Federal and Wisconsin laws specify when a beneficiary of a WRS account must receive distributions. Beneficiaries who do not comply with these requirements may be subject to tax penalties.
Employer certification that a WRS annuity or lump-sum payment made to the survivor of the member named in this form may be eligible for an income tax exemption.
Survivor's certification that a WRS annuity or lump-sum payment made to the survivor of the member named in this form may be eligible for an income tax exemption.
ET-4335
Form
Active Employee /
Retiree /
Other Benefit Recipient
ETF will, consistent with the state’s Public Records Law, provide information regarding ETF’s affairs, except for individual personal information restricted by statute.
The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2013 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.