Get Wi Dfi/dccs/308 (formerly Dfi/lfs/308) 2014-2025
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How to fill out the WI DFI/DCCS/308 (Formerly DFI/LFS/308) online
The WI DFI/DCCS/308 form is essential for charitable organizations in Wisconsin to report their annual financial activities. This guide provides a clear, step-by-step approach to successfully complete the form online, ensuring compliance with state requirements.
Follow the steps to fill out the WI DFI/DCCS/308 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin completing SECTION A by providing the organization’s name, including any trade names or DBAs. Make sure to enter the WI Charitable Organization Registration Number and Federal Employer Identification Number accurately.
- Input the street address, city, state, and zip code for the organization, along with the daytime phone number. If the mailing address differs, complete that information in the designated section.
- If applicable, provide information for the organization's Wisconsin office. Note that this section is optional if the headquarters office is the only location.
- List the individuals who have custody of the financial records, including their names, contact information, and relationship to the organization.
- Include the details for persons responsible for the final custody of contributions and those who handle the distribution of contributions.
- Designate a contact person for inquiries related to the form, providing their information as specified.
- Describe the charitable purpose for which contributions will be used. Attach documents if necessary.
- Indicate whether a professional fund-raiser was used and provide necessary details if the answer is 'Yes'.
- Answer questions regarding changes in organization information and any interactions with other state authorities relating to solicitation.
- Proceed to SECTION B to enter financial information, specifying the accounting period utilized, and begin to fill out the statement of revenue and functional expenses.
- Include the balance sheets and ensure you detail all necessary financial figures as outlined in the form.
- Finally, review SECTION C for any required attachments and SECTION D for certification signatures. Ensure that all required signatures, including those of a notary, are secured.
- Once completed, users can save changes, download, print, or share the form according to their needs.
Complete your filing for the WI DFI/DCCS/308 form online today to ensure compliance and maintain your charitable organization’s good standing.
The phone number for the Department of Financial Institutions (DFI) in Wisconsin is available on their official website. It’s important to reach out if you have specific questions related to compliance or licensing under the WI DFI/DCCS/308 (Formerly DFI/LFS/308) regulations. This direct communication can provide you with the assistance you need to ensure proper formation of your nonprofit.
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