Imrf Form 5 41 PDF Details

In the pursuit of providing comprehensive support for employees facing disabling conditions, the Illinois Municipal Retirement Fund (IMRF) necessitates the careful completion of Form 5.41 by employers. This form, designed as an "Employer Statement—Disability Claim," plays a pivotal role in the evaluation and processing of disability benefits claims. When an employee ceases work due to a disabling condition expected to last thirty days or more, regardless of whether the condition is work-related, this document becomes essential. It requests detailed information regarding the last working day of the employee, the last payout date including any sick or vacation pay, and necessitates the signature of the Authorized Agent to validate the claim. Moreover, the form seeks additional details for members with less than five years of service, elected officials, and specifics regarding workers' compensation or occupational disease benefits claims. Employers are reminded to provide complete and accurate information to avoid delays in claims processing, highlighting the necessity for diligence in completing this form. By collecting this breadth of information, the IMRF aims to ensure a fair and efficient assessment of disability claims, offering employers a structured format to report essential details pertinent to the employee's claim.

QuestionAnswer
Form NameImrf Form 5 41
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesIllinois, IMRF, 40A, C902C

Form Preview Example

EMPLOYER STATEMENT—DISABILITY CLAIM

IMRF Form 5.41 (Rev. 02/2013)

Instructions for Employer:

By furnishing this information, you make NO representation regarding the validity of the member’s claim for disability benefits.

1.Complete this form:

a.As soon as the member has stopped working and is expected to remain disabled for thirty (30) days or more.

b.Whether the disabling condition is work-related or not.

2."Last date the member actually worked" refers to the last day the member was physically present at his or her job. This does not include sick or vacation time.

3."Last date the member was or will be paid" refers to the last day for which the member will receive wages (or compensation), including sick and vacation time.

4.The Authorized Agent’s signature is required for all claims.

5.Print the member’s Social Security Number (or IMRF Member ID, if known) on all documents you enclose with this form.

6.Do not return this Instruction sheet; return the form only.

Disability benefit payments can be reduced or terminated if the member:

Receives wages (or compensation) in any month he or she is disabled.

Resigns. Please refer to the IMRF Authorized Agent Manual, Section 5.40D(5), “Resignations of Disabled IMRF Members.”

If the member resigns, forward a copy of the resignation letter and supporting documents. Include meeting minutes accepting the resignation.

NOTE: Please provide complete and accurate information.

Incomplete or inaccurate information may delay claims processing.

Illinois Municipal Retirement Fund

2211 York Road Suite 500 Oak Brook Illinois 60523-2337

Member Services Representatives 1-800-ASK-IMRF (1-800-275-4673) Fax: (630) 706-4289

www.imrf.org

IMRF Form 5.41 Instructions (Rev. 02/2013)

EMPLOYER STATEMENT—DISABILITY CLAIM

IMRF Form 5.41 (Rev. 02/2013)

Please Print (Use Black Ink)

Please provide complete and accurate information. Incomplete or inaccurate information may delay claims processing.

EMPLOYER NAME

 

 

EMPLOYER IMRF ID NUMBER

 

 

 

 

 

 

 

 

 

MEMBERS NAME

SOCIAL SECURITY NUMBER (OR IMRF MEMBER ID, IF KNOWN)

 

 

 

 

 

 

 

 

 

DATE OF BIRTH (MM/DD/YYYY)

OCCUPATION (ATTACH COPY OF JOB DESCRIPTION)

 

 

 

 

 

 

 

 

 

Last date member actually worked (MM/DD/YYYY)

Last date member was/will be paid wages or compensation (MM/DD/YYYY)

 

(Not including Sick or Vacation days.)

(Including Vacation Pay, Sick Pay, etc.) NOT the date of the member's paycheck.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

..............Within the past 6 months, has the member been off work for the same injury or illness?

 

No

 

Yes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TO BE COMPLETED FOR MEMBERS WITH LESS THAN FIVE YEARS OF IMRF SERVICE CREDIT

 

 

 

 

 

 

 

 

 

Did the member undergo a pre-employment medical examination?

 

 

No

 

 

Yes

 

 

 

 

 

 

 

 

(If yes, attach a copy of doctor's report to this form and print the member’s Social Security number or IMRF Member ID, if known on the report)

................................................................................................Is the member an Elected Official?

 

No

 

 

 

Yes

If yes, does the member participate in the ECO Plan

 

No

 

 

 

Yes

 

 

 

 

(If yes, complete “To be completed for ECO Members Only” below)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TO BE COMPLETED FOR ECO MEMBERS ONLY

 

 

 

 

 

 

 

 

 

Please enter the dates for the ECO member’s term of office

 

 

 

 

 

 

 

 

 

If the member is not currently in office, provide dates for LAST elected county office held

FROM (MM/DD/YYYY)

 

 

 

TO (MM/DD/YYYY)

Please enter the member’s final annual salary earned as a member of the ECO Plan

$ __________________________. .

 

 

Please enter the member’s annual stipend(s) as a member of the ECO Plan

$ __________________________. .

 

 

 

 

 

 

 

 

 

 

 

 

Is the member a seasonal employee

 

 

No

 

 

 

Yes

 

 

 

 

If yes, did the member elect to be paid over 12 months?

 

No

 

 

 

Yes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Has the member returned to work?

 

No

 

 

 

Yes

 

 

 

 

If yes, please indicate the date (MM/DD/YYYY) ________________________________ and attach the Physician’s Release.

If no, give reason: __________________________________________________________________________________________

................................................................................................Has the member been terminated?

No

 

Yes

 

 

 

 

 

If yes, please indicate the date (MM/DD/YYYY) ________________________________

If yes, give reason: _________________________________________________________________________________________

Was a claim made for workers' compensation or occupational disease benefits?

No

Yes

If a claim has been made, what is the status of the claim:

Approved

Denied

Pending

Appealed

If the claim was approved, what is the weekly benefit amount? $ ___________ per week. Benefits start date: ________________

 

 

 

 

 

(MM/DD/YYYY)

If workers’ compensation or occupational disease benefits have ceased, provide termination date of benefits: ________________

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

Name of workers’ compensation carrier

 

 

Daytime Telephone Number (with Area Code)

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

Address

City, State and ZIP

 

 

 

 

 

 

 

 

 

 

Authorized Agent’s Signature (Required for all claims)

Date (MM/DD/YYYY)

 

Daytime Telephone Number. (with Area Code)

 

Email

 

(

)

 

 

 

 

 

 

Illinois Municipal Retirement Fund

 

 

2211 York Road

Suite 500 Oak Brook Illinois 60523-2337

Member Services Representatives 1-800-ASK-IMRF (1-800-275-4673) Fax: (630) 706-4289

www.imrf.org

IMRF Form 5.41 (Rev. 02/2013)

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Completing section 1 of 40A

2. The third step would be to fill out the next few blanks: Please enter the members final, Please enter the members annual, Is the member a seasonal employee, No No, Yes Yes, Has the member returned to work, Yes, If yes please indicate the date, Has the member been terminated, Yes, If yes please indicate the date, Was a claim made for workers, Yes, If a claim has been made what is, and Approved.

40A writing process detailed (portion 2)

People often make mistakes while completing If yes please indicate the date in this part. Ensure you revise everything you type in here.

3. In this particular stage, have a look at Authorized Agents Signature, Date MMDDYYYY, Daytime Telephone Number with Area, Email, Illinois Municipal Retirement Fund, York Road Suite Oak Brook, Member Services Representatives, IMRF Form Rev, and wwwimrforg. Each of these will have to be completed with highest accuracy.

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