Imrf Form 6 11A PDF Details

When it comes to planning for the future, particularly for the aftermath of one’s passing, documents like the Illinois Municipal Retirement Fund (IMRF) Form 6.11A play a crucial role. This form, specifically revised in June 2012, serves as a bridge ensuring a retired member’s wishes regarding their beneficiaries are clearly recorded and honored. The purpose of this form stretches beyond mere administrative necessity; it enshrines a commitment to the well-being of loved ones posthumously. It allows annuitants to designate beneficiaries for a $3,000 lump sum death benefit—a significant financial provision should the worst occur. Critical to understanding is the exclusivity of the annuitant’s prerogative in completing this form; any signature but that of the annuitant, including those under power of attorney, invalidates the document. Adjustments to beneficiary information are permitted but demand the annuitant’s initials beside each change to maintain the form’s validity. Moreover, the form outlines the potential for a surviving spouse pension, contingent on the duration of marriage or civil union by the time of the annuitant’s cessation of IMRF participation. The detailing of primary and secondary beneficiaries offers a further layer of assurance, ensuring the $3,000 death benefit falls into intended hands, with clear stipulations on how to distribute among multiple beneficiaries or to address minor beneficiaries and trusts. The final requirement of the annuitant’s signature highlights the personalized nature of this legal document, emphasizing its importance among the holder’s valuable papers and setting forth the conditions under which benefits will be rendered, making it a pivotal piece in the careful planning of posthumous financial affairs.

QuestionAnswer
Form NameImrf Form 6 11A
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesillinois 6 11a death pdf, 611a beneficiary, imrf form 6 41, imrf form 6 11a

Form Preview Example

Designation of Beneiciary for Annuitant $3,000 Death Beneit

IMRF Form 6.11A (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 annuitant only on this form. If someone other than the annuitant 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 beneficiary information, you must initial the change. If you do not, the form will not be accepted.

Benefits payable upon your death

$3,000 lump sum death benefit

On this form, you name the person(s) who will receive the $3,000 lump sum death benefit.

If you do not have a valid designation form on file with IMRF, the lump sum death benefit will be paid to your estate.

NOTE: You cannot designate the person to receive the lump sum death benefit by your Will. You must file a Designation of Beneficiary form with IMRF.

Monthly Surviving Spouse pension

A monthly Surviving Spouse pension may also be payable if you were married or in a civil union for at least one year prior to the date you stopped participating in IMRF. See the back of the form for details.

How to complete this form

Primary Beneficiary(ies)

If you do not have a valid Designation of Beneficiary form on file with IMRF, your estate is automatically your beneficiary.

If you want any other arrangement, you must submit a Designation of Beneficiary form to IMRF. You can name any person, church, trust, charity or organization. If your primary beneficiaries do not survive you, IMRF will pay the benefit to your Secondary Beneficiary(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 receives the $3,000 lump sum benefit, you must name your spouse as your only primary beneficiary. If you divorce, your former spouse is no longer

your beneficiary. If you want any other arrangement, you must file a new Designation of Beneficiary form.

If you name more than one Primary Beneiciary

The persons listed become “co-beneficiaries” and will share the lump sum death benefit 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.

IMRF Form 6.11A (Rev. 06/12)

Continued...

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

Death benefits will be paid in care of the minor’s guardian. If you want someone other than the 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.”

If you are naming a trust

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

Secondary Beneficiary(ies)

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

Signature, date and returning the completed form

You must sign, date, and file this form with IMRF. The information on this form does not become effective until it is on file in IMRF’s Oak Brook or Springfield office. Mail the completed form to

IMRF and keep the second copy with your valuable papers.

See back of form for more information.

IMRF Form 6.11A (Rev. 06/12)

page 2 of 2

Designation of Beneiciary for Annuitant $3,000 Death Beneit

IMRF Form 6.11A (Rev. 06/12)

Please print — use black ink.

 

BOX 1 - NAME OF PERSON RECEIVING PENSION (ANNUITANT)

 

 

 

 

 

 

 

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)

BOX 2 - PRIMARY BENEFICIARY(IES) For $3,000 Lump Sum Death Beneit

Refer to instructions when naming a minor or a trust.

 

 

 

 

Last name, irst name and middle initial

Social Security Number

Relationship

% Share

 

(optional)

 

to each

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

TOTAL

100%

BOX 3 - SECONDARY BENEFICIARY(IES)

Beneit will be paid to this beneiciary(ies) if no primary beneiciary(ies) survives.

Last name, irst name and middle initial

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%

BOX 4 - Signature (WRITE, DO NOT PRINT) of annuitant (person receiving pension) only

 

Form will not be accepted if someone other than the annuitant signs the form.

X

 

Date

 

 

 

 

 

Read the conditions on the next page.

Completed form may be mailed to: Illinois Municipal Retirement Fund 2211 York Road, Suite 500, Oak Brook, IL 60523-2337

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

www.imrf.org

IMRF Form 6.11A (Rev. 06/12)

$3,000 Lump Sum Death Beneit

This designation of beneiciary form

•Provides for payment of the IMRF $3,000 lump sum death beneit and revokes (cancels) any prior beneiciary designation.

•Will be effective when you sign it and it is on ile in IMRF’s Oak Brook or Springield ofice.

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

IMRF’s acceptance of this form does not mean that a lump sum death benefit will be payable if your beneficiaries are not otherwise entitled to one.

Whether a lump sum death benefit is payable and the amount paid will be determined at the time of death under laws and regulations then applicable.

Who is eligible to be a beneiciary?

You may designate any person, whether or not a relative, or any church, trust, charity or organization as a Primary or Secondary beneficiary.

You may provide the address and telephone number(s) of the beneficiary(ies) you list on this form on a separate sheet of paper and attach it to the form.

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.

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 of a retired IMRF member

Upon your death, if you have not submitted a valid Designation of Beneficiary form to IMRF, the lump sum death benefit will be paid to your estate.

If you have a valid Designation of Beneficiary form on file with IMRF, the $3,000 lump sum death benefit will be paid to your Primary Beneficiary(ies).

If none of your Primary Beneficiary(ies) survives, the $3,000 death benefit will be paid to your Secondary Beneficiary(ies).

If no Primary or Secondary Beneficiary(ies) survives, the lump sum death benefit will be paid to your estate.

If any member contributions and interest have not been paid as retirement and survivor’s pension payments, IMRF will pay the remainder to the Primary Beneficiary(ies) designated by the deceased retired member and on file with IMRF.

IMRF Surviving Spouse Pension

A surviving spouse pension may be payable to your spouse if you and your spouse were married or in a civil union for at least one year prior to the date you stopped participating in IMRF.

If you and your spouse were married or in a civil union less than one year prior to the date you stopped

participating in IMRF, your surviving spouse will not

receive a surviving spouse pension.

If you are divorced after your pension begins, but you were married to your former spouse when you retired and at least for one year before you stopped participating in IMRF, your former spouse will be eligible for a surviving spouse pension.

If your spouse pre-deceases you and you remarry or enter into a new civil union, your second spouse

would be eligible for a surviving spouse pension if you

are married or in a civil union for at least one year prior to your death and you retired on or after 3/26/92.

Upon the death of a person receiving a surviving spouse annuity, no death benefit is available. However, if any member contributions and interest have not been paid as retirement and survivor’s pension payments, IMRF will pay the remainder to the Primary Beneficiary(ies) designated by the deceased retired member and on file with IMRF.

If no Primary Beneficiary survives, IMRF will pay the Secondary Beneficiary(ies) designated by the deceased retired member and on file with IMRF. If no Primary or Secondary beneficiary(ies) survives, any remaining member contributions and interest will be paid to the surviving spouse annuitant’s estate. (See your Certificate of Benefits regarding Survivor Benefits.)

How to Edit Imrf Form 6 11A Online for Free

When working in the online PDF tool by FormsPal, you're able to complete or edit imrf or gregister here. Our team is devoted to giving you the absolute best experience with our editor by regularly adding new capabilities and improvements. Our tool has become even more user-friendly as the result of the most recent updates! Currently, working with PDF forms is a lot easier and faster than ever before. To get the ball rolling, go through these simple steps:

Step 1: Hit the orange "Get Form" button above. It will open our editor so that you could start filling out your form.

Step 2: With the help of this state-of-the-art PDF tool, you can do more than merely fill out forms. Try each of the features and make your docs appear great with customized text incorporated, or adjust the file's original input to excellence - all supported by an ability to incorporate almost any graphics and sign it off.

As a way to complete this PDF form, make sure that you provide the right details in every area:

1. Begin filling out your imrf or gregister with a group of essential blanks. Collect all the important information and be sure there's nothing neglected!

Completing part 1 of form 611a

2. Once the last section is filled out, go to enter the relevant details in these - Important If the total of all, TOTAL, BOX SECONDARY BENEFICIARYIES, optional, Social Security Number Relationship, Share to each, Important If the total of all, TOTAL, BOX Signature write do not print, Date, Completed form may be mailed to, and Read the conditions on the next.

form 611a completion process described (portion 2)

Be really attentive while filling in TOTAL and Important If the total of all, since this is where many people make mistakes.

Step 3: Make sure your details are correct and click on "Done" to continue further. Make a free trial plan with us and acquire immediate access to imrf or gregister - download, email, or edit from your FormsPal account. FormsPal is dedicated to the privacy of our users; we make sure that all information going through our tool stays secure.

Imrf Form 6 11A isn’t the one you’re looking for?

Related Documents