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Summary

Use this form to name primary and secondary beneficiaries for your WRS Retirement Benefit and your Wisconsin Public Employers Life Insurance. The ETF beneficiary designation is the only legal way to distribute your death benefits. Your will or estate planning documents will not be used to distribute funds.

WRS death benefits are always paid according to the most recent, valid beneficiary designation on file with ETF prior to your death. Your beneficiary information does not automatically change when a life event occurs, such as a marriage or a divorce. Review your beneficiaries and your needs regularly. Birth, adoption, death, marriage and divorce are all common life situations that can change how you want your beneficiary designation structured.

If you would like to complete the form electronically, be sure to first download the form, complete using Acrobat Reader, and save. Note: ETF is unable to assist with Adobe Acrobat Reader technical or compatibility issues. If you need assistance, please visit Adobe’s help site at https://helpx.adobe.com/support/reader.html.

Submit the form to ETF. Make a photocopy of the completed form and keep for your records.

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