Please notify staff who are essential in gathering the employer compliance documents to ensure our employer compliance team has timely access to both the staff and the documentation needed to complete the review.
Review our email communication containing the appointment letter and attachments and begin preparing the requested information listed in the Employer Compliance Review Document Checklist through the secure message online via Employer Access.
Click here for instructions on sending a secure message.
Submit the following documents within one week of receiving the appointment letter email.
- All prior year W-2’s (Social Security txt file preferred)
- Prior year IRS forms 1099-MISC
- W-3, W-2 summary, quarterly 941’s or similar report used for previous year W-2 totals (used to reconcile gross to taxable wages)
Submit the remaining information as it becomes available prior to the scheduled compliance review date.
- IMRF Wage Reconciliation (with non-participating employee list and payroll support)
- Employer Compliance Review Questionnaire
- Most recent Comprehensive Financial Audit Report
- Most recent Tax Computation Report
- Current Balance Sheet for IMRF fund (assets and liabilities)
- Prior year gross payroll earnings and itemized deductions
- General Ledger activity (most recent 6 months with vendor name, date paid, amount)