{"id":357,"date":"2014-11-06T14:56:44","date_gmt":"2014-11-06T20:56:44","guid":{"rendered":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/?page_id=357"},"modified":"2025-07-17T17:25:49","modified_gmt":"2025-07-17T22:25:49","slug":"employment-changes","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/employment-changes\/","title":{"rendered":"Employment Changes"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-357\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-supplemental\">\n\t\t\t\t    <div class=\"cfct-mod-content\">\n    <nav class=\"widget widget_meta\" >\n\n        <div class=\"menu-cfct-module-a32ddb2945a46244e08c3761426e71af-container\"><ul id = \"menu-benefits-administration\" class = \"menu nav\"><li id=\"menu-item-418\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-418\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/\">Overview<\/a><\/li>\n<li id=\"menu-item-400\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-400\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/administration-manuals\/\">Administration Manuals<\/a><\/li>\n<li id=\"menu-item-1752\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-1752\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/abeinfo\/\">Benefits Open Enrollment Information<\/a><\/li>\n<li id=\"menu-item-402\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-402\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/contacts\/\">Contacts<\/a><\/li>\n<li id=\"menu-item-3425\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3425\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/formpubs\/\">Employer Forms<\/a><\/li>\n<li id=\"menu-item-404\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-404\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/employment-changes\/\">Employment Changes<\/a><\/li>\n<li id=\"menu-item-405\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-405\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/family-changes\/\">Family Changes<\/a><\/li>\n<li id=\"menu-item-409\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-409\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/guideline-documents\/\">Guideline Documents<\/a><\/li>\n<li id=\"menu-item-417\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-417\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/benefits\/newemp\/\">New Employees<\/a><\/li>\n<\/ul><\/div>    <\/nav>\n<\/div>\n\n\t\t\t<\/div><\/div><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><p><span style=\"float: none;background-color: #ffffff;cursor: text;font-family: 'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif;font-size: 14px;font-style: normal;font-variant: normal;font-weight: 400;letter-spacing: normal;text-align: left;text-decoration: none;text-indent: 0px;text-transform: none\">Below are resources for benefits administrators to use when an employee experiences an employment change and their benefits are affected. When notified of a life event, counsel the employee on all of their benefit options.<\/span><\/p>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t    <div class=\"bs-accordion \">\n            <div class=\"accordion-all-buttons\">\n          <a href=\"#\" class=\"accordions-showall btn btn-primary btn-xs\" role=\"button\" data-panel=\"e7sug\"><span class=\"uw-resize-full\">Open All<\/span><\/a>\n        <\/div>\n        <div id=\"e7sug\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_change-in-employment-categories\">\n    <div class=\"panel-heading\" id=\"heading_change-in-employment-categories\">\n        <h4 class=\"panel-title\"><button href=\"#change-in-employment-categories\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"change-in-employment-categories\">Change in Employment Categories<\/button><\/h4>    <\/div>\n    <div id=\"change-in-employment-categories\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_change-in-employment-categories\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/emplcat.pdf\" target=\"_blank\">Change in Employment Category \u2013 Between FA\/AS\/LI and University Staff<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/wrstograd.pdf\" target=\"_blank\">Change in Employment Category \u2013 From FA\/AS\/LI or University Staff to Graduate Assistant \/ Short-term Academic Staff<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_layoff\">\n    <div class=\"panel-heading\" id=\"heading_layoff\">\n        <h4 class=\"panel-title\"><button href=\"#layoff\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"layoff\">Layoff<\/button><\/h4>    <\/div>\n    <div id=\"layoff\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_layoff\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uws49.pdf\" target=\"_blank\">Layoff: Benefits Administrator Checklist (UWS 49)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/layoffcontact.docx\" target=\"_blank\">Layoff Initial Contact Sample Text<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uws40.pdf\" target=\"_blank\">Health Insurance Premium Payment at Layoff (UWS 40)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uws48.xlsx\" target=\"_blank\">Sick Leave Estimator for Layoff  (UWS 48)<span class=\"sr-only\"> xlsx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uws45.pdf\" target=\"_blank\">Confirmation of Health Insurance (UWS 45)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uws46.docx\" target=\"_blank\">Certification of Continued Eligibility (UWS 46)<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/ben\/formspubs\/UWS47.docx\" target=\"_blank\">Sick Leave Depletion Notification (UWS 47)<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><\/ul><p><span style=\"float: none;background-color: #ffffff;color: #333333;cursor: text;font-family: 'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif;font-size: 14px;font-style: normal;font-variant: normal;font-weight: 400;letter-spacing: normal;text-align: left;text-decoration: none;text-indent: 0px;text-transform: none\">For more information, see the <\/span><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life-events\/empcha\/layoff\/\" target=\"_blank\" rel=\"noopener\">Employee Site<\/a><span style=\"float: none;background-color: #ffffff;color: #333333;cursor: text;font-family: 'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif;font-size: 14px;font-style: normal;font-variant: normal;font-weight: 400;letter-spacing: normal;text-align: left;text-decoration: none;text-indent: 0px;text-transform: none\">.<\/span><\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_leave-of-absence\">\n    <div class=\"panel-heading\" id=\"heading_leave-of-absence\">\n        <h4 class=\"panel-title\"><button href=\"#leave-of-absence\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"leave-of-absence\">Leave of Absence<\/button><\/h4>    <\/div>\n    <div id=\"leave-of-absence\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_leave-of-absence\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/loa.pdf\" target=\"_blank\">Unpaid Leave of Absence<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/unpaidloainsuranceselection.pdf\" target=\"_blank\">Insurance Selections for Employees Going on an Unpaid Leave of Absence<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/ben\/resources\/benbillcoveragelapse.pdf\" target=\"_blank\">Benefit Billing - Process with Coverage Lapse Contract Provisions Chart (UWS-300)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_rehired-annuitant\">\n    <div class=\"panel-heading\" id=\"heading_rehired-annuitant\">\n        <h4 class=\"panel-title\"><button href=\"#rehired-annuitant\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"rehired-annuitant\">Rehired Annuitant<\/button><\/h4>    <\/div>\n    <div id=\"rehired-annuitant\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_rehired-annuitant\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/ra.pdf\" target=\"_blank\" rel=\"noopener\">Rehired Annuitant Checklist<\/a><\/li><li><a href=\"https:\/\/etf.wi.gov\/employers\/employer-training\/recorded-employer-training-webinars#WRS\" target=\"_blank\" rel=\"noopener\">Employer Training web page, WRS Trainings:<\/a> WRS Employment of Annuitants webinar<\/li><li><a href=\"https:\/\/etf.wi.gov\/publications\/et2319\/direct\" target=\"_blank\" rel=\"noopener\">Rehired Annuitant Form (ET-2319)<\/a><\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/Completing-the-Rehired-Annuitant-Form-(ET-2319).pdf\" target=\"_blank\">Completing The Rehired Annuitant Form (ET-2319)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><a href=\"https:\/\/www.wisconsin.edu\/uw-policies\/uw-system-administrative-policies\/rehired-annuitants\/\" target=\"_blank\" rel=\"noopener\">UW System Administrative Policy 1229 (formerly GEN 10) Rehired Annuitants<\/a><\/li><li><a href=\"https:\/\/etf.wi.gov\/publications\/et1127\/download?inline=\" target=\"_blank\" rel=\"noopener\">Wisconsin Retirement System (WRS) Administration Manual<\/a> (chapter 15)<\/li><li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/ETF-Bulletin-2014-01-16-Rehired_Annuitants.pdf\" target=\"_blank\" rel=\"noopener\">ETF Employer Bulletin, January 15, 2014: Important Tips \u2013 Rehired Annuitants\/Return to Work Laws<\/a><\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_retirement\">\n    <div class=\"panel-heading\" id=\"heading_retirement\">\n        <h4 class=\"panel-title\"><button href=\"#retirement\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"retirement\">Retirement<\/button><\/h4>    <\/div>\n    <div id=\"retirement\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_retirement\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Retirement can be a difficult decision for employees. In this section institution benefits administrators will find tools to assist with counseling and helping employees through the retirement process.<\/p><p>Employees are eligible to retire and start to receive a WRS benefit when they:<\/p><ul><li>Are at least 55 years old (at least 50 if covered by the Protective WRS category); and<\/li><li>Are vested* in the WRS; and<\/li><li>End all WRS-covered employment.<\/li><\/ul><p>Normal retirement age is when an employee is eligible for a full retirement benefit that is not subject to an age reduction factor. Normal retirement age is 65 (53 or 54 for Protective WRS category).<\/p><p>*Employees who are first covered by the WRS <strong>on or after<\/strong> July 1, 2011 must have five years of WRS creditable service to be vested in the WRS. Employees who were covered by the WRS <strong>prior to<\/strong> July 1, 2011 are immediately vested in the WRS. Once vested, an employee is eligible to receive a retirement benefit. A full year of creditable service is determined as follows:<\/p><ul><li>For faculty, academic staff, or limited appointees 1,320 hours from 7\/1 \u2013 6\/30.<\/li><li>For university staff employees, 1,904 hours from 1\/1 \u2013 12\/31.<\/li><li>Note: An individual can only earn 1.0 year of creditable service in a 12-month period, no matter how many hours an employee is in paid status. Employees may earn a partial year of creditable service. A partial year is a percentage of the year equivalent to the hours spent in paid status (i.e. actual hours worked, vacation, sick leave or other paid leave status) divided by the number of hours required for a creditable year of service.<\/li><\/ul><p>Employees are eligible for a WRS retirement annuity or lump sum retirement benefit once they have <strong>five years<\/strong> of creditable service.<\/p><p><strong>WISCONSIN RETIREMENT SYSTEM (WRS)<\/strong><\/p><p>Access <a href=\"https:\/\/etf.wi.gov\/retirement\/calculators\" target=\"_blank\" rel=\"noopener\">calculators on ETF\u2019s website<\/a>. The calculators on ETF\u2019s website provide unofficial estimates based on the information the benefits administrator or employee enters. Calculators do not access the employee\u2019s personal account information and the results shown are not guaranteed.<\/p><p>Encourage employees to request a retirement estimate from the <a href=\"https:\/\/etf.wi.gov\/retirement\/calculators\/wrs-retirement-benefits-calculator\" target=\"_blank\" rel=\"noopener\">Wisconsin Retirement System Retirement Estimate Request tool<\/a>. This tool is for retirement estimates only, it is not an application for benefits. Employees may also contact ETF at (877) 533-5020 to request a retirement estimate, schedule an appointment, or for general retirement information.\u00a0<\/p><p><strong>SICK LEAVE CONVERSION CREDIT PROGRAM<\/strong><\/p><p>Upon retirement (regular or disability), layoff or death, eligible employees can use their unused sick leave credits to pay post-termination State Group Health Insurance premiums for themselves and their spouse and\/or dependents.<\/p><p>ETF requires that employers submit sick leave certifications to ETF within 30 days of an employee's termination or retirement. This deadline provides time for benefits administrators to finalize the employee's remaining sick leave hours.<\/p><p>Regardless of whether the employee indicates they are taking their WRS retirement benefit submit the employees Sick Leave Conversion Credits through ETF's On-line Network for Employers (ONE) system. Enter \u201cretirement\u201d as the termination reason.\u00a0<\/p><p>ETF requires online submission of Sick Leave Conversion Credits through the online Accumulated Sick Leave System on the <a href=\"https:\/\/etfonline.wi.gov\/etf\/internet\/employer\/one.html\" target=\"_blank\" rel=\"noopener\">ETF\u2019s On-line Network for Employers (ONE) system<\/a>. To request access to ETF\u2019s On-line Network for Employers (ONE) system, review .\u00a0<\/p><p>Resources to assist with Sick Leave Credit Conversion Program counseling:<\/p><ul><li><a href=\"https:\/\/etf.wi.gov\/publications\/et4132\/direct\" target=\"_blank\" rel=\"noopener\">Sick Leave Credit Conversion Program Brochure (ET-4132)<\/a><\/li><li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/sle\" target=\"_blank\" rel=\"noopener\">Sick Leave Credit Estimator<\/a><\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/aslccinsert.pdf\" target=\"_blank\">Sick Leave Certification Insert (UWS 151)<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n\u00a0(to be sent to employee with copy of final certification)<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/acsl-exception.pdf\" target=\"_blank\">Guide for Completing Online Sick Leave Certifications for Academic Year (9-month) Employees <span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/acsd.pdf\" target=\"_blank\">Continuous Service\/Adjusted Continuous Service Guide<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul><p>Sick Leave paper certification forms (used prior to 1\/1\/2014) can be used to check the information entered into ETF One. The forms will not be accepted by ETF and are only available to check the information entered into ETF One.<\/p><ul><li><a href=\"http:\/\/uwservice.wisc.edu\/docs\/forms\/am-leave-certification-crafts.xls\" target=\"_blank\" rel=\"noopener\">Craftsworker<\/a><\/li><li><a href=\"http:\/\/uwservice.wisc.edu\/docs\/forms\/am-leave-certification-general.xls\" target=\"_blank\" rel=\"noopener\">General\/Teacher<\/a><\/li><li><a href=\"http:\/\/uwservice.wisc.edu\/docs\/forms\/am-leave-certification-protective.xls\" target=\"_blank\" rel=\"noopener\">Protective<\/a><\/li><\/ul><p><strong>SUPPLEMENTAL INSURANCE<\/strong><\/p><ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/COBRAvsContinuantFAQ.pdf\" target=\"_blank\">Supplemental Dental Insurance and Vision Insurance - COBRA vs Retiree Coverage FAQ<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/COBRAvsContinantCompare.pdf\" target=\"_blank\">Supplemental Dental Insurance and Vision Insurance - COBRA vs Retiree Coverage Compare<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul><p><strong>STATE GROUP LIFE INSURANCE<\/strong><\/p><p>An estimate of State Group Life Insurance premium in retirement can be completed for the employee using the <span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/sglest.xlsx\" target=\"_blank\">State Group Life Insurance Estimator<span class=\"sr-only\"> xlsx<\/span><\/a><\/span>\r\n.<\/p><p>Employees may be able to convert their basic group life insurance coverage to pay premiums for health insurance or long-term care insurance. Review the <a href=\"https:\/\/etf.wi.gov\/resource\/converting-your-group-life-insurance-pay-health-or-long-term-care-insurance-premiums\" target=\"_blank\" rel=\"noopener\">Converting Your Life Insurance to Pay Health or Long-Term Care Insurance Premiums web page<\/a> for more information.<\/p><p><strong>EMPLOYEE ASSISTANCE PROGRAM<\/strong><strong>\u00a0(EAP)<\/strong><\/p><p>The EAP provides employees and members of their household with confidential resources to address personal concerns and\/or legal\/financial situations. Services are provided at no cost to the employee and\/or the members of their household for 12 months following separation. Go to the <a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/well-being\/eap\/\" target=\"_blank\" rel=\"noopener\">EAP web page<\/a> for additional information.<\/p><p><strong>RESOURCES<\/strong><\/p><ul><li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ret\/roadmap.pdf\" target=\"_blank\" rel=\"noopener\">Roadmap to Retirement Planning<\/a><\/li><li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ret\/benatret.pdf\" target=\"_blank\" rel=\"noopener\">Employee Benefits at Retirement (UWS 73)<\/a><\/li><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/retcounseling.docx\" target=\"_blank\">Retirement Counseling Worksheet<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/retchecklist.pdf\" target=\"_blank\">Retirement Employer Checklist<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li>Department of Employee Trust Funds (ETF) Brochures<ul><li><a href=\"https:\/\/etf.wi.gov\/publications\/et4133\/direct\" target=\"_blank\" rel=\"noopener\">WRS Guide to Retirement (ET-4133)<\/a><\/li><li><a href=\"https:\/\/etf.wi.gov\/publications\/et4117\/direct\" target=\"_blank\" rel=\"noopener\">Choosing an Annuity Option (ET-4117)<\/a><\/li><li><a href=\"https:\/\/etf.wi.gov\/publications\/et4107\/direct\" target=\"_blank\" rel=\"noopener\">Calculating Your Retirement Benefits (ET-4107)<\/a><\/li><\/ul><\/li><li>Employees can schedule an appoint with ETF. Before scheduling an appointment, employees must have requested and received a benefit estimate from ETF. To schedule an appointment, employees can use the <a href=\"https:\/\/appointments.etf.wi.gov\/\" target=\"_blank\" rel=\"noopener\">appointment scheduling system<\/a> or call ETF at (877) 533-5020.<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_termination\">\n    <div class=\"panel-heading\" id=\"heading_termination\">\n        <h4 class=\"panel-title\"><button href=\"#termination\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"termination\">Termination<\/button><\/h4>    <\/div>\n    <div id=\"termination\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_termination\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/term.pdf\" target=\"_blank\">Termination Chart<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/termchecklist.pdf\" target=\"_blank\">Termination Checklist<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_transfers\">\n    <div class=\"panel-heading\" id=\"heading_transfers\">\n        <h4 class=\"panel-title\"><button href=\"#transfers\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"transfers\">Transfers<\/button><\/h4>    <\/div>\n    <div id=\"transfers\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_transfers\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/uw.pdf\" target=\"_blank\">Transfer to Another UW Institution<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/tostate.pdf\" target=\"_blank\">Transfer to a State agency<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<ul><li><a href=\"https:\/\/dpm.wi.gov\/Documents\/DPM%20FORMS\/DOA-15504%20Personnel%20Transfer%20Record.pdf\" target=\"_blank\" rel=\"noopener\">Personnel Transfer Record (PTR) Form<\/a> - When you have an employee who is moving to another state agency, complete this form in it's entirety and provide it to the receiving state agency. This information requested on this form is needed to accurately set up the new employee at the receiving state agency.<\/li><\/ul><\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/fromstate.pdf\" target=\"_blank\">Transfer from a State agency<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/state-authority-quick-guide.pdf\" target=\"_blank\">Transfer to\/from State Authority<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_wrs-eligibility\">\n    <div class=\"panel-heading\" id=\"heading_wrs-eligibility\">\n        <h4 class=\"panel-title\"><button href=\"#wrs-eligibility\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"wrs-eligibility\">WRS Eligibility<\/button><\/h4>    <\/div>\n    <div id=\"wrs-eligibility\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_wrs-eligibility\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/wrs.pdf\" target=\"_blank\">Becoming WRS Eligible<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/lte-to-nonlte.pdf\" target=\"_blank\">Moving from WRS Temporary to WRS Non-temporary position<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2>Resources<\/h2>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/bendist.pdf\" target=\"_blank\">Benefit Application & Form Distribution Chart <span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/benefit-application-checklist.pdf\" target=\"_blank\">Benefit Application & Form Review Checklist<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/acsd.pdf\" target=\"_blank\">Continuous Service\/Adjusted Continuous Service Guide<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/ben\/resources\/gradhealth.pdf\" target=\"_blank\">Graduate Assistant \/ Short-Term Academic Staff Benefits Package Decision Tree<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/download\/fsachart.pdf\" target=\"_blank\">Flexible Spending Accounts Chart by Life Event<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<\/ul>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-lastupdate\">\n\t\t\t\t<div class=\"listing-module\"><p><span class=\"item-date\">Updated: 07\/17\/2025<\/span><\/p><\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":20,"featured_media":0,"parent":161,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-357","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/pages\/357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/comments?post=357"}],"version-history":[{"count":2,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/pages\/357\/revisions"}],"predecessor-version":[{"id":3588,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/pages\/357\/revisions\/3588"}],"up":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/pages\/161"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/admin\/wp-json\/wp\/v2\/media?parent=357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}