Use the resources on this page to complete a task or take action for your retirement, health and other benefits. ETF does not currently offer online access to members’ WRS benefits and account information. This development is a part of our ongoing modernization efforts. We apologize for any inconvenience.

Click on the name of a task to be taken to its description and link. Click on Back to Top to return to this list.

Apply for Retirement

The retirement checklist will take you through the steps to plan and apply for retirement.

Retirement Checklist

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Related Resources

Address/Name/Gender Change (ET-2815)

Change My Contact Information

ETF sends you important information about your WRS benefits. Follow these steps to update your contact information.

Change My Contact Information

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Related Resources

Direct Deposit Authorization (ET-7282)

Change My Bank

Direct deposit is the most secure, reliable and convenient method of receiving benefit payments and is generally the only payment method used by ETF. Use these steps to update your information.

Change My Bank

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Related Resources

Wisconsin Tax Withholding Election for WRS Annuity Payments (ET-4337)

IRS Form W-4P

Tax Liability on WRS Benefits (ET-4125)

Income Tax Withholding Calculator

Change My Tax Withholding

Most retirement payments are subject to federal and state taxes. Have ETF withhold the right amount of money from your monthly benefit payment. Note: Federal withholding tables are subject to changes by the Internal Revenue Service. Consult with your professional tax advisor or visit irs.gov for the latest information.

Tax Withholding for Retirement Payments

 

 

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Related Resources

Beneficiary Designation (ET-2320)

Beneficiary Designation – Alternate (ET-2321)

WDC Online Beneficiary Form

Designate a Beneficiary

Make sure ETF knows who you want to receive your WRS assets upon your death by keeping your beneficiary designation up-to-date.

Designate a Beneficiary

 

 

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Submit a Financial Power of Attorney Document

The Department of Employee Trust Funds is committed to protecting your Wisconsin Retirement System account. Your 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. 

Submit a Financial Power of Attorney Document

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Enroll or Make Changes to My Health Benefits

State employees* or retirees: Use the following link to enroll, make changes to, or opt out of your health benefits.

Enroll or Make Changes for 2024 

Enroll or Make Changes for 2025 

 

* State employees include State of Wisconsin, Legislature and Wisconsin Court System Employees Covered by STAR; Beyond Vision, Fox River Navigation System Authority, WEDC, WHEDA, WHEFA; UW System; and UW Hospital & Clinics.

Local employees or retirees:  Turn in one of the following forms to your employer.

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Log in to My WDC Account

Access your Wisconsin Deferred Compensation Program (WDC) account information by clicking on the following link to go to the WDC website and login.

WDC Website

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Make Additional Contributions

You must be an active (working) employee of a Wisconsin Retirement System employer to make additional contributions to your WRS account. There are 3 ways to make additional contributions: online payment, send a check or money order, or a payroll deduction through your employer. Use the link below to make an online payment. 

 

 

See the Additional Contributions page for more information.

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Pay My Invoice

If you have received a benefit overpayment, you’ll need to pay the extra money back to ETF. Use the link below to make a convenient, online payment.

Invoice Online Payment

Note: The online payment site is administered by US Bank. Any fees or overdraft charges incurred are the responsibility of the member. Payments received by 8:00 p.m. Central Standard Time (CST) will be considered received for the current business day. Payments received after the 8:00 p.m. CST will be considered for the next business day. On your credit card or bank statement, this payment shows up as “ETF e-Payment".

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Related Resources

Taxes and My Benefits

Designate a Beneficiary

Death Benefits

Report the Death of a WRS Member

Understand the steps to report a death and ETF’s process for paying benefits.

Report the Death of a WRS Member

 

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Schedule an Appointment

Non-retired members may schedule a benefits counseling appointment. Before scheduling an appointment, you must have received a Retirement Benefit Estimate and Application (ET-4301) or a Disability Benefit Estimate and Application (ET-5302). See the Applying for Retirement section for more information.

To schedule an appointment, please use the convenient appointment scheduling system or call ETF at 1-877-533-5020. Choose either an online or by phone, individual appointment or an online group appointment. Wait times for appointments can be up to 6 weeks, depending on availability.

Schedule an Appointment

Note: Due to the COVID-19 pandemic, we are offering limited in-person appointments at this time.

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