Licensed Financial Services Forms

Adjustment Service Companies

•   Instructions and Application  (PDF: 550 KB / 18 pages)
•   Instructions and Application for an Additional Office (for current licensees only) (PDF: 97 KB / 4 pages)
•   Bond (PDF: 28 KB / 2 pages)

Currency Exchanges

•   Instructions and Application  (PDF:498 KB / 18 pages)
•   Instructions and Application for an Additional Office (for current licensees only)  (PDF: 98 KB / 4 pages)
•   Bond (PDF: 94 KB / 2 pages)

Collection Agencies

•   Instructions and Application  (PDF: 517 KB / 17 pages)
•   Individual Collector/Solicitor License Application  (PDF: 40 KB / 3 pages)
•   Bond (PDF: 9 KB / 2 pages)

Insurance Premium Finance Companies

•   Instructions and Application  (PDF: 468 KB / 16 pages)

Loan Companies

• Instructions and Application (PDF: 382 KB / 20 pages)
•   Instructions and Application for an Additional Office (for current licensees only)  (PDF: 92 KB / 4 pages)
• Bond (PDF: 20.1KB / 2 pages)
• Application for a Title Loan Certificate of Authorization (PDF: 514KB / 2 pages)

Payday Lenders

• Instructions and Application  (PDF: 310 KB / 22 pages)
•   Bond  (PDF: 39 KB / 2 pages)
• Instructions and Application for an additional office (for current licensees only)  (PDF: 45 KB / 2 pages)
•   Payday Lender Office Relocation  (PDF: 42 KB / 2 pages)
• Pre-Loan Disclosure – – Payday lender licensees must use this form to provide an applicant with the disclosures required by s. 138.14(9g)(a)1., 2., 4., 5. and 6., Stats., before entering into a payday loan with the applicant. The form must be delivered to the customer in the English and Spanish languages, or at the customer's option, in the English or Spanish language.
  •   English version (DOC) - for use on and after 7/01/2011  (DOC: 26 KB / 1 page)
  •   Spanish version (DOC) - for use on and after 7/01/2011  (DOC: 26 KB / 1 page)
• Repayment Plan Offer - Payday lender licensees must use this form if a customer fails to repay a subsequent loan.
  •   Repayment Plan Offer (DOC) - for use on and after 7/01/2011 (DOC: 27 KB / 1 page)

Sales Finance Companies

• Sales Finance Company Instructions and Application  (PDF: 511 KB / 18 pages)
•   Instructions and Application for Financial Institutions  (PDF: 156 KB / 8 pages)
•   Irrevocable Letter of Credit (PDF: 76 KB / 1 page)
•   Bond (PDF: 22 KB / 2 pages)

Sellers of Checks

•   Instructions and Application  (PDF: 506 KB / 17 pages)
•   Bond (PDF: 97 KB / 2 pages)
•   Deposit in Lieu of Bond (PDF: 11 KB / 4 pages)
•   Sample Authorization (PDF: 6 KB / 1 page)

Miscellaneous Forms

•   Owner/Officer Change  (PDF: 152 KB / 3 pages)