Resources

Retirement forms and brochures

Your one-stop spot for access to 403(b) and IRA forms and informational brochures.

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403(b) forms

403(b) brochures

IRA forms

IRA brochures

403(b) forms

View or print PDF documents to manage your 403(b).

NOTE: If your district has an agreement with a third-party administrator (TPA) to administer their 403(b) program, you are required to complete additional forms from the TPA to process most transactions including withdrawals, changing vendors, name and address changes, beneficiary changes, and contribution changes. Please contact the TPA or your payroll office for the additional forms.

403(b) withdrawals: Call 1-800-279-4030

Please contact our office regarding 403(b) withdrawals.

Special Tax Notice Regarding 403(b) (TSA) Distributions

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403(b) brochures

View, print, or share web page or PDF brochures on 403(b) topics and information.

403(b) account maintenance

Choosing Beneficiaries for Your Retirement Account

How to Access yourMONEY

Privacy Notice

403(b) contributions

Post-Employment 403(b) Contributions

403(b) enrollment

Important 403(b) Account Information

To Roth or Not to Roth in Your 403(b)

Valuable Information Portfolio

Automatic Enrollment in 403(b) Plans

403(b) investment

Fund Performance Report

Investment Spectrum

403(b) withdrawals

403(b) Withdrawal Options

Required Minimum Distributions

403(b) Beneficiary Information

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IRA forms

View or print PDF documents to manage your IRA.

IRA account maintenance

Address/Name Change(s)

Beneficiary Information Change(s)

Telephone Access Authorization

IRA contributions

IRA Contribution Form

SmartPlan IRA Authorization or Modification(s)

Trust Advantage Payroll Deduction IRA Enrollment or Modification(s)

IRA enrollment

IRA Account Application

SmartPlan IRA Authorization or Modification(s)

Trust Advantage Payroll Deduction IRA Enrollment or Modification(s)

Declaration of Domestic Partnership

Indemnification Agreement to Establish an IRA for a Minor

IRA transfer/rollover

Exchange/Transfer/Rollover to IRA

Taxable Conversion to Roth IRA

IRA withdrawals: Call 1-800-279-4030

Please contact our office regarding IRA withdrawals.

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IRA brochures

View, print, or share web page or PDF brochures on IRA topics and information.

IRA account maintenance

How to Access yourMONEY

Choosing Beneficiaries for Your Retirement Account

SmartPlan IRA

Privacy Notice

IRA enrollment

Traditional Individual Retirement Trust Account Agreement Traditional Individual Retirement Trust Account Agreement

Roth Individual Retirement Trust Account Agreement

To Roth or Not to Roth in Your IRA

Important IRA Account Information

IRA investment

Fund Performance Report

Investment Spectrum

IRA withdrawals

Roth IRA Withdrawal Options

Traditional IRA Withdrawal Options

IRA Beneficiary Information

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Created by educators

WEA Member Benefits

Over 45 years ago, we were created by Wisconsin educators for Wisconsin educators. No other financial organization can say this. Explore our unique programs and services.

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Retirement

array(8) { [0]=> array(5) { ["file"]=> string(28) "robisch_monotone-150x182.jpg" ["width"]=> int(150) ["height"]=> int(182) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-150x182.jpg" } [1]=> array(5) { ["file"]=> string(28) "robisch_monotone-300x365.jpg" ["width"]=> int(300) ["height"]=> int(365) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-300x365.jpg" } [2]=> array(5) { ["file"]=> string(28) "robisch_monotone-480x584.jpg" ["width"]=> int(480) ["height"]=> int(584) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-480x584.jpg" } [3]=> array(5) { ["file"]=> string(28) "robisch_monotone-768x934.jpg" ["width"]=> int(768) ["height"]=> int(934) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-768x934.jpg" } [4]=> array(5) { ["file"]=> string(29) "robisch_monotone-842x1024.jpg" ["width"]=> int(842) ["height"]=> int(1024) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-842x1024.jpg" } [5]=> array(5) { ["file"]=> string(30) "robisch_monotone-1280x1557.jpg" ["width"]=> int(1280) ["height"]=> int(1557) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(81) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-1280x1557.jpg" } [6]=> array(5) { ["file"]=> string(30) "robisch_monotone-1366x1661.jpg" ["width"]=> int(1366) ["height"]=> int(1661) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(81) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-1366x1661.jpg" } [7]=> array(3) { ["width"]=> int(1692) ["height"]=> int(2058) ["url"]=> string(71) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone.jpg" } } ===========array(8) { [0]=> array(10) { ["media_query"]=> int(0) ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-150x182.jpg" ["width"]=> int(150) ["next_break"]=> int(150) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> int(0) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [1]=> array(10) { ["media_query"]=> int(150) ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-300x365.jpg" ["width"]=> int(300) ["next_break"]=> int(300) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(150) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [2]=> array(10) { ["media_query"]=> int(300) ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-480x584.jpg" ["width"]=> int(480) ["next_break"]=> int(480) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(300) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [3]=> array(10) { ["media_query"]=> int(480) ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-768x934.jpg" ["width"]=> int(768) ["next_break"]=> int(768) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(480) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [4]=> array(10) { ["media_query"]=> int(768) ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-842x1024.jpg" ["width"]=> int(842) ["next_break"]=> int(842) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(768) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [5]=> array(10) { ["media_query"]=> int(842) ["url"]=> string(81) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-1280x1557.jpg" ["width"]=> int(1280) ["next_break"]=> int(1280) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(842) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [6]=> array(10) { ["media_query"]=> int(1280) ["url"]=> string(81) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone-1366x1661.jpg" ["width"]=> int(1366) ["next_break"]=> int(1366) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1280) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [7]=> array(10) { ["media_query"]=> int(1366) ["url"]=> string(71) "https://weabenefits.com/wp-content/uploads/2018/12/robisch_monotone.jpg" ["width"]=> int(1692) ["next_break"]=> int(1692) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1366) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } }

Insurance

array(8) { [0]=> array(5) { ["file"]=> string(27) "deberg_monotone-150x182.jpg" ["width"]=> int(150) ["height"]=> int(182) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-150x182.jpg" } [1]=> array(5) { ["file"]=> string(27) "deberg_monotone-300x365.jpg" ["width"]=> int(300) ["height"]=> int(365) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-300x365.jpg" } [2]=> array(5) { ["file"]=> string(27) "deberg_monotone-480x584.jpg" ["width"]=> int(480) ["height"]=> int(584) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-480x584.jpg" } [3]=> array(5) { ["file"]=> string(27) "deberg_monotone-768x934.jpg" ["width"]=> int(768) ["height"]=> int(934) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-768x934.jpg" } [4]=> array(5) { ["file"]=> string(28) "deberg_monotone-842x1024.jpg" ["width"]=> int(842) ["height"]=> int(1024) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-842x1024.jpg" } [5]=> array(5) { ["file"]=> string(29) "deberg_monotone-1280x1557.jpg" ["width"]=> int(1280) ["height"]=> int(1557) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-1280x1557.jpg" } [6]=> array(5) { ["file"]=> string(29) "deberg_monotone-1366x1661.jpg" ["width"]=> int(1366) ["height"]=> int(1661) ["mime-type"]=> string(10) "image/jpeg" ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-1366x1661.jpg" } [7]=> array(3) { ["width"]=> int(1692) ["height"]=> int(2058) ["url"]=> string(70) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone.jpg" } } ===========array(8) { [0]=> array(10) { ["media_query"]=> int(0) ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-150x182.jpg" ["width"]=> int(150) ["next_break"]=> int(150) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> int(0) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [1]=> array(10) { ["media_query"]=> int(150) ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-300x365.jpg" ["width"]=> int(300) ["next_break"]=> int(300) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(150) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [2]=> array(10) { ["media_query"]=> int(300) ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-480x584.jpg" ["width"]=> int(480) ["next_break"]=> int(480) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(300) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [3]=> array(10) { ["media_query"]=> int(480) ["url"]=> string(78) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-768x934.jpg" ["width"]=> int(768) ["next_break"]=> int(768) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(480) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [4]=> array(10) { ["media_query"]=> int(768) ["url"]=> string(79) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-842x1024.jpg" ["width"]=> int(842) ["next_break"]=> int(842) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(768) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [5]=> array(10) { ["media_query"]=> int(842) ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-1280x1557.jpg" ["width"]=> int(1280) ["next_break"]=> int(1280) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(842) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [6]=> array(10) { ["media_query"]=> int(1280) ["url"]=> string(80) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-1366x1661.jpg" ["width"]=> int(1366) ["next_break"]=> int(1366) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1280) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [7]=> array(10) { ["media_query"]=> int(1366) ["url"]=> string(70) "https://weabenefits.com/wp-content/uploads/2019/07/deberg_monotone.jpg" ["width"]=> int(1692) ["next_break"]=> int(1692) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(1366) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } }

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