Guideline Documents

Overview

Below are resources for benefits administrators to use when counseling employees.

Administrator Resources

• Benefits Billing
  • Benefit Billing - Process with Coverage Lapse Contract Provisions Chart (UWS-300) pdf
• Employer Error
  • Employer Error - Institution Process & Form pdf
• Graduate Assistant / Short-Term Academic Staff Benefits Package
  • Graduate Assistant / Short-Term Academic Staff Benefits Package Decision Tree pdf
•  Leave/Disability
  • Enrollment Verification – To verify enrollment in Income Continuation Insurance (ICI) Plan before submitting a claim, employees can sign into my.wisconsin.edu or reach out to their benefits contact. The Hartford (plan administrator) does not maintain ICI enrollment information.
  • Disability Benefits Overview
  • Disability Chart pdf
  • Disability Retirement Program (40.63) Employer Statement (ET-5607) Instructions pdf
  • Income Continuation Insurance (ICI) Eligibility & Premium Rules Table (Refer to Appendix A)
  • Income Continuation Insurance (ICI) Administrator Landing Page
  • Income Continuation Insurance (ICI) Elimination Period for Employees during Summer Break pdf
  • Income Continuation Insurance webinar (Income Continuation Insurance (ICI) Presentation pdf )
  • Long Term Disability (LTDI) Presentation pdf
• Life Insurance
  • Life Insurance Changes FAQs.pdf pdf
• Opt-Out Incentive
  • Opt-Out Incentive Business Process pdf
  • Opt-Out Incentive Fax Cover Sheet pdf
• Spending & Savings Accounts
  • Flexible Spending Accounts Chart by Life Event pdf
  • HSA Customer Identification Program (CIP) Process Guide - UW System pdf

Plan Group or Policy Numbers

Lump Sum Default Hourly Rate

To track creditable service, hours are reported to the Wisconsin Retirement System (WRS). If an employee is paid on a lump sum basis, WRS creditable hours need to be determined.

If an employee receiving a lump sum payment has another position in the same employment category (not job title), the rate from that similar position is divided into the lump sum payment to determine the number of WRS creditable hours. If there are multiple positions in the same employment category, the lowest hourly rate will be used. Hourly rates are calculated by dividing the annual rate by 2080 hours, regardless of the employment category and pay basis. If the employee does not have a position in a similar employment category, then the WRS lump sum default hourly rate will be divided into the lump sum payment to determine the number of WRS creditable hours.

At the beginning of each fiscal year, an hourly rate is determined which is used when there is not an active similar position. Below the lump sum default hourly rates for the last five years are listed. For more information on calculating WRS credit review section I of UW System Administrative Policy 230 (formerly F29) Salary & Fringe Benefit Calculations.