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Retirement Checklist

Planning and preparation are essential for a successful retirement. This page has a list of things you can do to help ensure a smooth changeover to retirement.

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Insurance

Learn about the insurances provided by ETF, such as health, dental and vision insurance.

ET-4112
Brochure Active Employee / Retiree / Local Employer / State Employer

Group Health Insurance

This brochure includes general information about health insurance through ETF.

ET-2320
Form Active Employee / Retiree

How To Fill Out Beneficiary Designation (ET-2320)

If you are the owner of a WRS account from which a WRS death benefit or life insurance benefit would be payable upon your death, you may file a beneficiary designation.

ET-2321
Form Active Employee / Retiree

Beneficiary Designation - Alternate

If you wish to specify who shall receive a primary beneficiary’s share of a death or life insurance benefit if a primary beneficiary is deceased, you must use this alternate beneficiary designation form.

ET-4938
Form Active Employee / Retiree / Other Benefit Recipient

Appeal Form

Submit this completed form to ETF to appeal a determination regarding your ETF-administered benefit(s).

ET-8501
Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2017

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2017 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

What a Guardian Can Do

Each time a guardian makes a request on behalf of a member, ETF will review the Letters of Guardianship of the Estate. The request will be approved or denied based on the authority granted in the letters.

ET-8501
Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2016

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2016 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.