Preparing for Retirement

Throughout City employment.

Organizational Development provides training preparing employees for retirement.

ETF also has a member education portal to provide information about WRS benefits.

Six to twelve months before retirement date.

Contact City of Madison Human Resources if you have questions about how your retirement date will affect your benefits and other things to consider when choosing your retirement date.

benefits@cityofmadison.com

Phone: (608) 266-4615
Request to speak with the Benefits Manager.

Six to twelve months before retirement date.

Request your Wisconsin Retirement System (WRS) Benefit Estimate from ETF, which will also include your WRS retirement application.

Three to four months before retirement date.

Contact the HR Benefits team at benefits@cityofmadison.com to share your intended last day at work. The Benefits Manager will work with you to schedule a retirement meeting/exit interview.

45 to 90 days before retirement date.

Submit your WRS retirement application to ETF. The first annuity payment may be delayed if you do not provide sufficient notice to ETF.

45 to 90 days before retirement date.

Meet with the HR Benefits Supervisor to complete City retirement forms. This meeting will cover:

• Benefits during retirement.
• Retirement date and its effect on benefits.
• Payment and conversion of vacation, holidays and sick leave.
• Mention of notice to department.

Be advised that upon receiving written notification of your retirement date, the Benefits Supervisor may inform your Department/Division head of your impending retirement.