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Corporate Guardianship: Annual Report

Since July 1, 2018, the corporate guardianship program (CGP) annual report must be filed electronically. The Division of Quality Assurance (DQA) emails corporate guardian agencies a link to the annual report form on July 1 or the first business day after July 1 of each year. Corporate guardianships can notify CGP of updated email addresses by completing a directory change request available at CGP's Change Requests webpage.

Completion of the CGP annual report is required annually per Wis. Admin. Code § DHS 85.05(4). This report is due by July 31 of each year. It covers the period from July 1 of the previous year to June 30 of the current year.

Each corporate guardianship must complete and submit the CGP annual report in a timely manner. If not, the Wisconsin Department of Health Services (DHS) may withdraw its approval for the corporate guardianship agency to perform the duties of a guardian in the state of Wisconsin under Wis. Admin. Code § DHS 85.16.

As a part of the annual reporting process, CGP encourages guardian representatives to review rules and regulations available on the CGP Rules and Regulations webpage to ensure understanding of the requirements.

A corporate guardianship requesting an extension to complete the annual report must contact CGP by email before the July 31 due date. Requests must include a reason and proposed alternative deadline.

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Last revised February 21, 2025