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ET-6102

Brochure Other Benefit Recipient

Information for Beneficiaries of Wisconsin Retirement System Accounts

Federal and Wisconsin laws specify when a beneficiary of a WRS account must receive distributions. Beneficiaries who do not comply with these requirements may be subject to tax penalties.

Report Retiree / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation of Active Lives 2001

This report presents the annual actuarial valuations of non-retired members covered by the Wisconsin Retirement System as of December 31, 2001.

Report Retiree / Board Member / Local Employer / State Employer

WRS Annual Actuarial Valuation Variations of Retired Lives 2001

This report presents the annual actuarial valuations of retired lives covered by the Wisconsin Retirement System as of December 31, 2001.

ET-8501

Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2000-2001

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2000-2001 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

ET-8935

Brochure Active Employee / Retiree

Ombudsperson Services

The ETF ombudsperson staff attempts to resolve questions and issues on behalf of WRS members.

Variable Fund

You can choose to deposit 50% of your contributions, including additional contributions, into the Variable Trust Fund. Before you decide to join, learn how Variable excess or deficiency affects your account value.

Core Trust Fund and Variable Trust Fund

This page provides an overview of the two Wisconsin Retirement System trust funds, how they are different and the effective rate of interest.

Open Enrollment Quick Reference

A quick reference for what changes you can make to your benefits during open enrollment.

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

ET-4427

Form Active Employee / Retiree / Other Benefit Recipient

Statement of Incapacity for Finances and Property

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.

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.