Forms for Members

for IMRF Customers

Documents

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

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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

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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

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Make changes to your name, address, phone or other information	Member Access	Form 6.20

Retire with IMRF Benefits

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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

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Apply for a death benefit	NA	Form 5.30
Name or change beneficiaries	Member Access	Form 6.11

Change in Marital Status or Family Circumstances

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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

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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

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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

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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