Appointing a Representative Payee

If you are unable to handle your business affairs because of health problems, a relative or friend can be named as your representative payee.

Appointing an individual as your representative

To appoint someone as your representative payee, that individual and your physician would complete IMRF Form 5.60, “Application to Serve as Representative Payee for Annuitant.” Future payments would be made payable to your representative on your behalf.

Appointing a nursing home administrator as your representative

We have a similar procedure for checks being made payable to an official of a nursing home for your care. The administrator of the facility would submit IMRF Form 5.63, “Application to Serve as Representative Payee for Annuitant by Nursing Home or Hospital”; future checks would be made payable to the official of the nursing home.

Notice of renewal

Representative payees, including nursing homes, are required to re-apply on an annual basis; a physician’s statement is required every third year. IMRF will send a letter and the appropriate forms to your representative payee approximately two months before the appointment expires.