All WRS Employers
Vol. 19, No. 5
February 28, 2002
40.63 Wisconsin Retirement System
(WRS) Disability Retirement Benefit Process Has Been Revised
The Department of Employee Trust Funds (ETF) has completed its
review of the § 40.63 Wisconsin Retirement System disability
retirement plan and the problems and barriers in the current disability
plan design that delay receipt of disability benefits to those who
Effective immediately, ETF no longer requires employers to make
a medical determination that the employee has ceased employment
due to an apparent disability. The Employer
Statement, ET-5607 (revised 02/2002) formerly known as
the Employer Disability Certification, has been modified.
The new version allows the employer to report the termination date,
and the hours and earnings not previously reported directly on the
form instead of by completing a separate Employee Transaction
Report (ET-2533). Employers reporting through electronic media
should also use this form to expedite their employee's receipt
of disability benefits. ETF will internally review the earnings
reported on any subsequent tape and make the necessary adjustments
to the tape.
A sample of the revised Employer Statement is attached
to this Bulletin and instructions for completing the earnings
information on the form are found in Chapter
8 (Employee Transaction Reporting) of the WRS Administration
Manual, ET-1127 (revised 5/99). Chapter 14
of the manual provides information on determining the termination
Upon receipt of a Disability Retirement Estimate/Application
(ET-5302), from a participant, ETF will send the Employer Statement
to the WRS Agent. To expedite the process, ETF will send the Employer
Statement to the WRS Agent via e-mail. For employers without
an e-mail address or who have not provided one to ETF, this form
will be sent via US mail.
The WRS Agent must respond to all applicable questions on the Employer
Statement including the following information:
- Last day worked
- Last day paid
- Termination date
- Hours and earnings
In addition, the employer will indicate whether the employee is
expected to resume active service. An employer may also contest
the employee's application for disability benefits. However,
the reason(s) for this action must be indicated on the form.
When an employer contests an employee's disability, the employee's
disability will be denied. The employee has a right to appeal the
denied application and the employer is responsible for presenting
its case contesting the employee's application at an evidentiary
Upon receipt of the Employer Statement from the employer,
ETF updates the employee's WRS account with the last day paid,
termination date, and hours and earnings as indicated by the employer.
If the final earnings and hours have been reported to the WRS but
the last day paid and/or termination date has not, ETF will update
the employee's retirement account based on the dates entered
on the Employer Statement.
Please direct your questions to the Employer Communication Center
at (608) 264-7900.
Correction to Spring
Benefit Presentation held in Rice Lake
ETF is asking your
help to let employees know about a correction concerning the
spring benefit presentations. The presentation held in Rice Lake
will be on March 26. March 20 is the date indicated in the
January 2002 issue of the Trust Fund News. The list of benefit
presentations attached to Employer Bulletin, Vol.
18, No. 20 dated December 5, 2001 contains the correct information.