you chose (Wis. Stat. § 244.09(1)). Except as otherwise provided in the power of attorney, Wis. Stat. § 244.13 says a person accepts appointment as an agent by exercising authority or performing duties as an agent, or by any other assertion or conduct indicating acceptance.

When a bank or another business asks for proof, your agent can use the optional agent's certification form in Wis. Stat. § 244.62. On it, the agent certifies under penalty of perjury that, to the agent's knowledge, the principal is alive and has not revoked the power of attorney or the agent's authority.

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How to Revoke or End a Wisconsin Power of Attorney

A Wisconsin power of attorney ends when you revoke it, when it terminates by its own terms or when its purpose is accomplished, among the events Wis. Stat. § 244.10 lists.

The agent's notice in Wisconsin's statutory form, Wis. Stat. § 244.61, names the death of the principal first among the events that terminate a power of attorney.

Revoke it if you no longer need an agent or you suspect your agent of misusing the power. On the FormsPal form, the first Termination Date line (Step 5) ends the power when you sign a written revocation.

A new power of attorney does not cancel an old one by itself. Under Wis. Stat. § 244.10, the execution of a power of attorney does not revoke a power of attorney previously executed by the principal unless the new one provides that the previous power of attorney is revoked or that all other powers of attorney are revoked.

Tell your agent and everyone holding a copy. Wis. Stat. § 244.10 says termination is not effective as to the agent or another person that, without actual knowledge of the termination, acts in good faith under the power of attorney.

Frequently Asked Questions

What is the difference between a general and a medical power of attorney?

A general financial power of attorney deals with money and property, while a medical power of attorney deals with health care decisions. In Wisconsin, a power of attorney for health care must be in writing, dated, signed and voluntarily executed in the presence of 2 witnesses who meet the section's requirements, under Wis. Stat. § 155.10. Pick the form that matches what you want your agent to handle.

Can a power of attorney withdraw money after death in Wisconsin?

The notice printed in Wisconsin's statutory form, Wis. Stat. § 244.61, says that unless you specify otherwise, the agent's authority generally continues until you die or revoke the power of attorney or the agent resigns or is unable to act. Matters after death fall outside the power of attorney and this page.

Does my agent get paid?

The notice in Wisconsin's statutory form, Wis. Stat. § 244.61, says your agent is entitled to reasonable compensation unless you state otherwise in the special instructions. Agree on pay with your agent before you sign.

Can I name more than one agent?

Wisconsin's statutory form names one agent, and its notice in Wis. Stat. § 244.61 says you may name a coagent in the special instructions; coagents are not required to act together unless you include that requirement there. The FormsPal form names one agent and one successor agent.

What happens if my agent is my spouse and we divorce?

Under Wis. Stat. § 244.10, your spouse's authority as agent terminates when an action is filed for the dissolution or annulment of the marriage or for legal separation, unless the power of attorney otherwise provides. The same section ends a domestic partner's authority when the domestic partnership under ch. 770 is terminated, unless the power of attorney otherwise provides.

How long does it take to fill out the form?

The details table above lists an average of 10 minutes for the 41 fillable fields. Have the names, addresses and dates ready before you start.

Can I fill in the PDF on my computer?

Yes. Download the PDF and fill in the fields with the FormsPal PDF editor, or print it and write in your answers by hand.

General information, not legal or tax advice.

Mara Erlach
Mara Erlach
Writer & Attorney
Mara has been practicing estate planning and trust law in California since 2003, taking pride in helping clients of all backgrounds and asset profiles form a complete and customized estate plan. Her specialties are: estate planning, wills and trusts, trust and probate administration.