Benefit Plans for Appointees not covered by the Wisconsin Retirement System

  1. Overview
  2. Eligibility
  3. Essential Forms
  4. Benefit Plans
  5. Additional Resources

Welcome to the University of Wisconsin-Madison!

The information accessible from this page will provide you information about the benefit plans that you are eligible for under your new appointment at the University. You will also find the necessary new appointee forms, tax forms, and information about payroll, benefit eligibility, and other helpful resources.

  • Essential Forms - forms that you must submit at the start of your appointment.
  • Eligibility Requirements - lists appointment titles that may be eligible for benefits.
  • Benefit Plan Information - links to plan descriptions, premiums, and enrollment forms.
  • Additional Resources - links benefit and payroll information sheets and other helpful University resources.

Benefits Seminar & Drop-in Sessions for Graduate Assistants

Consider attending a seminar or session if you need more information. Events are scheduled for August.

Benefit eligibility is determined by appointment title, salary basis (A-Basis is a 12 month appointment, C-Basis is a 9 month appointment), appointment percentage, and appointment duration.

The following appointment titles may be eligible for benefits. Please contact your department Payroll & Benefits Coordinator for details.

Research Assistant, Fellow, Advanced Opportunity Fellow, Scholar, Trainee, Teaching Assistant, Project Assistant, Program Assistant, Graduate Intern, Graduate Trainee, Post Doc Fellow, Post Doc Trainee, Post Graduate Trainee, Intern (non-physician), Research Intern, and Research Associate.

Note: Fellows, Scholars, Graduate Interns/Trainees, and Post-Doctoral Fellows/Trainees are not eligible to enroll in the following programs:

  • Employee Reimbursement Accounts (ERA)
  • Tax Sheltered Annuity 403(b) Program (TSA)
  • Wisconsin Deferred Compensation (WDC)

Essential Forms for New Employees

Please complete the following forms and return them to your department Payroll & Benefits Coordinator. Be sure to ask for assistance if you need help or have questions about these forms.

  • Direct Deposit Authorization
  • New Employee Forms Packet | Includes Form W-4 - Employee's Withholding Allowance Certificate and Employee Self-Identification Form (Ethnicity and Heritage, Disability, and Veterans Survey). Please complete all forms electronically. Form W-4 is also available in the following languages:
  • 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.
  • All foreign national employees receiving funds through University payroll must now provide their visa/immigration history through Glacier. Following their Glacier entry, they will need to deliver all Glacier-generated reports and tax treaty forms, along with their immigration document photocopies, to their payroll responsible administrator, as identified by Glacier. Employees can request a Glacier account by sending an email to the Service Center at servicecenter@sc.wisc.edu. This email should include their full legal name, date of birth, email address, and indicate whether they're paid monthly or biweekly.

Benefit Plan Information Click to go to the Welcome slide Click to go to the MyUW Portal Click to go to the State Group Health Insurance slide Click to go to the Life Events slide

Send questions to: benefits@ohr.wisc.edu

Coverage Effective Date

To have health coverage effective on the first of the month after your date of hire, your appointment must begin on or before that date and you must file your health plan application on or before that date.

Timely Submission of Your Benefit Plan Applications - Do Not Delay!

The timely submission of your benefit applications is necessary if you want to take full advantage of your benefit package. Submit your applications within 30 days after the start date of your appointment. Coverage is typically effective on the first of the month, after the applications are received; some plans have additional requirements. Coverage cannot begin prior to your appointment start date.

Benefits Enrollment Walkthrough | Start the Walkthrough

As a new employee, you are eligible to enroll in benefit plans within 30 days of your start date. Use this tool to determine your plan options and to estimate your premiums. The walkthrough will produce a worksheet summarizing your selections but will not enroll you in a benefit plan.

Benefit Plan Information Pages | Introduction Video

  1. State Group Health Insurance | Video
  2. EPIC Benefits+ | Video
  3. Dental Insurance
  4. VSP Vision Insurance | Video
  5. Life Insurance | Video
    - Life Insurance Comparison Chart
    - Individual and Family Group Life Insurance
    - UW Employees, Inc. Life Insurance
    - Accidental Death and Dismemberment Insurance (AD&D)
  6. Employee Reimbursement Accounts Program (ERA) | Video
  7. Tax Sheltered Annuity 403(b) Program (TSA)
  8. Wisconsin Deferred Compensation (WDC)