IMRF encourages you to use secure access for these transactions whenever possible. It's faster, easier and more secure. PDF forms may be downloaded and filled in on your computer to enhance legibility.
Requesting a Refund or Rollover of Member Contributions
If you want to... |
Do It Online |
Download Form |
Apply for a refund or rollover of your contributions |
Member Access |
Form 5.10 |
Apply for a refund or rollover of your contributions that were previously taxed |
NA |
Form 5.10B |
Apply for a refund your voluntary additional contributions |
NA |
Form VARF |
Pay Back a Refund to Reinstate Service Credit
If you want to... |
Do It Online |
Download Form |
Apply to reinstate service credit for a refund of contributions you've received |
Member Access |
Form 6.03 |
Request IMRF to review the use of rollover funds to pay for service credit for a refund of contributions you've received |
NA |
Form 6.01 |
Make Changes to Personal Information
If you want to... |
Do It Online |
Download Form |
Make changes to your name, address, phone or other information |
Member Access |
Form 6.20 |
Retire with IMRF Benefits
If you want to... |
Do It Online |
Download Form |
Apply for your retirement pension |
Member Access |
Form 5.20 |
Apply for a special needs retirement annuity |
NA |
Form 5.20R |
Establish or change direct deposit of payments |
Member Access |
Form 1199 |
Name or change the beneficiary of your annuitant death benefit |
Member Access |
Form 6.11A |
Give notice that you intend to retire under ERI |
NA |
Form 5.21 |
Authorize IMRF to deduct insurance premiums from your benefit payment to your former employer for health insurance |
NA |
Form 7.10 |
Apply for a refund or rollover of your surviving spouse, SLEP or ECO contributions |
NA |
Form BW-60 |
Death of an IMRF Member
Change in Marital Status or Family Circumstances
If you want to... |
Do It Online |
Download Form |
Prepare a Qualified Illinois Domestic Relations Order (QILDRO) for filing in court in the event of divorce |
NA |
Form QILDRO |
Prepare a consent to issue a Qualified Illinois Domestic Relations Order (QILDRO) for filing in court in the event of divorce |
NA |
Form QILDRO |
Prepare a calculation order for filing in court when required by a previously filed QILDRO |
NA |
Form QILDRO |
Name or change beneficiaries due to marriage, civil union, divorce, death of a spouse or birth or death of a child |
Member Access |
Form 6.11 |
Make changes to your name, address, phone or other information |
Member Access |
Form 6.20 |
Inability to Work Due to Illness or Injury
If you want to... |
Do It Online |
Download Form |
Apply for disability benefits |
Member Access |
Form 5.40 |
Provide a statement from your physician to support your disability claim |
NA |
Form 5.42 |
Securing Service Credit
If you want to... |
Do It Online |
Download Form |
Reinstate service credit you forfeited by accepting a refund |
Member Access |
Form 6.03 |
Convert time spent in the military to IMRF service credit |
NA
|
Form 6.02J |
Claim service credit for time you worked in a covered position that was not reported by your employer |
NA
|
Form 6.05 |
Purchase service credit you earned before your employer joined IMRF |
NA
|
Form 6.07 |
Transfer service credit you earned with an out-of-state pension system to IMRF |
NA
|
Form 6.33 |
Request an estimate of how much regular or SLEP service to convert to ECO service for the maximum ECO benefit |
NA
|
Form 6.38 |
Convert regular or SLEP service to ECO service |
NA
|
Form 6.06 |
Apply for ECO service credit for time served as a member of the Illinois General Assembly |
NA
|
Form 6.34 |
Apply for retroactive service credit |
NA
|
Form 6.04 |
Convert regular plan service to SLEP service
|
NA
|
Form 6.09 |
Other Circumstances
If you want to... |
Do It Online |
Download Form |
Request an estimate of your future pension payments |
Member Access |
Form BF-20 |
Begin or change your voluntary additional contributions |
NA |
Form 6.30 |
Request a refund of your voluntary additional contributions |
NA |
Form VARF |
If you want to continue in the ECO program for a new term of office (for existing Revised ECO members only) |
NA |
Form 6.21B |
Cease IMRF member contributions because you have maxed out with 40 years |
NA |
Form 6.24 |
Drop out of the ECO plan |
NA |
Form 6.28 |
Take an unpaid leave of absence from work while maintaining IMRF benefits |
NA |
Form 6.32 |
Request IMRF to review the use of rollover funds to pay for service credit for a purchase of service credits |
NA |
Form 6.01 |
Pay for ERI service credit with rollover funds
|
NA |
Form 6.01E |