Wisconsin Retirement System Retirement Benefits Calculator

Name (optional) Guide  to entering your Annual Statement of Benefits data in the calculator

Your birthdate:   (mm/dd/ccyy)

Benefit Effective Date:    (mm/dd/ccyy)
Note: This is the date your benefit is effective for calculation purposes, not the date you will receive your payment. For active members, this is generally the day after your termination date.

If you want Joint and Survivor Annuity Options, enter your named survivor's birthdate: (mm/dd/ccyy)

Is the named survivor specified your spouse? Yes No

If you will be under age 62 at retirement and want Accelerated Payment Options, either:
1) enter your projected age 62 monthly Social Security benefit amount; or
2) leave it blank and complete the three highest years of earnings and related service fields below, and we will use a projected age-62 Social Security benefit amount from our WRS actuary.
$ 

Contact the Social Security Administration for a benefit projection.

For Formula benefits enter the following:

1.    Years of creditable service you expect to have at retirement by employment category:


 

Employment Category	Years of Service

Before 2000

After 1999

General/Teacher/Educational Support OR
Elected Official/Exec. Retirement Plan Participant/Judges (start date after 12/31/2016)				(00.00)
Protective with Social Security				(00.00)
Protective without Social Security				(00.00)
Elected Official/Executive Retirement Plan				(00.00)
		(Before Act 10)	(After Act 10)

2.      Did you terminate employment before 2000?   Yes No

3.     Your three highest years of earnings and related service:
If you worked less than full-time, enter decimal equivalent of a year in related service. See how to calculate part-time service.
	Highest Earnings	Related Service
Year 1:	$
Year 2:	$
Year 3:	$

4.      If you participate in the variable program , enter your total (employer and employee) variable excess/deficiency amount:  $ 

      Excess Deficiency

For Money Purchase benefits, enter your total core and variable money purchase balance projected to your retirement date (include future contributions and interest):

$ 

Optional (complete only if any pertain to your account):

If you have employee additional and/or tax-deferred additional contributions, enter your total employee additional and/or tax-deferred additional contribution account balance projected to your retirement date (include future contributions and interest):

$  

If your employer has made employer additional contributions to your account, enter your total employer additional contribution account balance projected to your retirement date:

$