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There are a couple of ways to submit reimbursement requests.
Diversified Benefits Services
Phone: 262-367-3300 or 800-234-1229
PO Box 260, Hartland, WI 53029
The best way to check the balance in your HRA, FSA, or Roll-over account is to access your account on-line.
HRA expenses incurred between January 1 and December 31 of a given year must be submitted for HRA reimbursement by March 31 of the following year.
FSA expenses may be incurred January 1 of a given year through March 15 of the following year, but must be submitted for reimbursement by March 31.
Employees may change their tax withholdings as frequently as necessary. Forms can be obtained from the County Administrator’s Office.
2. Submit a written retirement notice to your Department Head and/or Human Resources. As much advance notice as possible is appreciated to ensure continuity of service to our citizens.
3. Once the Human Resources office receives your retirement notification, you will be sent access to several forms. The sooner these forms are completed, the sooner payroll can make the necessary payroll adjustments related to premiums. Forms will vary depending upon which insurances you have enrolled in. Contact the County Clerk’s Office or Human Resources Office for details on when each insurance is effective through.
4. Schedule an exit interview with the Human Resources Office.
5. If you have participated in the HRA for at least 5 years, you are vested and can access the funds in your roll-over account after retirement. These funds may be used for eligible health insurance premiums and eligible medical, dental or vision expenses.
6. Any vacation earned, but not used, plus pro-rated vacation for the partial year will be paid out.
7. Employees may continue to participate in the Teamster Health Plan or the State of Wisconsin health insurance plan upon retirement if they were enrolled in the plan prior to retirement. Premiums for health insurance are paid 100% by the employee upon retirement.
8. Employees must have 10 work days in a month to be eligible for the county's contribution to health insurance premiums. An employee should consider this when selecting a retirement date.
9. Employees are unable to schedule vacation or comp time during the last 2 weeks of employment. The intent is to allow the retiring employee the opportunity to train incoming staff.
Employees may fill out a Carryover Vacation Approval Form if they do not intend on utilizing all of their allotted vacation time for the year and would like to carry over some vacation time to the next year.
Carryover vacation requests are subject to approval by the employee's Department Head or Designee. Full-time employees working a 1950 hour work year may carry over a maximum of 37.5 hours of vacation. Full-time employees working a 2080 hours work year may carry over a maximum of 40 hour of vacation. Part-time employees carry-over is prorated.
Carry-over vacation must be used within 6 months of the employee's carry-over date.
For employees participating in the State of Wisconsin Health Insurance program, you may call the toll-free Customer Service number on the back of your insurance card to inquire, or search the Health Insurance Provider website. For employees participating in the Teamster Health Plan, you may contact UMR at 800-535-6373 or search the UMR website provider directory.
Complete a new Direct Deposit Form and provide a document from your bank with the account and routing number to the payroll office. Email requests will not be accepted.
Complete a new Employee Data Sheet and submit it to the County Administrator's Office.