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

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

If you want to... Do It Online Download Form
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

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
Provide a statement from your employer to support your disability claim NA Form 5.41

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