Financial Power of Attorney

The Department of Employee Trust Funds is committed to protecting your Wisconsin Retirement System account. Your information is confidential, and no one can receive information about or make changes to your account unless authorized.

You can authorize another person to make changes to your account by submitting a financial power of attorney document to ETF. This is a legal document that allows you (the "principal") to choose a person (the "agent") to act on your behalf. This document can impact your WRS account, as well as other finances and property. However, ETF can only provide information about how this will impact your WRS account. An attorney can provide information on how a financial power of attorney document affects your other finances and properties.

Financial power of attorney documents can have different titles, such as:

Power of Attorney for Finances
Power of Attorney for Finances and Property
Power of Attorney for Finances and Other Property

A financial power of attorney document is different than a power of attorney for health care. ETF cannot accept power of attorney for health care documents because they relate to making medical decisions.

If you want to share account information with another person, but do not want them to be able to make changes to your account, see the General Privacy Notice page for more information.

Create, Submit, or Revoke A Financial Power of Attorney Document

Find resources for creating a financial power of attorney document, learn how to submit your document to ETF and how to revoke your document.

What Your Agent Can Do

Your financial power of attorney document determines the scope of your agent's authority. You may give your agent the ability to make many changes to your WRS account or limit them to a few actions.

Statement of Incapacity

Some financial power of attorney documents require that the principal is incapacitated before the agent can act on their behalf.

Additional Resources

State Bar of Wisconsin

Learn more about key considerations for a financial power of attorney document.

Guardianship Support Center

Get information and assistance on issues related to adult guardianship, protective placement, advance directives, and more.