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Military Service Credit OLD LAW PROVISIONS If you qualify for credit under USERRA, you Contact the Department (TEACHERS ONLY) would need to complete a USERRA Certification (ET-4560) form and submit it to your employer. of Employee Trust Funds It is also possible to receive credit for: On that form, your employer would include Visit us online at etf.wi.gov 1. Service between September 16, 1940, and deemed hours and earnings related to your June 30, 1966, in the Merchant Marines, military leave of absence and submit that form to Find Wisconsin Retirement System benefits overseas with the American Red Cross, ETF. Your WRS account would then be credited information, forms and publications, or the United Service Organization, if with service related to that absence. With respect benefit calculators, educational offerings, e-mail and other online resources. MILITARY the service was a break in continuous to your retirement contributions, unless there employment as a teacher with Milwaukee were a collective bargaining agreement in place Public Schools. providing that your employer would pay the WRS Call us toll free at 1-877-533-5020 2. Service as an Army instructor or instructor- employee-required contributions on your behalf, SERVICE or 608-266-3285 (local Madison) in-training during World War II or between you would be responsible for making the WRS June 26, 1950, and June 30, 1966, if employee-required contributions. Upon return Benefit specialists are available 7:00 a.m. the service was a break in continuous to employment with your pre-military service to 5:00 p.m. (CST) Monday-Friday employer, you would have the choice to make CREDIT Wisconsin teaching under the STRS. As described earlier, payment is required in up all, some or none of the employee-required Self-Service: order to receive credit. contributions related to your military leave of Order forms and brochures, absence. Your employer would be responsible change your address information USERRA for matching those contributions, and for paying or tax withholding 24 hours a day, 7 days a week. You may also be eligible for additional WRS any accrued interest on both the employee- and credit if you assert your rights under the employer-required contributions. USERRA allows Wisconsin Relay Service federal Uniformed Services Employment for employee-required make-up contributions for hearing and speech impaired: 7-1-1 and Reemployment Rights Act (USERRA). to a contributory defined benefit plan such as To receive credit under USERRA, you must: the WRS to be made beginning with the date 1-800-947-3529 (English), 1-800-833-7813 (Spanish) 1. Have left covered WRS employment to enter of reemployment and ending on the earlier of: military service, and notified your employer (1) three times the period of military service; or (2) five years. USERRA specifies that make-up Write or Return Forms that you were leaving to enter the military; and contributions are only allowed while you are P.O. Box 7931 2. Meet one of the following criteria: employed with your pre-service employer. • If you were in the military for less than Madison, WI 53707-7931 31 days, you must have reported back to In order to preserve any USERRA rights that work with the same WRS employer on the you may have, it is important that you assert next regularly scheduled workday after them as soon as possible upon your return to Visit by Appointment adequate travel and rest time. work with your WRS employer. 7:45 a.m. to 4:30 p.m. • If you were in the military for 31 to 180 days, you must have applied for If you took a separation benefit before returning reemployment with the same WRS to work with your WRS employer and you assert employer within 14 days after completing your USERRA rights, you will be deemed to your military service. have been continuously employed by your WRS • If you were in the military for more than employer throughout your period of military 180 days, you must have applied for service. Therefore, your separation benefit is reemployment with the same WRS considered to have been paid in error and is employer within 90 days after completing considered an overpayment. Your account is your military service; and restored as though you had never taken the separation benefit,and you must repay your 3. Leave the military under honorable separation benefit plus interest. If you have conditions and provide a copy of your military already bought back part or all of your forfeited discharge papers and earnings statement to service, your service purchase payment(s) will your WRS employer. be applied to your overpayment. ET-4122 (REV 8/2014) ELIGIBILITY REQUIREMENTS We recommend that you submit a copy of your period that has not been purchased) under In addition to prorating military service to your discharge papers even if it appears likely that the WRS. You can receive one year of military employment categories, when you worked You may be eligible to receive Wisconsin your benefit will be higher under the money service credit for each five years of creditable under the WRS will also affect how your military Retirement System (WRS) creditable service purchase calculation based on your total service, up to a maximum of four years. service credit is applied for formula benefit for part or all of your active U.S. military account balance. Refer to the Calculating purposes. The formula multiplier differs by service. This service may increase your WRS You may be able to buy creditable service Your Retirement Benefits booklet (ET-4107) employment category and also by when the benefits for calculations in which years of for a qualifying period, certain uncredited for details about formula and money purchase years of WRS employment were performed. creditable service are used, such as formula teaching service, or service you forfeited by benefit calculations. If you were actively employed under the WRS retirement, WRS disability and certain death taking a separation benefit. This may increase after 1999, higher formula multipliers apply to benefits. Note: Military service will not be shown on your your military service credit. Refer to Buying annual Statement of Benefits unless it was a Creditable Service (ET-4121), which describes your service performed before 2000. However, To receive military service credit under Wisconsin break in continuous covered WRS employment the types of creditable service that can be if you terminated all WRS employment before law, you must provide a photocopy of your military or under USERRA (see those sections). purchased. January 1, 2000, lower formula multipliers apply service discharge papers (such as DD-214 or to all of your creditable service. Please refer equivalent). They must show your date of entry, You can get a copy of your military discharge To be eligible for military service credit under to the Calculating Your Retirement Benefits period(s) of active duty service and your date of papers (DD-214 or equivalent) from: these provisions, you must not be using the brochure (ET-4107) for more information. discharge from active duty under the functional • The National Archives at military service to establish the amount of, or The formula multipliers for pre-2000 service control of the U.S. armed forces. Your discharge http://www.archives.gov/ entitlement to, a federal non-disability retirement apply to the years of creditable military service cannot be dishonorable. You may be eligible for benefit other than Social Security or reserve • Your County Veterans Service Officer. based solely on your years of WRS service credit for service aboard an oceangoing vessel in military retirement. You will be required to sign • The Wisconsin Department of Veterans performed before 2000. The post-1999 formula the U.S. Maritime Service, including the Merchant an affidavit to this effect after you submit your Affairs Records Section at: multipliers apply to any additional military service Marines, from December 7, 1941, to August retirement or WRS disability application. This credited based on your years of WRS service 15, 1945. Active duty for training purposes affidavit requirement is waived if: P.O. Box 7843, Madison, WI 53707, performed after 1999. Pre-2000 service forfeited (ACDUTRA) in the military reserves and the (608) 266-1311, 1-800-947-8387, or • You had 20 years of non-teaching creditable after 1999 that you purchase is credited as National Guard is not creditable under the WRS. http://dva.state.wi.us/Ben-Medals.asp service before 1982. service after 1999. Generally, there are three ways in which someone OR may receive WRS military service credit: GRANTING MILITARY • You left Wisconsin teaching to enter military BREAK IN CONTINUOUS 1. Credit for military service prior to 1974. SERVICE CREDIT service during World War II or between June COVERED EMPLOYMENT 26, 1950 and June 30, 1966 and returned 2. Credit for military service that was a break in 4 If you terminated covered WRS employment You are eligible for military service credit if you to Wisconsin teaching upon honorable continuous WRS-covered employment. on or after January 1, 1982, but before March left covered employment to enter military service discharge. You must also have contributed 3. Credit under the federal Uniformed Services 9, 1984, you will be granted credit for active and returned to the same employer within 180 to the State Teachers Retirement System Employment and Reemployment Rights military service performed before 1974. You days after being discharged. Military service may (STRS) after August 4, 1951. You will be (USERRA) law. must have at least 20 years of creditable also be used toward a federal benefit if you meet required to pay the member’s deposits (based service (excluding any previously granted these requirements.
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