Get Imrf Springfield Il

This guide provides clear and comprehensive instructions for users to effectively fill out the Imrf Springfield Il designation of beneficiary form online. Whether you are experienced with digital forms or a first-time user, follow these steps to ensure your document is properly completed.

Follow the steps to successfully complete the Imrf Springfield Il form.

1. Click ‘Get Form’ button to obtain the form and access it in an editor. This will allow you to begin filling out your information.
2. In Box 1, enter your member information including your name, mailing address, social security number, telephone number, and birthdate. Make sure all information is clearly printed, and specify whether you want correspondence from Imrf to include your beneficiary information.
3. Proceed to Box 2 for Primary Beneficiary(ies). Here, list the name(s) of the person(s) you wish to designate as beneficiaries. Indicate their social security numbers and your relationship to them. Allocate percentage shares for each beneficiary, ensuring that the total equals 100%.
4. Fill out Box 3 for Secondary Beneficiary(ies). Similar to Box 2, list the name(s) of the secondary beneficiaries who will receive benefits if no primary beneficiaries survive. Again, specify percentage shares totaling 100%.
5. In Box 4, if you wish to exclude your spouse as a primary beneficiary, check the box provided. It is essential to understand that excluding your spouse will forfeit their eligibility for a surviving spouse pension.
6. Finally, complete Box 5 by signing and dating the form. Note that only the member's signature is valid. Once completed, you can either mail the form to Imrf or submit it through your employer, but ensure the form reaches either the Oak Brook or Springfield office for it to be effective.

Complete your Imrf Springfield Il form online today to ensure your beneficiary designations are accurately recorded.