Corporate Guardianship: Annual Report

Since July 1, 2018, the Corporate Guardianship Program Annual Report must be filed electronically. The Wisconsin Division of Quality Assurance (DQA) emails corporate guardian agencies a link to the annual report form. This happens 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 so you’ll get these 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. It covers the period from July 1 of the previous year to June 30 of the current year.

You must complete and submit the Corporate Guardianship Program Annual Report in a timely manner. If not, the Wisconsin Department of Health Services (DHS) may withdraw your approval to act as a corporate guardian in the state of Wisconsin under Wis. Admin. Code § DHS 85.16.

A reminder to complete the annual report is 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. They also must follow the 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 understands the requirements.

If you need an extension to complete the annual report, be sure to contact DQA by email before the July 31 due date. You must give a reason for requesting an extension.

Contact us

Questions about the annual report?

• Email dhsdqacguardianship@dhs.wisconsin.gov.
• Call DQA at 608-266-8481.