Preparing for Retirement

  1. Attend Trainings

    Throughout City employment.

    Organizational Development provides training preparing employees for retirement.

    HR Course: Course By Category

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

  2. Set Retirement Date

    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.

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

  3. Get Benefits Estimate

    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.

  4. Schedule Exit Interview

    Three to four months before retirement date.

    Contact City HR's Benefits Analyst to schedule your retirement exit interview.

  5. Submit ETF Application

    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.

  6. Attend Exit Interview

    45 to 90 days before retirement date.

    Meet with the HR Benefits Analyst 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 Analyst may inform your Department/Division head of your impending retirement.