Get Form 5.20 Application For Imrf Pension - Dps109 - Dps109

Completing the Form 5.20 Application For IMRF Pension - DPS109 - Dps109 online is a crucial step towards a smooth transition into retirement. This guide will walk you through each section of the form, ensuring that you provide the needed information accurately and completely.

Follow the steps to complete your pension application online.

1. Click the ‘Get Form’ button to access the application and open it in your online editor.
2. In the first section, provide your personal information, including your first name, middle initial, last name (including any suffix), and Social Security number.
3. Fill in your mailing address, including the city, state, and ZIP code. Ensure accuracy for correspondence purposes.
4. Indicate your sex and complete your birth date in the format of month/day/year.
5. Provide your home telephone number for any necessary follow-ups regarding your application.
6. Specify your marital status, indicating if you are single, married, divorced, or widowed.
7. Enter your IMRF termination date in the format of month/day/year.
8. If applicable, detail your spouse's information, including their first name, middle initial, last name, Social Security number, and date of birth.
9. If you have participated in the IMRF Elected County Officials Plan, answer ‘Yes’ or ‘No’ accordingly.
10. List any service with other Illinois public retirement systems, including the names of the systems and the dates of employment. If you do not have any previous retirement benefits, leave this blank.
11. If you are utilizing an early retirement incentive, fill out the appropriate years and months you wish to purchase as directed.
12. Certify that all information provided is accurate. Sign and date the form in the designated area to validate your application.
13. Fill out the account information section by providing the necessary bank details for where you would like your benefits deposited.
14. Authorize the IMRF to direct your recurring payments to your account by signing in the designated area provided.
15. Review your application and all attached documents, ensuring that copies of required documentation (such as birth and marriage certificates) are included.
16. After reviewing, save your progress, download a copy of the completed form if necessary, and print or share your application as needed before submission.

Complete your Form 5.20 Application For IMRF Pension online to ensure timely processing of your retirement benefits.