In the section below applications, forms, and resources for each benefit plan can be accessed.
Submit completed applications to your institution benefits contact.
Benefits - By Plan
- Benefits Mentor (an interactive virtual benefits counselor)
- Glossary of Health Coverage and Medical Terms
- Guide to Office Visit Copays
- Health Benefits Decision Guide
- Health Plan Search
- How to Get Care When You Need It eLearning (ETF)
- Patient Rights and Responsibilities
- Plan Design Options eLearning (ETF)
- Preventive Health Services
- State & Federal Notifications
- Summary of Benefits & Coverage
- Terms and Conditions
- Affordable Care Act (ACA)
- Health Insurance Marketplace Notice
Certificate of Coverage
- State Group Health Insurance: Department of Employee Trust Funds | (877) 533-5020
- Pharmacy Benefits: Navitus Health Solutions | (866) 333-2757
- Uniform Dental Benefits: Delta Dental of Wisconsin | (844) 337-8383
- Well Wisconsin Program: WebMD | (800) 821-6591
last updated: 6/30/2023
- State Group Life Insurance Application/Cancellation/Refusal (ET-2304)
- State Group Life Insurance Certificate of Coverage (ET-2101)
- State Group Life Insurance Living Benefits Brochure (ET-2327)
- State Group Life Insurance Medical Evidence of Insurability Form (ET-2305)
- Conversion Form: Contact UW-Shared Services, Service Operations at email@example.com or (888) 298-0141 (7:45-4:30 p.m. Monday-Friday) to obtain a conversion form.
- Continuation Form: Contact your institution benefits contact if you need a continuation form (continuation at retirement is automatic).
- (Policy number is GTU8364005)
- Continuation and Conversion Forms: Contact UW-Shared Services, Service Operations at firstname.lastname@example.org or (888) 298-0141 (7:45-4:30 p.m. Monday-Friday) to obtain a continuation or conversion form.
Flexible Spending Accounts (FSAs)
- Automatic Premium Conversion Waiver (ET-2340)
- IRS Publication 502: Medical and Dental Expenses
- Healthcare FSA Unsubstantiated Claims Process web page
Health Savings Accounts (HSAs)
An HSA is available to individuals enrolled in a High Deductible Health Plan (HDHP) through the UW System; it is a required component of the HDHP.
- IRS Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans
- Automatic Premium Conversion Waiver (ET-2340)
- Optum | (833) 881-8158
- WRS Fact Sheet (ET-8901)
- Benefit Handbook (ET-2119)
- Variable Trust Fund Brochure (ET-4930)
- Election to Participate in the Variable Fund (ET-2356)
- Canceling Variable Participation (ET-2313)
- Additional Contributions Brochure (ET-2123)
- Maximum Additional Contribution Worksheet (ET-2566)
- Buying Creditable Services Brochure (ET-4121)
- Buying Other Governmental Service Brochure (ET-2207)
- Separation Benefits Brochure (ET-3101)
- WRS Guide to Retirement Brochure (ET-4133)
- Choosing an Annuity Option Brochure (ET-4117)
- Applying for Your Retirement Benefit Brochure (ET-4106)
- Calculating Your Retirement Benefits Brochure (ET-4107)
- ETF Retirement Estimate Request
- Retirement Estimate Request (ET-4207)
- Tax Liability on WRS Benefits (ET-4125)
- How Divorce Can Affect Your WRS Benefits Brochure (ET-4925)
- Disability Retirement Benefits Brochure (ET-5107)
- Duty Disability and Survivor Benefits Brochure (ET-5103)
- Death Benefits Brochure (ET-6101)
- Military Service and Your WRS Benefits
EZ Enrollment Form
Salary Reduction Agreement
WDC accounts can be managed online or over the phone.
The following can be found on the WDC website without logging in:
- WDC Program Highlights
- WDC Investment Planning Guide
- WDC Investment Performance
- WDC Retirement Guide
- WDC Plan and Trust Document
After you log into your WDC account, you may:
- Submit or change your beneficiary
- Enroll in the Special Catch-up provision
- Consolidate accounts
- Update your account information, such as address, username, and password
You may also call WDC for the forms. WDC representatives are available Monday-Friday between 7 a.m. and 9 p.m., and Saturdays between 8 a.m. and 4 p.m. at (877) 457-9327. Press 0 and follow the prompts to speak to a representative. For local assistance in Madison, answer ‘yes’ to the prompts Monday through Friday between 8 a.m. and 4:30 p.m. Employees may also contact the WDC at email@example.com.
If you would like to apply for the Public Service Loan Forgiveness Program, print and complete Sections 1 and 2 of the Public Service Loan Forgiveness Certification and Application. Submit the form along with the Public Service Loan Forgiveness Employer Verification Request to UW-Shared Services, Service Operations. Completed forms may be faxed to (608) 890-2327 or mailed to UW-Shared Services, Service Operations, 660 W. Washington Ave, Suite 201, Madison, WI 53703 (do not email forms).
- – Complete and submit this form to your institution to request W/FMLA-protected leave. If you request a WFMLA leave to care for a domestic partner or a domestic partner’s parent, you must complete this form to certify the domestic partnership for WFMLA purposes.
- – Your health care provider must complete this form to certify your serious health condition if you take a concurrent FMLA and WFMLA leave. If you take a WFMLA leave only, use the WFMLA Certification form (UWS 82a) to certify your own serious health condition.
- – If you take a WFMLA leave only, use this form to certify your own serious health condition.
- – Your family member’s health care provider must complete this form to certify their serious health condition if you take a concurrent FMLA and WFMLA leave. If you take a WFMLA leave only, use the WFMLA Certification form (UWS 83a) to certify your family member’s serious health condition.
- – If you take a WFMLA leave only, use this form to certify your family member’s serious health condition.
- – Complete and submit this form to your institution to certify an exigency was created because a family member is on covered active military duty or has been notified of an impending call or order to active duty to a foreign country or international waters. The family member may be in either the regular or reserve component of the Armed Forces.
- – Complete and submit this form to your institution to request FMLA-protected leave to care for a current military service member, who is a family member or next of kin, who is seriously ill or injured due to military service.
- – Complete and submit this form to your institution to request FMLA-protected leave to care for a veteran, who is a family member or next of kin, who is seriously ill or injured due to military service.
- FMLA Guide for Employees
- FMLA Poster
- WFMLA Poster
Below are common payroll forms. Complete these forms through the MyUW portal or via paper. If completed via paper submit them to your human resources office at your institution.
- Direct Deposit
- Employee Self-Identification and W-4 Withholding Forms
- New Employees (paper forms):
- Current employees (use the MyUW portal):
For additional payroll information review the Payroll web page.
Remember to review and update your beneficiary designations when you have a life event to make sure that your benefits are paid according to your wishes. Benefit plans that have beneficiary designations include life insurance plans, retirement plans and the health savings account.
Every effort has been made to ensure this information is current and correct. Information on this page does not guarantee enrollment, benefits and/or the ability to make changes to your benefits.