Employers submit a member's enrollment, termination, changes
to a member's account, and wage adjustments via Employer
Access .
If
you know a form number or wish to know if you have the most recent version
of a form, visit the forms by number
page .
If
you can't find the form you are looking for on this page, visit the
Member
Forms page.
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you are unsure what form you need, feel free to communicate
with us .
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Authorized
Agent Duties -- appointment of an AA, forms request, employer access,
EFT payments to IMRF, payments from IMRF for retiree health insurance,
etc. Enrolling
an employee in IMRF
Changing
member information
Terminating
a member -- member retires, resigns, is dismissed, dies, or no longer
qualifies for IMRF participation
Disability Leave
of Absence
Wage
Reporting - current or prior years
(prior year includes purchase of past service)
Resolutions
-- Military Service Credit or Military Leave
Resolutions
-- Miscellaneous Resolutions, Certificates, Suggested Form for Resolutions
Dissolution
of School District(s) or Unit(s) of Government
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All
eligible employees
Notice
of Enrollment in IMRF, Form 6.10 Submit a member's enrollment via Employer
Access.
In
addition:
If employee is receiving an IMRF pension
Do not enroll this employee before calling IMRF at 1-800-275-4673
City
Hospital Employees Election
to Participate for Qualifying Position , Form 6.21
All Election
to Participate for Qualifying Position , Form 6.21
Resolution
for Elected Officials , Form 6.64, if
not previously filed
Elected
County Officials Election
by Elected County Official to participate in IMRF Elected County
Official Plan , Form 6.21B
Resolution
to Adopt Alternative Benefit Program for County Officers , form
6.80, if not previously
filed
Chief
of Police Election
of Police Chief to participate as SLEP Member , Form 6.22
Airport
Police participating in SLEP Resolution
to adopt the IMRF SLEP Program for Airport Police , Form 1.55
If
the employee will not participate in Social Security Statement
Concerning Employment in a Job Not Covered by Social Security ,
Social Security Administration Form 1945
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For
all terminated members (retires, dismissed, resigns, dies, or no longer
eligible for IMRF participation) Notice
of Termination of IMRF Participation, Form 6.41
via Employer
Access
Member
retirement - in addition to Form 6.41 file the following form s
Member
retires Application
for Retirement Annuity (Pension) , Form 5.20
Copies
of birth certificate and marriage certificate if not previously
filed
Member
retires under ERI Application
for Retirement Annuity (Pension) , Form 5.20
Notice
of Intent to Retire under IMRF ERI , Form 5.21 (filed
with members retirement application)
Resolution
to Adopt IMRF Early Retirement Incentive , Form 6.77, if not previously
filed
Copies
of birth certificate and marriage certificate if not previously
filed
Member wants
to have his or her pension payments “revert” (become payable)
to someone else upon the member's death. Special
Needs Annuity Application , Form 5.20R
Read
more about Special Needs Annuities.
Member
or member's surviving spouse wants health insurance premiums deducted
from pension payments Health
Insurance Premium Deduction Authorization , Form 7.10
Member
is a public safety employee when and wants to take a tax deduction
of up to $3,000 on their federal income tax return for Election
For Deductions for Health or Long Term Care Insurance Premiums Paid
Directly to Insurer , Form 7.12D
Election
For Deductions Health or Long Term Care Premiums Paid through Employer
or Endorsed Plan Administrator , Form 7.12E
Member
resigns, is dismissed, or job reclassified and no longer qualifies
for IMRF
Member
stops participating in IMRF and is leaving member contributions on
deposit and not forfeiting (not giving up) IMRF service credit
Notice of Termination of IMRF Participation, Form 6.41Submit notice of a member's termination of IMRF participation
via Employer
Access
Member
stops participating in IMRF and is taking a refund of IMRF contributions* Notice
of Termination of IMRF Participation, Form 6.41Submit notice of a member's termination of IMRF participation
via Employer
Access
Application
for Separation Refund , Form 5.10
* Note
- To be eligible for a refund, the member must terminate employment
as well as IMRF participation. The member is not eligible for a
refund if he or she will continue working for the same unit of government
in a position that is not eligible for IMRF or in a position that
will participate in a reciprocal or local police or fire fund.
Death
of a member
Member
was actively participating Notice
of Termination of IMRF Participation, Form 6.41Submit notice of a member's termination of IMRF participation
via Employer
Access
Application
for Death Benefit , Form 5.30
Death
certificate, marriage certificate (if beneficiary is surviving spouse),
beneficiary's birth certificate, divorce decree, if applicable.
Member
was receiving IMRF pension
Application
for Death Benefit , Form 5.30
Copies
of death certificate, marriage certificate (if beneficiary is surviving
spouse)
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Member
is taking unpaid leave of absence and wants to continue to earn IMRF
service and maintain IMRF disability and death benefit protection
IMRF Benefit Protection
Leave , Form 6.32
Seasonal
Leave: Granted automatically for school districts and park districts
Other
employer types indicate seasonal months on member's Notice of EnrollmentIndicate seasonal months via Employer
Access
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In
the month paid
Submit via
Employer Access Form not available
online
Submit
via Employer Access Form
not available online
To
correct previously reported earnings
Employer's Report of Adjustments to IMRF Earnings, Form 3.20Submit wage adjustments via Employer
Access
For
members paid irregularly Employers
indicate months member will be paid on member's Notice of Enrollment,
Form 6.10Submit member's enrollment via Employer
Access
Reporting
Seasonal Leave Granted
automatically for school districts and park districts, other employers
indicate seasonal months on Notice of Enrollment, Form 6.10Submit member's enrollment via Employer
Access
Paying
ERI costs
Establish
Electronic Funds Transfer IMRF
Electronic Funds Transfer (EFT) Enrollment Form, Form
3.00
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Member's
wages and/or contributions were reported in error
Employer's Report of Adjustments to IMRF Earnings, Form 3.20Submit wage adjustments via Employer
Access
Member
was reported as Regular IMRF, should have been reported as SLEP Certificate
of Sheriff's Law Enforcement Service, Form 6.71
Employer's Report of Adjustments to IMRF Earnings, Form 3.20Submit
wage adjustments via Employer
Access
Member
wants to convert military service to IMRF service credit Application
to Purchase Military Service Credit ,Form 6.02J
Member
wants to repay a separation refund
A
member may repay a refund and reinstate forfeited service credit after
he or she participates in IMRF or in a reciprocal system for two years. Application
for Reinstatement of Service Credit , Form 6.03
Member
wants to purchase retroactive service
Elected official
held office qualifying for IMRF before he or she elected
to participate (maximum 50 months)
Application
for Retroactive Service Credit , Form 6.04
Elected
official held office qualifying for IMRF before he or she elected to participate and wishes to purchase more than 50 months.
Please
note : In order to purchase more than 50 months of Retroactive
Service Credit, the employer or governing body must have passed
a resolution allowing this before December 31, 2001 . If this
resolution is not already on file with IMRF, the member may not
purchase more than 50 months of service credit.
Application
for Retroactive Service Credit , Form 6.04
City
hospital employee worked in a position qualifying for IMRF before
he or she elected to participate (maximum 50 months) Application
for Retroactive Service Credit , Form 6.04
Member
worked in a position qualifying for IMRF but was barred from participation
because of age Application
for Retroactive Service Credit for employees previously barred by
age , Form 6.04
Member
wants to purchase omitted service
Member
worked in a position qualifying for IMRF but earning and contributions
were never reported to IMRF Omitted
Service Credit Verification , Form 6.05
Member
wants to purchase prior service
Member
worked in a position qualifying for IMRF before his or her employer
joined IMRF Application
for Prior Service Credit , Form 6.07
Member
wants to purchase out-of-state service
Member
worked for a local unit of government in another state and participated
in its public retirement program. Member must have participated with
current IMRF employer for two years Out-of-state
Service Credit Authorization , Form 6.33
General
Assembly member wants to purchase service earned as an elected official
General
Assembly member held office qualifying for IMRF and did not elect
to participate in IMRF. Must be a current General Assembly member Application
by Member of General Assembly for Service Credit as Elected Official ,
Form 6.34
Resolution
for Elected Officials , Form 6.64, if not previously filed
ECO
member wants to convert existing Regular and/or SLEP service to ECO
service
Member
previously participated in Regular IMRF or SLEP, now participates
in ECO Conversion
of Regular or SLEP Service Credit to ECO Service Credit , Form
6.06
Member
payment for past service
Member
wants to pay for past service (military, retroactive, omitted, prior,
etc.) with a distribution (money) from an IRA or qualified pension
plan Rollover
Certification for Payment of Past Service Credit , Form 6.01
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To
adopt the IMRF SLEP Program for Airport Police , Form 1.55
Resolution
-- Participation By Elected Officials In IMRF , Form 6.64
Resolution
-- Adoption of the 1,000 Hour Standard for IMRF Participation ,
Form 6.68
Certificate
of Sheriff's Law Enforcement Service , Form 6.71
Resolution
to resolution to include compensation paid under an Internal Revenue
Code Section 125 Plan as IMRF earnings , Form 6.72
Resolution
To Include Compensation Directed Into A Retirement Health Savings
Plan As IMRF Earnings , Form 6.73
Resolution
to Adopt Early Retirement Incentive , Form 6.77
Resolution
to Adopt Amortization Period For IMRF Early Retirement Incentive ,
Form 6.78
Resolution
to Authorize Pension Service Credit for Employees Previously Barred
by Age , Form 6.79
Suggested
Form of Resolution to Adopt Alternative Benefit Program for County
Officers , Form 6.80
Suggested
Form of Resolution to Revoke Alternative Benefit Program for County
Officers ,
Form 6.82
Suggested
Form of Resolution to Require Additional Member Contributions for
Past Service Converted to the Alternative Benefit Program for County
Officers , Form 6.83
Resolution
for Employer Pick-up (Payment) of Member Contributions Required for
Purchase of Service Under ERI , Form 6.85
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Types
of Dissolutions:
Annexation One
employer completely dissolves and is annexed by two or more employers
that may be new or already existing IMRF employers
Consolidation
Two or more employers completely dissolve and merge to form a completely
new employer.
Partial
dissolution One
unit of an IMRF employer becomes its own employer or joins with
another IMRF employer.
Split
dissolution One
employer completely dissolves and is annexed by two or more employers
that may be new or already existing IMRF employers
Required
Documents:
School
District(s) completely dissolved and annexed into existing school
district(s) Certificate
of Dissolution--Annexing School District (Form 1.70)
Copy of the legal document that caused
the annexation, e.g., legislation, referendum, or letter from legal
authority authorizing the dissolution.
Unit(s)
of government completely dissolved and annexed into existing unit(s)
of government Certificate
of Dissolution--Annexing Unit of Government (Form 1.72)
Copy of the legislation, referendum
or letter from legal authority authorizing dissolution.
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