We’re pleased to be the administrator for ETF. This site includes important information, forms, educational resources and more.
Resources include:
- ETF’s Payroll Transfer Process with Optum Financial
- ETF’s FSA COBRA and Layoff Instructional Guide
- ETF’s HSA Administrative Guide: Customer Identification Program (CIP) for Account Holders
- ETF’s ERA Administrative Guide: Reference Manual for Flexible Spending Accounts
- ETF’s HSA Administrative Guide: Reference Manual for Health Savings Accounts
- Wisconsin Department of Employee Trust Funds Unsubstantiated Claims Recovery Process Overview
- State of Wisconsin Department of Employee Trust Funds Section 125 Cafeteria Plan Document
- Section 125 Cafeteria Summary Plan Description (wi.gov)
- State of Wisconsin Department of Employee Trust Funds Transit and Parking Plan Document
Open enrollment and new hire orientation materials
Employers, share the materials below with your employees during new hire benefit orientation or open enrollment. They'll help employees better understand the benefits for pretax saving accounts and make better decisions regarding the benefits that are right for them.
Guides:
Open Enrollment Brochure — This brochure provides information on pretax saving accounts, contribution limits and enrollment timeline.
HSA Enrollment Brochure — This brochure provides detailed information about health saving accounts, eligible medical expenses, FAQs, investment options, eligibility and tips on how a member can save on taxes by enrolling in the benefit plan.
ERA Enrollment Brochure — This brochure provides detailed information about flexible spending accounts and dependent daycare accounts. It also includes eligible expenses for the benefit account type, FAQs, eligibility, an annual expense estimate worksheet and information to help employees select their benefit options.
Commuter Enrollment Brochure — This brochure provides detailed information about the parking account and transit account. It also covers eligible expenses for the commuter benefits, FAQs, eligibility and educational information about the benefits.
Comparing HSAs and FSAs — This chart provides information on how HSAs and FSAs differ and how each works.
Medicare and HSA Eligibility — This FAQ document is designed to assist employees who are considering enrolling in Medicare and how that may affect their HSA benefit. Employees looking to retire may also benefit from reviewing this document.
Forms:
- Employee Reimbursement Accounts Enrollment Form — Health Care Flexible Spending Accounts, Dependent Day Care Account and Commuter Benefits Program
- Health Savings Account Active Employee Enrollment Form
- Health Savings Account Retiree Enrollment Form
- ETF Enrollment Terms for Health Savings Accounts
- ETF Enrollment Terms for Employee Reimbursement Accounts
- Late Enrollment Request Form
- Election Change Request Form
Documents include:
- Unsubstantiated Claims
- End of Year Snapshot email - 12/14/23
- Claims deadline email - 3/6/24
- Unused 2023 funds email – 4/30/24
- Substantiation Communication - 9/12/23
- Open Enrollment (Sept-Oct 2023)
Employee education resources
See below for even more resources that will help your employees get up to speed and maximize their accounts throughout the year. Simply choose which resources are best for your employees and incorporate them into your communication channels.
Videos:
Enrollment brochures:
- Health Savings Account Enrollment Brochure
- Employee Reimbursement Account Enrollment Brochure
- Commuter Account Enrollment Brochure
Enrollment information:
- Employee Reimbursement Accounts Enrollment Form — Health Care Flexible Spending Accounts, Dependent Day Care Account, and Commuter Benefits Program
- Health Savings Account Active Employee Enrollment Form
- Health Savings Account Retiree Enrollment Form
- ETF Enrollment Terms for Health Savings Accounts
- ETF Enrollment Terms for Employee Reimbursement Accounts
- Late Enrollment Request Form
- Rescind Request for Pre-Tax Benefit Accounts
- ETF Change of Election Form
Access employee forms and resources here.