Employee and Employer/Administrator Payroll and Benefits Forms
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Please consult your Payroll and Benefits Office if you have benefit eligibility questions or need assistance with any of the forms or publications found on this page. For benefit questions please contact benefits@ohr.wisc.edu
Note: Use Adobe Reader to open and complete PDF forms.
New Employee Forms
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New Employees Page
Employee Forms
Direct Deposit | Submit to the Office of Human Resources, 21 N Park St. Suite 5101, Fax: (608) 262-8436
Direct Deposit AuthorizationW-4 Form Packet | Includes W-4 Employee's Withholding Allowance Certificate and Employee Self-Identification (Ethnicity and Heritage, Disability, and Veterans Survey)
- W-4 Form Packet
- W-4 Form Packet—Spanish/Español, UW1389-W4
- W-4 Form Packet—Hmong/Hmoob, UW1389-W4
- W-4 Form Packet—Tibetan/ བོད་པ།, UW1389-W4
I-9 Employment Eligibility Verification
Your hiring department will email you a link to the electronic I-9 system and login instructions. Section 1 of the electronic I-9 form must be completed on or before the first day of your appointment. The electronic I-9 system will provide the lists of acceptable documents and detailed instructions on how to complete the form. The required documents must be presented in person to your hiring department within three days of your appointment start date.
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Employer/Administrator Forms
New Employee Checklist
State Group Health Insurance
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State Group Health Plan Page
Publications
Decision Guide 2013 Corrections/Updates
Reference Guide 2013 Corrections/Updates
Employee Forms
Application | Submit to your Payroll & Benefits Office.
- Health Insurance Application/Change Form, ET-2301
- Add a Domestic Partner (same or opposite sex) and his/her Eligible Dependent
- Tax Considerations: Imputed Income and Health Insurance Benefits
Affidavit for Non-citizen Insurance | Submit to your Payroll & Benefits Office
- Affidavit for Insurance Purposes, UWS 93
Complete this form if you are unable to provide a Social Security Number for a non-citizen spouse or non-citizen eligible dependent. Submit the Affidavit with your application.
Authorization to Disclose Medical Information
Authorization to Disclose Medical Information, ET-7414Health Insurance During Military Leave
Health Insurance Election For Military Service Personnel, ET-2350Dependent Tax Status Change
Dependent Tax Status Change Form, UW1541Complaint Form
Employee Trust Funds Complaint, ET-2405 -
Employer/Administrator Forms
Continuation Application
Tier 2 Eligibility
Eligibility for Standard Plan Tier 2 Premiums, UW1106Domestic Partnership Processing Checklist
Domestic Partnership Processing Checklist
EPIC Benefits+
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EPIC Benefits+ Plan Page
Publications
Certificate of Coverage
2013 Dental Plan Comparison Chart
Employee Forms
Application | Submit to your Payroll & Benefits Office
Benefits+ Enrollment FormAffidavit for Insurance Purposes | Submit to your Payroll & Benefits Office
Affidavit for Insurance Purposes, UWS 93Complete this form if you are unable to provide a Social Security Number for a non-citizen spouse or non-citizen eligible dependent. Submit the Affidavit with your application.
Beneficiary Designation | Submit to EPIC
Beneficiary Designation FormClaims Forms
Hospital Indemnity/Outpatient Surgical Claim Form | Submit to EPIC
Hospital Indemnity/Outpatient Surgical Claim FormLife, AD&D, Living/Accelerated Benefit Claim Form | Submit to EPIC
Life, AD&D, Living/Accelerated Benefit Claim FormDavis Vision Claim Form | Submit to Davis Vision
Davis Vision Claim Form
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Employer/Administrator Forms
Continuation Form
EPIC Benefits+ Continuation Form, E11472
Dental Wisconsin Insurance
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Dental Wisconsin Plan Page
Publications
Certificate of Coverage
2013 Dental Plan Comparison Chart
Employee Forms
Application | Submit to your Payroll & Benefits Office
Dental Wisconsin Enrollment Form -
Employer/Administrator Forms
Continuation Form
Dental Wisconsin Continuation Form, E13000
VSP Vision Insurance
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VSP Vision Insurance Plan Page
Publications
Employee Forms
Application | Submit to your Payroll & Benefits Office
Vision Plan Application, UWS66 -
Employer/Administrator Forms
Continuation Form
Election of Continued Vision Coverage, UWS-67
Employee Reimbursement Accounts Program (ERA)
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Employee Reimbursement Accounts Program Page
Publications
Employee Forms
Application | Submit to your Payroll & Benefits Office
- ERA Enrollment Form, FBWW/WIS
This form should be used by employees enrolling during the Annual Benefit Enrollment Period or new employees whose participation will begin on or after January 1, 2013.
Change In Status | Submit to Fringe Benefits Management Company
Reimbursement | Submit to WageWorks
Premium Conversion Waiver
Automatic Premium Conversion Waiver/Revocation Of Waiver - ERA Enrollment Form, FBWW/WIS
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Employer/Administrator Forms
Continuation Form
Medical Expense Account Continuation Election Form, ET-1518Medical Expense Account after termination
If you terminate employment or cease to be an eligible employee prior to the end of the plan year and do not arrange to continue your coverage, your coverage ends at the end of the month in which your last ERA payroll deduction was taken. Expenses for services provided to you after this date are not reimbursable.Dependent Care Account after termination
If you terminate employment or cease to be an eligible employee prior to the end of the plan year, you cannot continue dependent care contributions. You can continue to request reimbursement for eligible expenses from your Dependent Care Account until you exhaust your account balance or March 15, whichever comes first, even if you have not contributed the full annual amount for which you enrolled. Valid expenses are those that are incurred for the care of a qualified dependent so that you (and your spouse) can work, look for work, or attend school full-time.
Income Continuation Insurance (ICI)
Publications
Employee Forms
Application | Submit to your Payroll & Benefits Office
Income Continuation Insurance Application, ET-2307Evidence of Insurability | Submit to ETF
Evidence of Insurability, ET-2308If you do not enroll for ICI coverage when you are first eligible, you can enroll only by completing an Evidence of Insurability application.
Sick Leave Usage | Submit to the Office of Human Resources, 21 N. Park St., Suite 5101
Sick Leave Usage Election at Time of Claim, UW1456Complete this form only if you are applying for a WRS Disability annuity, an LTDI benefit, or a § 40.65 Duty Disability benefit from the Department of Employee Trust Funds at the same time that you are applying for Income Continuation Insurance benefits.
State Group Life Insurance
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State Group Life Plan Page
Publications
Group Life Insurance After You Terminate EmploymentEmployee Forms
Application | Submit to your Payroll & Benefits Office
- Life Insurance Application / Cancellation / Refusal, ET-2304
- How to Enroll a Domestic Partner and his/her Eligible Dependent
Evidence of Insurability | Submit to Minnesota Life Insurance
Evidence of Insurability, ET-2305If you do not enroll during your initial enrollment period, you may apply for coverage using this form.
Beneficiary Designation | Submit to ETF
Beneficiary Designation, ET-2320Conversion | Submit to Minnesota Life Insurance
Conversion of Group Life Insurance Enrollment, ET-2306Notice of Death
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Employer/Administrator Forms
Continuation Application
Wisconsin Public Employers’ Group Life Insurance Program Continuation Application, ET-2154Premium Waiver Request
Request for Disability Premium Waiver, ET-5306
Individual and Family Group Life Insurance
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Individual and Family Group Life Plan Page
Publications
Employee Forms
Application | Submit to your Payroll & Benefits Office
Application / Cancellation / Change Request, UWS 1301Evidence of Insurability | Submit to Minnesota Life Insurance
Evidence of Insurability, 03-30538If you do not enroll for coverage when you are first eligible or would like to increase your coverage beyond the annual increase option amount, you can apply by completing an Evidence of Insurability application.
Conversion Application | Submit to Minnesota Life Insurance
Conversion of Group Life Insurance Enrollment, 03-30573Beneficiary Designation | Submit to UW System Administration
Beneficiary Designation, UWS 1305Transfer of Ownership | Submit to Minnesota Life Insurance
Transfer of Ownership, F66318-2 -
Employer/Administrator Forms
Request for Disability Premium Waiver
Request to Initiate Disability Premium Waiver Claim, UWS-B1225
University Insurance Association Life Insurance (UIA)
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University Insurance Association Life Plan Page
Publications
Employee Forms
Conversion | Submit to Minnesota Life Insurance
Conversion of Group Life Insurance Enrollment, EdF68525Beneficiary Designation | Submit to Minnesota Life Insurance
Beneficiary Designation, F59786Living Benefit | Submit to Minnesota Life Insurance
Notice of Claim for Living Benefit, F45067Transfer of Ownership | Submit to Minnesota Life Insurance
Transfer of Ownership, F66318-2 -
Employer/Administrator Forms
Continuation Application
Continuation Application/Ballot Request, UWS 1206
UW Employees Inc. Life Insurance
Publications
Employee Forms
Application | Submit to your Payroll & Benefits Office
Application for Enrollment or CancellationCoverage is effective on the first of the month after your Payroll & Benefits Office has received your application.
Evidence of Insurability | Submit to Minnesota Life Insurance
Evidence of InsurabilityIf you do not enroll during your initial enrollment period, you may apply for coverage using this form.
Conversion Application | Submit to Minnesota Life Insurance
Conversion ApplicationBeneficiary Designation | Submit to Minnesota Life Insurance
Beneficiary DesignationAccidental Death and Dismemberment Insurance (AD&D)
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Accidental Death and Dismemberment Plan Page
Publications
Zurich Travel Assist BrochureEmployee Forms
Application | Submit to your Payroll & Benefits Office
Accidental Death and Dismemberment Insurance Application, UWS-1245Beneficiary Designation | Submit to your Payroll & Benefits Office
Beneficiary Designation, UWS-1247Conversion
Conversion Privilege Bulletin, UWS-1250 -
Employer/Administrator Forms
Continuation Application
Continuation Application, UWS 1249
Wisconsin Retirement System (WRS)
Publications
Military Service Credit
Group Life Insurance After You Terminate Employment
Employee Forms
Uniformed Services Employment and Reemployment Rights Act (USERRA) Certification Form
USERRA Certification Form, ET-4560Affidavit of Employment with a WRS Participating Employer Prior to July 1, 2011
Affidavit of Employment with a Wisconsin Retirement System (WRS) Participating Employer Prior to July 1, 2011Long-Term Disability Claim
Claim Filing Instructions for the Income Continuation Insurance (ICI) and Long-Term Disability Insurance (LTDI) Plans, ET-5106Sick Leave Election
Sick Leave Election, UW1456Additional Contribution Election
- Voluntary Additional Retirement Contribution Election, UW1069
- Maximum Additional Contributions Worksheet, ET-2566
Beneficiary Designation
Beneficiary Designation, ET-2320Benefit Information Request/Estimate
Benefit Information Request, ET-7301Qualified Domestic Relations Order
Order to Divide Wisconsin Retirement System Benefits, ET-4926Income Tax Withholding for Retirees
Income Tax Withholding Election, ET-4310Rehired Annuitant Election
Rehired Annuitant Election, ET-2319Election to Cancel Variable Participation
Canceling Variable Participation, ET-2313Election to Participate in the Variable Trust Fund
Election to Participate in the Variable Trust Fund, ET-2356Your Variable Trust Fund participation will become effective on the January 1 after the date your election is received. If you are a new WRS participant and ETF receives your Variable Trust Fund election form within 30 days after the date your WRS-covered employment begins, your election becomes effective immediately on the date your employment began.
Authorization to Disclose Non-Medical Information
Authorization to Disclose Non-Medical Individual Personal Information, ET-7406Limited Power-of-Attorney for Appeal
Limited Power-of-Attorney For Appeal, ET-4944Tax Sheltered Annuity 403(b) Program (TSA)
Publications
Employee Forms
Salary Reduction Agreement
Salary Reduction Agreement, UWS-31Beneficiary Designation
See appropriate vendorWisconsin Deferred Compensation (WDC)
Publications
Employee Forms
Submit all forms to:
Wisconsin Deferred Compensation
5325 Wall Street, Suite 2755
Madison, WI 53718
Enrollment
If you have any questions, feel free to contact the WDC office directly at wdcprogram@gwrs.com or (877) 457-9327, option 2.
Catch-Up Contribution Application
Governmental 457(b) Application for Catch-UpBeneficiary Designation
Beneficiary DesignationIncoming Rollover/Transfer
Incoming Transfer/Direct RolloverPersonal Information Change Request
Personal Information Change RequestEdVest
Publications
Publications
Employee Forms
Submit all forms to:
EdVest College Savings Plan
P.O. Box 55189
Boston, MA 02205-5189
Enrollment
- EdVest Account Application, Individual Account
- EdVest Account Application, Custodial Account
- EdVest Account Application, Entity Account
Note: No payroll deduction can be taken for EdVest.
Additional Investments
Additional Contribution FormBeneficiary Designation
Change of Plan Owner/Beneficiary FormHome Address, Bank, Contribution Change
Account Information Change FormRollover
Incoming Rollover FormAdditional forms can be found on the EdVest forms page.
Leave Benefits
Employee Forms
Building Trades Employee Vacation Option
Vacation Option Election—Wisconsin Building Trades Employees, UW1162Catastrophic Leave, Classified
- Donor Authorization For Catastrophic Leave, OSER-DCLR-14
- Application For Catastrophic Leave, OSER-DCLR-12
Catastrophic Leave, Unclassified
Health Insurance During Military Leave
Health Insurance Election For Military Service Personnel, ET-2350Classified Annual Leave Conversion Options | Instructions
Family Medical Leave Certification
Certification For Family or Medical LeaveBone Marrow/Organ Donor
Intent to Donate Bone Marrow or a Human Organ, UW1259Conversion at Layoff Request
Health Insurance Premium Payment at Layoff, UWS40Sick Leave Escrow Application
Sick Leave Escrow Application, ET-4305Restoration of Leave Application
Confidential Request For Restoration of 500 Hours of Sick Leave Under the Supplemental Health Insurance Conversion Credit Program, UW1139Long Term Care Insurance
Pre-Tax Transportation
Employee Forms
Commuter Benefits—Enrollment/Change
Visit the WageWorks website to enroll, change, or delete your election.Commuter Benefits—Request for Reimbursement
Commuter Benefits Pay Me Back Claim Form, WW-COM-0907-PMBParking Enrollment/Change
Permits ApplicationWorker's Compensation
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Worker's Compensation Menu
Employee Forms
Work Injury or Illness Report
- Employee's Work Injury or Illness Report, OSLP-1
- Employee's Work Injury or Illness Report—Spanish/Español, OSLP-1
- Employee's Work Injury or Illness Report—Hmong/Hmoob, OSLP-1
- Employee's Work Injury or Illness Report—Tibetan/ བོད་པ།, OSLP-1
Medical Records Release
Voluntary and Informed Consent for Disclosure of Health Care Information, WKC-9488 -
Employer/Administrator Forms
Employer's First Report of Injury or Illness
Employer's First Report of Injury or Disease, WKC-12Supervisor's Accident Analysis and Prevention Report
Supervisor and Safety Coordinator Investigation Report for Injury or Illness, WKC-SUPWorker's Compensation Timesheet
Worker's Compensation Employee Record of Lost Time, UW1059
Finance
Employer/Administrator Forms
Direct Retro Funding Distribution
Direct Retro Funding DistributionFunding Data Form
Funding Data FormHuman Resources
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Employee Forms
Change a Person
Change a PersonVacation Option Election
Vacation Option Election FormEmergency Contact Form
Emergency Contact FormEmployee Self-Identification Form
Employee Self-Identification Form -
Human Resources Home
Employer/Administrator Forms
Create a Position
Create a PositionHire a Person (with a Position)
Hire a Person (with a Position)Hire a Person (without a Position)
Hire a Person (without a Position)Add a Person | POI Only
Add a PersonChange a Position
Change a PositionJob Change (with a Position)
Job Change (with a Position)Job Change (without a Position)
Job Change (without a Position)Change a Person
Change a PersonTemplate-Based Hire | SH Only
Template-Based HireAdditional Information for Student Help
Additional Information for Student HelpLocation Code Changes
Location Code Changes/RequestsOrganizational Department Changes
Organizational Department Changes/Requests
JEMS
Employer/Administrator Forms
Add New CP/CJ/CL
Add New CP/CJ/CLAdd New ET/SA/OT/$0
Add New ET/SA/OT/$0Add New FA/LI/AS
Add New FA/LI/ASPayroll
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Payroll Menu
Employee Forms
Direct Deposit Authorization
Authorization for Direct Deposit of PayrollCampus/Home Address Change
Employee Campus/Home Address Change Form, UW1035W-4 Form Packet | Includes W-4 Employee's Withholding Allowance Certificate and Employee Self-Identification (Ethnicity and Heritage, Disability, and Veterans Survey)
- W-4 Form Packet
- W-4 Form Packet—Spanish/Español, UW1389-W4
- W-4 Form Packet—Hmong/Hmoob, UW1389-W4
- W-4 Form Packet—Tibetan/ བོད་པ།, UW1389-W4
Authorization for Voluntary Deduction of Union Dues
For additional information about how to authorize union dues deductions from your paycheck and the rules about when you may cancel the deduction, see the Notice to Employees Regarding Process for Voluntary Dues Deductions.
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Payroll Home
Employer/Administrator Forms
Checksheet
Checksheet (Blank), UW1011Payroll Account Stop Payment/Duplicate Check Request
Payroll Account Stop Payment /Duplicate Check Request, UW1267Payroll Check Correction
Payroll Check CorrectionSalary Advance Request
Special Payroll Salary Advance Request, UW1275Missed Payroll Request
Additional Pay Form
Additional Pay Form
Time and Absence
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Employee Forms
Missed Punch Form
Missed Punch FormWork Schedule and Approver
Work Schedule and Approver FormTimesheet Report
Timesheet ReportClassified Annual Leave Conversion Options | Instructions
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Time and Absence Home
Employer/Administrator Forms
Work Schedule and Approver
Work Schedule and Approver Form
Taxes
Publications
Employee Forms
Address Change
Employee Campus/Home Address Change, UW1035Domestic Taxes
- Wisconsin Employee Withholding Agreement, WT-4A (State)
- W-4 Form Packet | Includes W-4 Employee's Withholding Allowance Certificate and Employee Self-Identification (Ethnicity and Heritage, Disability, and Veterans Survey)
- Certificate of Exemption From Wisconsin Withholding Because of the Working Families Tax Credit, WT-4B (State)
- Duplicate W-2 Request
International Taxes
- Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual, IRS-8233
Instructions for filling out this form can be found here.
- Revenue Procedure Statement 87-8, UW1462
- Revenue Procedure Statement 87-9, UW1463
- Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding, W-8BEN (UW1252)
- Request for Taxpayer Identification Number and Certification, W-9
Domestic Partnership
Employee Forms
Affidavit
Termination
General Employer/Administrator Resources
Employer/Administrator Forms
New Employee Packet
New Employee Packet (Order from MDS)New Employee Packets can be ordered from the Materials Distribution Service (MDS).





















































