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Transfer of Service Information


    2008-2009 Revenue Limit Transfer of Service Exemption Requests – Due July 1, 2008 (August 1 if completed on-line)

    In-state, out-of-state, and other government requests will need to be received in our office during the month of June and by the due date. Forms must be complete with summary sheet and all appropriate signatures and verifications where required.

    New this year, districts will have the option to complete this request through an internet based application form. Districts may choose to complete and submit the Excel form and submit a paper copy. However, districts are encouraged to use the new internet application. If districts use the on line application, the due date for all materials is extended to August 1st.

    There is a separate TOS form available for special education students and for limited English proficient students. Detailed instructions and the forms required to request such exemptions are available by clicking on a link below.

    Most districts have identified their TOS contact on the district contact page for the Transfer of Service program. Districts can change their listed contact by clicking on Transfer of Service Contacts below or by going to the Reporting Portal located at the School Finance Team web page. Your password will be needed. Navigate to your school district and click on "District Contacts." Complete the information. Other districts will then be able to use this contact page to determine your district's Transfer of Service contact. Contact Brad Adams by e-mail at bradley.adams@dpi.wi.gov or by telephone at (608) 267-3752 should you have questions.

Transfer of Service General Information

Transfer of Service TutorialPowerPoint document

On-line System

On-line application process for Transfer of Service Revenue Limit 2008-2009. Is open for district entry April 28, 2008.New

Instructions for using the on-line application.

Transfer of Service On-line Tutorial

Paper Application

Paper application process for Transfer of Service Request Worksheet (Form PI-5001)Excel document
Instructions for using Paper application process for Transfer of Service Request Worksheet InstructionsMS Word document
  1. Transfer of Service LogsExcel document
    Request Log for 2008-2009 Revenue Limit - In process
    Request Log for 2007-2008 Revenue Limit - Final
    Request Log for 2006-2007 Revenue Limit - Final
    Request Log for 2005-2006 Revenue Limit - Final
    Request Log for 2004-2005 Revenue Limit - Final
    Request Log for 2003-2004 Revenue Limit - Final

  2. Transfer of Service Contacts

  3. Transfers resulting from the dissolution of a CCDEB
    Memo: Racine CCDEB Dissolution Issues- July 22, 2004
    Racine CCDEB Transfer of Services Request FormExcel document
  4. Walworth CCDEB Transfer of Services Request FormExcel document

If you have any questions regarding transfer of service contact Brad Adams, Consultant, bradley.adams@dpi.wi.gov, or by telephone at: (608) 267-3752.


For questions about this information, contact dpifin@dpi.wi.gov (608) 267-9114

Last updated on 7/10/2008 1:38:42 PM