Financial Power of Attorney

Your WRS account information is confidential, and no one can receive information about or make changes to your account unless authorized. You can authorize another person to make changes to your account by submitting a financial power of attorney document to ETF.

Video
25 minutes
Retirement Planning - An Action Plan title slide.

Retirement Planning: An Action Plan

In order to have some financial freedom during retirement, you need to create an action plan and stick to it. Learn how to prepare and be ready for expenses that you will have in retirement. A presentation by the Wisconsin Deferred Compensation Program.

Video
22 minutes
Your Journey to Retirement title slide

Your Journey to Retirement

Learn how saving and investing can impact your retirement and why you may want to participate in the Wisconsin Deferred Compensation Program. A presentation by the Wisconsin Deferred Compensation Program.

Statement of Incapacity

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

Video
15 minutes
Retirement Planning for Women title slide.

Retirement Planning: An Action Plan for Women

See retirement from a woman's perspective. Find out why retirement is different for women and the factors that put women at a disadvantage when it comes to planning and saving for retirement. A presentation by the Wisconsin Deferred Compensation Program.

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.

An ombudsperson sitting at a desk with a member going over information.

Benefits Dispute

Learn how to address a benefits dispute and how Ombudspersons Services can help.