Wisconsin General Financial Power of Attorney Form

A Wisconsin General (Financial) Power of Attorney is a document that lets you name an agent to handle your money and property matters for you. Use this Wisconsin general power of attorney form to choose your agent and the powers they get. Start from the printable power of attorney form below, or browse Wisconsin power of attorney forms for other situations.

Last Updated: October 2026. This guide is reviewed and updated regularly to reflect current law. If you notice an error or outdated information, please contact us.

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What a Wisconsin General Power of Attorney Covers

A Wisconsin general power of attorney gives your agent authority over your financial and property matters. You are the principal, and the person you name is your agent, also called an attorney-in-fact. You choose which powers to hand over on the form. 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

It is worth mentioning that, unlike a medical power of attorney form, this document has nothing to do with healthcare decisions. Moreover, the paper does not allow your agent to handle financial affairs when you are no longer able to communicate your wishes and decisions.

It is valid for as long as the principal is of sound mind, and their physical condition does not prevent them from communicating. If you want your attorney-in-fact to represent you even if you are in a coma or vegetative state (or having other serious health problems), you should fill out a Durable POA form instead. Be careful when choosing the correct template, and make sure that it reflects your interests in the best way.

Choosing an Agent for Your Power of Attorney

Ensure that the person you want to appoint as an agent is someone you trust most and is unlikely to turn the state of things against you. Your decision should be rational. Do not choose a person with little professional expertise or with no idea how to manage such affairs.

Suppose you think that the attorney-in-fact is no longer needed or suspect them of illegal operations. In that case, you can revoke the form or limit the agent’s authority at any time in writing.

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 General Power of Attorney Form Includes

The state does not generate the form, but its variant that we recommend you fill out provides detailed information to clarify things. However, no matter what variant you choose, it should contain the following information:

  • Personal details of the principal (including the name and address)
  • Information about the agent or successor representative
  • Powers that the principal delegates to the appointed agent
  • The date of execution
  • Signatures (of the principal and a notary agent).

In Wisconsin, there are no statutes regulating the process of creating this form. However, those who decide to complete the paper can read Chapter 244 of the state law and look through the list of requirements for the durable POA form, which can be applied to the general type of the document as well.

According to the laws in the chapter, to make a power of attorney valid, the principal must sign it and let a notary agent verify it through a signature. No witnesses are required. Besides, you cannot create the document until you achieve the legal age.

Make sure that the person satisfies all the requirements stated in the chapter mentioned above.

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 and Annotations, Chapter 244
Where to File? Not necessary to file in most cases (but in real estate transactions it is needed to record the form in the office of the register of deeds in the county in which real estate is located)
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

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 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 and Use the Wisconsin General Financial Power of Attorney

After you fill in the form, a few steps remain. Take the form to a notary, then share copies with the people involved. Keep the original in a safe place that you and your agent can find.

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

    As we have stated earlier, the state demands that the from be acknowledged by the notary public. After everything, a notary agent verifies the document by appending their signature.

  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.
Template Preview
Create a free high quality Wisconsin General Financial PoA online now!

Frequently Asked Questions

What is a Wisconsin general power of attorney?

It is a financial document. You, the principal, name an agent to handle money and property matters for you, and you choose the powers on the form. The agent is also called an attorney-in-fact.

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

A general financial power of attorney deals with money and property. A medical power of attorney deals with health care decisions. Pick the form that matches what you want your agent to handle.

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.

What should I do with the form after it is signed?

Keep the original in a safe place and give your agent a copy. Write down where you stored it so your family can find it.

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.
Published: May 21, 2022