A hand checking off boxes on a document with pink marker.

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.

Statement of Incapacity

Some financial power of attorney documents require that the principal is incapacitated before the agent can act on their behalf.

Guardianship

A guardian is appointed by a court when a person is unable to make or communicate medical decisions, financial decisions, or both. Learn how Letters of Guardianship can impact a WRS account.

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-2545
Form Active Employee

Additional Contributions Remittance

If you choose to make voluntary additional employee paid contributions, complete and return this form with your payment.

What Your Agent Can Do

Your financial power of attorney document determines the scope of your agent's authority. You may give your agent the ability to make many changes to your WRS account or limit them to a few actions.

ET-4925
Brochure Active Employee / Retiree / Other Benefit Recipient

How Divorce Can Affect Your WRS Benefits

Information on how a divorce may affect WRS benefits, beneficiary designations as well as information for the alternate payee.

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 / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation and Gain/Loss Analysis 2020

This report presents the results of the Wisconsin Retirement System (WRS) Annual Actuarial Valuation and Gain/Loss Analysis as of December 31, 2020.