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IRIS Forms

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DocumentsSummaryTags

Start-Up Forms
IRIS Participant Start-up Packet (blank) (fillable) (sample)
◾ Participant Reimbursement Request Form (blank) (fillable) (sample) (tips)
(Spanish
◾ Participant Payment Election Form (blank) (fillable) (Spanish) (electronic submission)
Form 2678: Employer/Payer Appointment of Agent
Form SS-4: Application for Employer Identification Number
Form 8821: Tax Information Authorization
Note: Voided check or typed bank verification must be attached. If the Participant has a Guardian or Power of Attorney, the following forms are required: Guardianship or Power of Attorney Document
Form 2848: Power of Attorney and Declaration of Representative
Note: Form 2848 is required if the Participant has a Guardian or Power of Attorney.
Form F-00036: Wisconsin Power of Attorney for Finances and Property
Note: Form F-00036 is required if the Participant needs to assign a Power of Attorney.

Bay Area Rural Transit (BART) Order Form
Eau Claire Transit Order Form
Fond du Lac Transit Order Form
GO Transit (Oshkosh) Transit Order Form
Green Bay Metro Transit Order Form
Janesville Transit Order Form
Kenosha Transit Order Form
Madison Metro Transit Order Form
Maritime Metro (Manitowoc) Transit Order Form
Milwaukee Bus Tickets
Milwaukee Transit Plus Tickets
Outagamie County Transit Order Form
Ozaukee County Shared Ride Taxi
Racine Transit Order Form
Shoreline Metro Transit Order Form
Valley Transit (Appleton) Order Form
Wausau Metro Transit Order Form
Washington County Transit Order Form

Other
◾ Participant Reimbursement Request Form (blank) (fillable) (Spanish fillable) (sample) (tips)
IRIS Participant Employer Handbook: How to be an Employer
IRIS Fiscal Employer Agent (FEA) Tips
OSHA Standard Precautions
Confidential Information Release Authorization (F-82009)
Note: Required to provide Participant information to someone other than the Participant or Guardian. Must be approved by Participant or Participant’s Guardian
Portal Participant Help Guide
IRIS FEA Transfer Calendar

Start-Up Forms
IRIS Participant-Hired Worker Start-Up Packet (blank) (fillable) (sample)
Participant-Hired Worker Welcome Packet
◾ IRIS Participant-Hired Worker Relationship Identification (F-01201A) – EnglishHmongSpanish
Note: Approved by Participant or Participant’s guardian
IRIS Participant-Hired Worker Relationship Identification

◾ (F-01201A) – English, Hmong, Spanish
Note: Approved by Participant or Participant’s guardian
Form W-4
Form WT-4
IRS Notice 2014-7 Flyer
IRS Notice 2014-7 Caregiver Exemption Form
Form I-9 (Use this link if on a mobile device)
– The direct link to this form on the USCIS website is here. You can only open the form via this link on a laptop/desktop computer, not via a mobile device. 

To open, please follow these instructions:
1. Click the link and download the PDF to your computer. 
2. Right click on the file name and choose “Open with System Viewer”.
Note: Approved by Participant or Participant’s guardian.

◾ Background Information Disclosure (F-82064) – English
◾ Background Information Disclosure Addendum (F-01246) – English, Hmong, Spanish
◾ IRIS Participant Employer / Participant-Hired Worker Agreement (F-1201C) – English, Hmong, Spanish
Note: Approved by Participant or Participant’s guardian
◾ Payment Election Form (blank) (fillable) (Spanish) (electronic submission)
Note: Voided check or typed bank verification must be attached for Direct Deposit option.
ADP MyWisely Pay Card Consent Form for Minors
◾ Status Change Form (blank) (fillable) (Spanish)
◾ The Permanent Bar from Employment List can be found in the IRIS Policy Manual (P-00708A) on page 35: IRIS Policy Manual: Work Instructions (wisconsin.gov)
Employment Verification Form
Wisconsin Medicaid Program Provider Agreement and Acknowledgement of Terms of Participant for Waiver Service Provider Agencies (F-00180C)

Payment Forms
2025 IRIS Payroll Payment Schedule
2026 IRIS Payroll Payment Schedule
◾ IRIS Timesheet: In/Out Timesheet (blank) (fillable) (sample)
◾ Mileage Log (blank) (fillable) (Spanish fillable) (sample)
◾ Expense Report: (blank) (fillable) (sample)

2025 IRIS Vendor Payment Schedule
2026 IRIS Vendor Payment Schedule
2025 IRIS Vendor Transit Ticket Schedule
2026 IRIS Vendor Transit Ticket Schedule
IRIS Vendor Start-up Packet (blank) (sample
IRIS Vendor Welcome Packet
IRIS Vendor Claims Form Tips
Vendor Income Verification Request
Vendor Status Change Form
Provider Start-up and Requirements Checklist
Form W-9
Wisconsin Medicaid Program Provider Agreement and Acknowledgement of Terms of Participant for Waiver Service Provider Agencies (F-00180C)
Provider Agreement (fillable)
Note: Approved by Participant or Participant’s guardian.
Adult Family Home Information Form
Note: Required for AFH providers with non-taxable income.
◾ Vendor Direct Deposit Authorization Form (blank) (fillable) (electronic submission)
Note: Voided check or typed bank verification must be attached.
– Copy of Liability Insurance Certificate
– Copy of Professional License and/or Certificate
Note: If applicable, see License Requirements List.
– Copy of Driver’s License
Note: Required if providing specialized transportation.

Online Claims Submission Form (preferred method)

Vendor Claims Submission Form
Vendor Claims Submission Form FAQ

Paper Claim Form

◾ Claim Form (blank) (fillable) (sample) (tips) (instructions)

Vendor Claims Payment Schedule
2025 IRIS Vendor Claims Payment Schedule
2026 IRIS Vendor Claims Payment Schedule