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May 1, 2024 3:00pm Newsletter Retiree

WRS News for Retirees May 2024

Cover feature: A Closer Look at WRS Retirees' Impact in Wisconsin's Communities and Economy

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.

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-2572
Form Local Employer / State Employer

New Employee Benefit Checklist

A tool for an employer to confirm information was presented to a new employee, due dates identified and appropriate information and forms supplied for all ETF-administered benefits offered by the employer.

Statement of Incapacity

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