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.

ET-2356
Form Active Employee

Election to Participate in the Variable Trust Fund

If you make this election, 50% of all your future WRS employee and employer required contributions and additional contributions will be deposited in the Variable Fund. The other 50% will be invested in the Core Fund.

ET-2566
Form Active Employee

Maximum Additional Contributions Worksheet

When you make voluntary regular (after-tax) additional contributions to your WRS account, you must use this worksheet to calculate the maximum amount of voluntary contributions that you can make to the WRS.

Report Active Employee / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation of Active Lives 2002

This report presents the annual actuarial valuations of non-retired members covered by the Wisconsin Retirement System as of December 31, 2002.

Report Active Employee / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation and Gain/Loss Analysis 2017

This report presents the results of the Wisconsin Retirement System (WRS) Annual Actuarial Valuation and Gain/Loss Analysis as of December 31, 2017.

Life Change Events and Documentation Requirements

If you are eligible to enroll in or change plans due to a qualified life change event, you may be asked to provide documents (employees to your employer, retirees to ETF) to confirm your eligibility.

Program Option
  • Local Annuitant Health Program (LAHP)
  • Local Deductible Health Plan (PO14) & Supplemental Benefits
  • Local Deductible Health Plan with Uniform Dental (PO4) & Supplemental Benefits
  • Local Health Plan (PO16) & Supplemental Benefits
  • Local Health Plan with Uniform Dental (PO6) & Supplemental Benefits
  • Local High Deductible Health Plan (PO17) & Supplemental Benefits
  • Local High Deductible Health Plan with Uniform Dental (PO7) & Supplemental Benefits
  • Local Traditional Health Plan (PO12) & Supplemental Benefits
  • Local Traditional Health Plan with Uniform Dental (PO2) & Supplemental Benefits
  • State Employee and Retiree Health Plan & Supplemental Benefits
Report Active Employee / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation and Gain/Loss Analysis 2018

This report presents the results of the Wisconsin Retirement System (WRS) Annual Actuarial Valuation and Gain/Loss Analysis as of December 31, 2018.

A pink coneflower.

WRS Retirement Benefit Calculations

WRS retirement benefits are calculated using two methods: the formula method, and the money purchase method. ETF calculates your benefit using both methods and automatically pays you the higher amount. See how each method is calculated and resources for estimating your benefit.

ET-4111
Form Retiree

Medicare Enrollment for Disability Retirees

If you retired due to a disability, you may be eligible for Medicare benefits. Medicare eligibility related to disability is available to persons who have received Social Security disability benefits for at least 24 months, who have End Stage Renal Disease (ESRD), or Lou Gehrig’s Disease (ALS).