Forms & Resources

Benefit applications, forms, and resources for each benefit plan can be accessed below.

Submit completed applications to your benefits contact.

The UW Employees, Inc. Board has decided to terminate the UW Employees, Inc. Life Insurance Plan effective January 1, 2025. Employees enrolled in the plan as of December 31, 2023 will be provided coverage through December 31, 2024. Group coverage in the UW Employees, Inc. Life Insurance plan will end January 1, 2025.

WDC accounts can be managed online, over the phone, or with a local WDC Retirement Plan Advisor.

    • After logging into your WDC account, you may:
      • Update your contribution election
      • Submit or change your beneficiary
      • Consolidate accounts
      • Aggregate your outside accounts to obtain your net worth and review your holistic financial picture
      • Get help budgeting and/or information about emergency savings
      • Review your probability of retiring when you want to
      • Update your account information, such as address, username, and password
  • By Phone:
    • WDC representatives are available Monday through Friday between 7 am and 9 pm, and Saturday between 8 am and 4:30 pm 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 am and 4:30 pm.
  • With a Retirement Plan Advisor:
    • Schedule a virtual or in-person meeting with a WDC Retirement Plan Advisor. Go to then Schedule a Meeting in the bottom left-hand corner.
  •  Email:

Visit the Edvest website for forms.

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).

    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.

    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.

    Beneficiary Information web page

    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.

    Updated: 04/10/2024