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A Power of Attorney (Form A-222), or similar written authorization, executed by the taxpayer is required by the Wisconsin Department of Revenue for the taxpayer's representative to perform certain acts on behalf of the taxpayer and to receive and inspect certain confidential Wisconsin tax information.
There are two types of POAs ? one for health care, and one for finances. In Wisconsin, these must be drafted and executed as separate instruments; one document cannot serve as both a financial and health care POA.
Most Power of Attorney for Health Care documents provide that the document becomes ?activated? when two physicians or one physician and one psychologist personally examine the principal and then sign a statement certifying that the principal is incapacitated.
A Wisconsin Limited Power of Attorney Form may be used when you have a discrete situation requiring a proper representation. If you are unable to meet such a responsibility then you can appoint an agent to represent you temporarily in as specific a manner as you dictate.
Steps for Making a Financial Power of Attorney in Wisconsin Create the POA Using a Statutory Form, Software, or Attorney. ... Sign the POA in the Presence of a Notary Public. ... Store the Original POA in a Safe Place. ... Give a Copy to Your Agent or Attorney-in-Fact. ... File a Copy With the Land Records Office.
There are two types of POAs ? one for health care, and one for finances. In Wisconsin, these must be drafted and executed as separate instruments; one document cannot serve as both a financial and health care POA.