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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 Olivia at:608 268-6006, ext. 201 or (toll-Free):  800-236-4940 opt. 3.

English:

Advisor Handbook

Request For Distributions Form- (English)

IRS W-9 Form 

Distribution Questions and Answers

Spanish:

Request For Distributions Form (Spanish) 

Questions and Answers on Distributions-(Spanish)