Employee Trust Funds (ETF)
Contact Employee Trust Funds (ETF) to apply for your retirement benefit up to a year prior to your anticipated retirement date. Please keep in mind that it may take several months for ETF to process your separation benefit. You may also want to refer to ETF’s Retirement FAQ. ETF offers both individual and small group retirement planning sessions by appointment.
For specific information, contact Employee Trust Funds at (608) 266-3285 or toll free at (877) 533-5020.
If, after speaking with ETF, you have unanswered questions, please contact the HR Service Center at (608) 263-6500.
Outside UW Health
The following are some resources to help you plan your retirement:
The Retirement Association provides great resources, seminars and programs to all retired and current employees from UW Health and many other Madison-area groups. By joining the Retirement Association, you will have the opportunity to stay connected to the university and take advantage of great programs available. A monthly newsletter is available to members, which highlights activities of the Association, as well as local learning opportunities, cultural events and topics of interest. If you have any questions regarding the Association, contact email@example.com or call (608) 262-0641.
The Social Security Administration offers many online resources to help you determine the implications of your retirement. On the site, you can:
- Calculate your retirement benefits using different retirement scenarios
- Find out how certain types of earnings and pensions can affect your retirement benefits
- See if your spouse and children will be eligible for Social Security benefits on your record
- Discover your options if you are close to retirement age
Contact Medicare to determine your eligibility for coverage. The Social Security Administration also offers online information on Retirement and Medicare.
If you have a tax advisor, you may want to consult with that person to determine the tax implications of your retirement.