Use the resources on this page to complete a task or take action for your retirement, health and other benefits. In the near future, we plan to offer members convenient and secure online access to their benefits information. Stay tuned.

Click on the name of a task to be taken to its description and link. Click on Back to Top to return to this list.

Apply for Retirement

The retirement checklist will take you through the steps to plan and apply for retirement.

Retirement Checklist

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Related Resources

Address/Name Change (ET-2815)

Change My Address

ETF sends you important information about your WRS benefits. Follow these steps to update your address.

Change My Address

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Related Resources

Direct Deposit Authorization (ET-7282)

Change My Bank

Direct deposit is the most secure, reliable and convenient method of receiving benefit payments and is generally the only payment method used by ETF. Use these steps to update your information.

Change My Bank

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Related Resources

Tax Liability on WRS Benefits (ET-4125)

Substitute W-4P Tax Withholding Certificate for Pension or Annuity Payments (ET-4310)

Retiree Monthly Tax Withholding Calculator

Change My Tax Withholding

Most retirement payments are subject to federal and state taxes. Have ETF withhold the right amount of money from your monthly benefit payment. Note: Federal withholding tables are subject to changes by the Internal Revenue Service. Consult with you professional tax advisor or visit irs.gov for the latest information.

Tax Withholding

 

 

 

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Related Resources

Beneficiary Designation (ET-2320)

Beneficiary Designation – Alternate (ET-2321)

WDC Online Beneficiary Form

Designate a Beneficiary

Make sure ETF knows who you want to receive your WRS assets upon your death by keeping your beneficiary designation up-to-date.

Designate a Beneficiary

 

 

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Enroll or Make Changes to My Health Benefits

State employees* or retirees: Use the following link to enroll, make changes to, or opt out of your health benefits.

 Enroll or Make Changes for 2020 

* State employees include State of Wisconsin, Legislature and Wisconsin Court System Employees Covered by STAR; Beyond Vision, Fox River Navigation System Authority, WEDC, WHEDA, WHEFA; UW System; and UW Hospital & Clinics.

Local employees or retirees:  Turn in one of the following forms to your employer.

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Log in to My WDC Account

Access your Wisconsin Deferred Compensation Program (WDC) account information by clicking on the following link to go to the WDC website and login.

WDC Website

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Make Additional Contributions

There are 3 ways to make additional contributions: an online payment, send a check or money order, or a payroll deduction through your employer. See the Additional Contributions page for more information. Use the link below to make a convenient, online payment. 

 

 

Please keep in mind the following:

1. You must be an active member with a WRS employer to make additional contributions.
2. You will need your ETF Member ID.
3. US Bank will email you a receipt confirming your deposit.

Note: The e-Payment site is administered by US Bank. Any fees or overdraft charges incurred through use of the e-Payment site are the responsibility of the member. Payments received by 8:00 p.m. Central Standard Time (CST) will be considered received for the current business day. Any payment received after 8:00 p.m. CST will be considered for the next business day. On your bank statement, this payment shows up as “WRSETFAddl".

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Pay My Invoice

If you have received a benefit overpayment, you’ll need to pay the extra money back to ETF. Use the link below to make a convenient, online payment.

Invoice e-Payment

Note: The e-Payment site is administered by US Bank. Any fees or overdraft charges incurred are the responsibility of the member. Payments received by 8:00 p.m. Central Standard Time (CST) will be considered received for the current business day. Any payment received after the 8:00 p.m. CST will be considered for the next business day. On your credit card or bank statement, this payment shows up as “ETF e-Payment".

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Related Resources

Taxes and My Benefits

Designate a Beneficiary

Death Benefits

Report the Death of a WRS Member

Understand the steps to report a death and ETF’s process for paying benefits.

Report the Death of a WRS Member

 

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Schedule an Appointment

Non-retired members may schedule a benefits counseling appointment. Before scheduling an appointment, you must have received a Retirement Benefit Estimate and Application (ET-4301) or a Disability Benefit Estimate and Application (ET-5302). See the Applying for Retirement section for more information.

To schedule an appointment, please use the convenient appointment scheduling system or call 1-877-533-5020. Choose either an online or by phone private, individual appointment. Wait times for appointments can be up to 6 weeks, depending on availability.

Schedule an Appointment

Note: Due to the COVID-19 pandemic, we are not offering in-person or group appointments at this time.

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