Life Change Events and Documentation Requirements

If you are eligible to enroll in or change plans due to a qualified life change event, you may be asked to provide documents (employees to your employer, retirees to ETF) to confirm your eligibility.

Program Option
  • Local Annuitant Health Program (LAHP)
  • Local Deductible Health Plan (PO14) & Supplemental Benefits
  • Local Deductible Health Plan with Uniform Dental (PO4) & Supplemental Benefits
  • Local Health Plan (PO16) & Supplemental Benefits
  • Local Health Plan with Uniform Dental (PO6) & Supplemental Benefits
  • Local High Deductible Health Plan (PO17) & Supplemental Benefits
  • Local High Deductible Health Plan with Uniform Dental (PO7) & Supplemental Benefits
  • Local Traditional Health Plan (PO12) & Supplemental Benefits
  • Local Traditional Health Plan with Uniform Dental (PO2) & Supplemental Benefits
  • State Employee and Retiree Health Plan & Supplemental Benefits
Report Active Employee / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation and Gain/Loss Analysis 2018

This report presents the results of the Wisconsin Retirement System (WRS) Annual Actuarial Valuation and Gain/Loss Analysis as of December 31, 2018.

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WRS Retirement Benefit Calculations

WRS retirement benefits are calculated using two methods: the formula method, and the money purchase method. ETF calculates your benefit using both methods and automatically pays you the higher amount. See how each method is calculated and resources for estimating your benefit.

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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.

Report Active Employee / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation and Gain/Loss Analysis 2019

This report presents the results of the Wisconsin Retirement System (WRS) Annual Actuarial Valuation and Gain/Loss Analysis as of December 31, 2019.

Report Active Employee / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation of Active Lives 2007

This report presents the annual actuarial valuations of non-retired members covered by the Wisconsin Retirement System as of December 31, 2007.

ET-8501
Report Other Benefit Recipient

Comprehensive Annual Financial Report 2004

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2004 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

ET-8501
Report Other Benefit Recipient

Comprehensive Annual Financial Report 2012

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2012 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

WRS News Online for Employees
Jan 31, 2024 5:30pm Jan 2024 Edition
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Wisconsin Pensions Reduce Poverty Across Retiree Demographics

A UC Berkeley study found that Wisconsin retirees with pension income are less likely to experience economic hardships, with public pensions significantly narrowing the racial, gender, and education wealth gap among older families compared to private pensions.