Completing the Calculation Order

for IMRF Retirees
Forest bridge

You only need to complete a Calculation Order if your QILDRO contains percentages. A Calculation Order can be completed by you, your alternate payee, or an attorney.

The Calculation Order translates the percentages in your QILDRO into final dollar amounts. IMRF cannot calculate these amounts for you. We can only pay your alternate payee once we have a valid court-certified Calculation Order that tells IMRF the exact amount(s) to be paid.

To properly complete your Calculation Order, you need the following:

You will need to refer to your QILDRO when completing the Calculation Order. The Calculation Order has separate sections for each benefit type and calculation method you included in your percentage QILDRO. You must complete each section in the Calculation Order that corresponds with a completed section in your QILDRO:

If you used a percentage of the marital portion in your QILDRO

If you completed this section in your QILDRO... You must complete this section of your Calculation Order...

Section III, A2
Retirement Benefit

3(a)

 

Section V, A2
Contribution Refund Benefit

3(b)

 

Section VI, A2
Partial Refund of Contributions

3(c)

 

QILDRO Section VII, A2
Death Benefits

3(d)

 

You will also need to refer to the Marital Portion Benefit Calculation Formula in Section IX of your QILDRO to complete any entry in Section 3 of your Calculation Order.

If you used a percentage of the final gross benefit in your QILDRO

If you completed this section in your QILDRO... You must complete this section of your Calculation Order...

QILDRO Section III, A3
Retirement Benefit

4(a)

 

QILDRO Section V, A3
Contribution Refund Benefit

4(b)

 

QILDRO Section VI, A3
Partial Refund of Contributions

4(c)

 

QILDRO Section VII, A3
Death Benefits

4(d)

 

You will also need to refer to the Marital Portion Benefit Calculation Formula in Section IX of your QILDRO to complete any entry in Section 3 of your Calculation Order.

Make sure your Calculation Order is valid

To make sure your Calculation Order is accepted by IMRF:

Have IMRF review your Calculation Order before you go to court

If you would like IMRF to review your Calculation Order before you take it to court, you can mail or fax a copy to IMRF’s legal department at 630-706-4656. We will review your form to make sure it has been completed correctly.

Please keep in mind that we will not:

If you have questions about completing your Calculation Order, please call IMRF before you take your Calculation Order to court. Keep in mind that IMRF can answer factual questions about your benefits and Calculation Orders, but we cannot advise you on how to divide your benefits or do any calculations for you.

Submitting a Calculation Order

Once you are sure your Calculation Order has been completed and certified properly, you should submit it to IMRF along with the required $50.00 processing fee. Send the Calculation Order to:

Illinois Municipal Retirement Fund
Legal Department
2211 York Road, Suite 500
Oak Brook, IL 60523-2337

Make sure to keep a copy of your Calculation Order for your records.

After we receive your Calculation Order, we will either:

You must make all required corrections to your Calculation Order before IMRF can accept it.