6.00 Introduction to Member Accounts

This section explains the procedures and forms to be used to enroll, report, adjust, and terminate a member’s account.

Topics include:

  1. To Open an Account - New or Rehired Member

  2. Enrollment Documents

  3. To Update an Account

  4. To Close an Account

  5. Past Service Credits/Member Account Corrections

  6. Annual Personal Statement of Benefits

  7. Discretionary Resolutions (local policies)

  8. Account Adjustment Appeal Rights

 

Help for Authorized Agents

We've developed several resources to help you maintain member accounts:

  1. Sample completed forms, referred to as "Exhibits," contain instructions on how to fill in and use forms correctly.

  2. Use the Authorized Agent Procedures Check Lists to simplify gathering information you need to complete tasks.

  3. View member account information (participation date, years of service, wages and contributions, etc.)  through the Employer Access area of IMRF’s web site. For details, refer to 2.90 Employer Access Area of www.imrf.org.