Imrf Form 6 11 PDF Details

The Illinois Municipal Retirement Fund (IMRF) Form 6.11, revised in June 2012, plays a crucial role for members in designating their beneficiaries for retirement benefits. This form specifically allows members to outline who will receive benefits in the event of their death, offering options like a lump sum death benefit, which can equal one year's salary plus any balance in the member's account, or a monthly surviving spouse pension, complemented by a $3,000 benefit under certain conditions. The form strictly requires the signature of the member themselves to be considered valid, emphasizing the personal responsibility in these designations. Changes to beneficiary information must be initialed by the member to maintain the form's validity, ensuring that any adjustments are deliberately acknowledged. Primary beneficiaries can be directly nominated, with secondary beneficiaries set to receive benefits if no primary beneficiaries survive. Special instructions are provided for cases involving minors or trusts as beneficiaries to ensure that benefits are appropriately handled. Members are cautioned, especially in the context of marital status and specific arrangements for spouses to be eligible for surviving spouse pensions, highlighting the forms' significance in financial and estate planning. The accurate completion and submission of this form are paramount for it to take effect, underscoring its importance in safeguarding members' intentions regarding their beneficiaries. This thorough approach ensures that the IMRF members' benefits are directed according to their wishes, emphasizing the form's critical function in the broader scope of retirement planning.

QuestionAnswer
Form NameImrf Form 6 11
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesform_611 imrf form 611

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DESIGNATION OF BENEFICIARY

IMRF Form 6.11 (Rev. 06/12)

Questions? Call 1-800-ASK-IMRF (1-800-275-4673).

Who can complete this form

We can accept the signature of the member only on this form. If someone other than the member signs this form, including an agent under a power of attorney, the form will not be accepted.

If you make any changes to this form

If you make any changes to your beneiciary information, you must initial the change. If you do not,

the form will not be accepted.

Beneits payable upon your death

If you die while participating in IMRF, IMRF will pay your beneiciary(ies) a:

a.Lump sum death beneit, which can be equal to one year’s salary, plus a refund of the balance in your IMRF member account,

OR

b.Monthly Surviving Spouse pension, plus $3,000 (if eligible). [A child’s pension is payable if you are participating in the Elected County Oficial plan, your spouse is not eligible for a surviving spouse pension, and you have single (unmarried or not in a civil union) children under the age of 18 at the time of your death.]

How to complete this form

Primary Beneiciary(ies)

If you do not have a valid Designation of Beneiciary form on ile with IMRF, your estate is automatically your beneiciary.

If you want any other arrangement, you must submit a Designation of Beneiciary form to IMRF. You can name any person, church, trust, charity or organization. If your primary beneiciaries do not survive you, IMRF will pay the beneit to your Secondary Beneiciary(ies) or to your estate.

Note of caution for married members or members in a civil union

If you want to ensure that your spouse is eligible for a Surviving Spouse pension, you must name your spouse as your only primary beneiciary. If you divorce, your former spouse is no longer your beneiciary. If you want any other arrangement, you must ile a new Designation of Beneiciary form.

If you name more than one Primary Beneiciary

The persons listed become “co-beneiciaries” and will share the lump sum death beneit

according to the percentages you enter. If you leave the percentages blank or if the shares do not add up to 100%, the form will not be processed.

If you are naming someone under the age of 21 (a minor)

Death beneits will be paid in care of the minor’s guardian. If you want someone other than the guardian to receive the IMRF beneit on behalf of the minor, you may name a custodian, who

is 21 years of age or older, under the Illinois Uniform Transfers to Minors Act. Enter the name of the individual you wish to appoint as custodian followed by “as custodian for ____________

(name of minor) under the IUTMA.”

IMRF Form 6.11 (Rev. 06/12)

page 1 of 2

continued on next page...

If you are naming a trust

Please provide the number and/or date of the trust.

Secondary Beneiciary(ies)

Your Secondary Beneiciary(ies) will receive the death beneit payable by IMRF if no Primary Beneiciary survives. You can name any person, church, trust, charity or organization as your Secondary Beneiciary. You may also name more than one Secondary Beneiciary.

Signature, date and returning the completed form

You must sign, date, and ile this form with IMRF for it to be effective.

You can mail the completed form to IMRF directly, or you can give the completed form to your

employer, who will mail it to IMRF. The information on this form does not become effective until it is on ile in IMRF’s Oak Brook or Springield ofice, even if your employer has a copy.

IMRF Form 6.11 (Rev 06/12)

page 2 of 2

DESIGNATION OF BENEFICIARY

IMRF Form 6.11 (Rev. 06/12)

Please print or type — use black ink and do not use a highlighter on the form.

1. Member Information

 

 

Employee Name

 

 

 

 

 

 

 

 

 

 

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

______ - _____ - ________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address (street address; city; state; zip+4 if known)

 

 

 

 

 

Birthdate (MM/DD/YYYY)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Daytime Telephone No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Marital Status

 

 

 

 

 

 

 

 

 

 

Gender of Spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Never Married

 

Married

 

Civil Union

 

Divorced

 

Widowed

 

 

 

 

Male

 

Female

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s Last Name

First Name

Middle Initial

Maiden (if applicable)

Marriage/Civil Union Date (MM/DD/YYYY)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Primary Beneiciary(ies)

(For your spouse to be eligible for a Surviving Spouse pension, he/she must be your ONLY primary beneiciary.)

Refer to instructions if naming a minor or a trust.

First Name

Last Name

Social Security Number

(optional)

Relationship

%Share to each

Important: If the total of all primary beneiciary shares does not equal 100%,

TOTAL

100%

or if you leave the percentages blank, IMRF will NOT process the form.

 

 

 

 

3.Secondary Beneiciary(ies) (Will receive IMRF death beneits if no Primary Beneiciary survives.)

First Name

Last Name

Social Security Number

(optional)

Relationship

%Share to each

Important: If the total of all secondary beneiciary shares does not equal 100%, or if you leave the percentages blank, IMRF will NOT process the form.

TOTAL

100%

4.Signature (WRITE, DO NOT TYPE OR PRINT) of member only

(Form will not be accepted if someone other than member signs form.)

X

 

Date

 

 

 

Read the conditions on the reverse side.

 

Completed form may be mailed to: Illinois Municipal Retirement Fund

IMRF Form 6.11 (Rev. 06/12)

2211 York Road, Suite 500, Oak Brook, IL 60523-2337

1-800-ASK-IMRF (1-800-275-4673) Fax 1-630-706-4289

 

Conditions of IMRF Designation of Beneiciary

This is a brief summary of your IMRF death beneit provisions.

Your rights and obligations as an IMRF member are governed by Article 7 of the Illinois Pension Code.

This designation of beneiciary:

•Provides for payment of IMRF death benefits and revokes (cancels) any prior beneficiary designation.

•Will be effective when you sign it and it is on file in

IMRF’s Oak Brook or Springfield office.

•Is subject to Illinois law and to rules and regulations established by the IMRF Board of Trustees.

The acceptance of this designation by IMRF does not mean that a death benefit will be payable if you are not otherwise entitled to one. Whether a benefit is payable, and the amount paid, will be determined at the time of death under applicable laws and regulations.

You cannot name a creditor (such as a bank, credit union, or loan company) as your beneficiary as a means of providing security for a debt.

Beneits payable

•Lump sum death benefit OR

•Surviving Spouse pension

•Child’s pension

A child’s pension is payable if the member was

participating in the Elected County Official Plan and the member’s spouse is not eligible for a surviving spouse

pension, but the deceased children who are unmarried/ not in a civil union, under the age of 18.

Naming a minor(s) as beneiciary(ies)

Death benefits payable to a minor (under the age of 21) are paid in care of the minor’s guardian.

If you want someone other than the minor’s guardian to receive the IMRF benefit on behalf of the minor, you may name a custodian (who is 21 years of age or older) under the Illinois Uniform Transfers to Minors Act.

This is done by entering the name of the individual you wish to appoint as custodian followed by “as custodian for

__________(name of minor) under the IUTMA.”

Shares to each named beneiciary

You must write in specific shares (percentages), if naming more than one beneficiary. These shares MUST add up to 100% or the form will not be processed.

If a named beneficiary does not survive, his or her shares will be distributed among any surviving beneficiaries. However,

if you want his or her shares to be distributed to his or her heirs by blood line (not a spouse), add “per stirpes” after the beneficiary’s name.

Death beneit payments

IMRF death benefits are paid to your:

•Primary Beneficiary you designated on your most recent valid designation of beneficiary form on file with IMRF.

•Estate if you have no valid designation form on file.

Surviving spouse pension

If you want your spouse to be eligible for a Surviving Spouse pension, you must name your spouse as your only Primary Beneficiary.

If your spouse is not your only Primary Beneficiary,

•the right to a Surviving Spouse pension is forfeited (lost).

•only a lump sum benefit is payable (which can be equal to one year’s salary, plus a refund

of the balance in your IMRF member account).

In the case of the member with many years of service credit, the forfeited Surviving Spouse pension may be of greater value than the lump sum benefit.

If none of your Primary Beneficiary(ies) survives, the benefit will be paid to your Secondary Beneficiary(ies).

If none of your Primary or Secondary Beneficiary(ies) survives, the benefit will be paid to your estate.

If you divorce

If you named your spouse as a your primary beneficiary but you later divorce, your former spouse is no longer your beneficiary. If you want any other arrangement, you must file a new Designation of Beneficiary form.

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When it comes to blanks of this precise PDF, this is what you should know:

1. Complete the Imrf Form 6 11 with a selection of major blank fields. Collect all the information you need and ensure there's nothing neglected!

Imrf Form 6 11 conclusion process clarified (part 1)

2. After completing the last part, head on to the next stage and enter all required particulars in all these blank fields - .

Guidelines on how to complete Imrf Form 6 11 part 2

Be really mindful when filling in this field and next field, since this is where a lot of people make mistakes.

3. Completing Employee Name, Mailing Address street address, Social Security Number, Birthdate MMDDYYYY, Daytime Telephone No, Marital Status, Gender of Spouse, Never Married Married Civil Union, Widowed, Spouses Last Name First Name, Male, Female, Primary Beneiciaryies For your, Social Security Number, and Relationship is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Spouses Last Name First Name, Widowed, and Social Security Number inside Imrf Form 6 11

4. The form's fourth subsection comes with these particular empty form fields to fill out: Important If the total of all, TOTAL, Secondary Beneiciaryies Will, Social Security Number, Last Name, Relationship, optional, Share to each, Important If the total of all, TOTAL, Signature write do not type or, Form will not be accepted if, and Date.

Imrf Form 6 11 completion process clarified (step 4)

5. While you get close to the end of your form, there are just a few more things to undertake. In particular, IMRF Form Rev, Completed form may be mailed to, and York Road Suite Oak Brook IL must all be done.

Stage no. 5 in submitting Imrf Form 6 11

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