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Advisor's Information

Some beneficiaries could use assistance. Consider volunteering to be an advisor.

Some beneficiaries are currently without the valuable services of an advisor for a variety of reasons. Advisors provide advice to both the WisPACT staff and the beneficiary about distributions and help beneficiaries in making requests for such distributions.

 

We could use your help.  If you are interested in becoming an advisor for beneficiaries who don't have one, please contact Katherine at:1-800-236-4940 (option 3) ext. 202.

English:

Advisor Handbook

Request for Distribution Form

Distribution Questions & Answers

IRS W-9 Form **interactive**

Spanish:

Request for Distribution

Distribution Questions & Answers