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Public Documents

Wispact Documents

  • Advisor Guidebook – October 2024 
  • Agent Agreement 7-18 
  • Request for Distribution Form (RFD) – English
  • Beneficiary Portal User Guide
  • Brochure – English
  • Wispact Quick Reference Sheet
  • Wispact Fee Schedule 2024
  • How to Read Your Statement (4-7-2020)
  • Wispact Change of Address Form
  • Retained Fund Guidebook 2022

Other Documents

  • Badger Care Plus Handbook
  • Medicaid Eligibility Handbook
  • Special Needs Alliance Newsletter – The Voice
  • Wispact Newsletter
    • Spring 2020 
    • Summer 2020
    • Fall 2020
    • Winter 2021
    • Fall 2021
    • Spring 2022
    • Summer 2022
    • Fall 2022
    • Spring 2023
    • Summer 2023
    • Summer 2024
    • Winter 2025
  • Annual Reports
    • Wispact’s 20th Anniversary Report 2003-2023
    • Wispact 2023-2024 Annual Report
    • Wispact 2024-2025 Annual Report
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Find Us

226 Corporate Dr.
Madison, WI 53714

Call Us

P: (608) 268-6006
Toll Free: (833) 653-6503
F: (608) 252-8449

Quick Links

Contact Us
List of Attorneys
Helpful Links
FAQ

Wispact Inc. is a private nonprofit organization that administers pooled and community Special Needs Trusts for people with disabilities. Based in Madison, Wispact manages the Special Needs Trusts for more than 3,000 people throughout the state of Wisconsin.

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