This information is to help employers prepare for the 2023 reconciliation process. Annual reconciliation is a time-sensitive project. Your assistance is required to ensure that your employees’ WRS Annual Statements of Benefits are accurate and complete.
Plan certification is required for any transfer of pre-tax funds from a retirement plan to the Wisconsin Retirement System for the purpose of buying permissive service credit.
ET-4303
Form
Active Employee /
Local Employer /
State Employer
Form for elected officials to irrevocably waive further participation in the WRS for current, and any future, service as an elected official that does not exceed 1,044 hours per year.
ET-4427
Form
Active Employee /
Retiree /
Other Benefit Recipient
Form for the member’s physician to complete if the member cannot manage property, finances or business affairs because of an impairment in the ability to receive and evaluate information or make or communicate decisions even with the use of technological assistance.
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.
The WRS covers employees of the state of Wisconsin and employees of local government employers who elect to participate, and Milwaukee Public School District teachers.
