Get Special Needs Annuity Application - Imrf - Imrf

Filling out the Special Needs Annuity Application is an important step for individuals who wish to provide additional financial support to a beneficiary upon their passing. This guide will walk you through the process of completing this form online efficiently and accurately.

Follow the steps to complete the application correctly.

1. Press the ‘Get Form’ button to access the application and open it in the editor.
2. In Section 1, enter your member information. Fill in your last name, first name, middle initial, and any suffix such as Jr., Sr., II, etc. Provide your Social Security number and mailing address, including city, state, and zip code. Also, include your daytime telephone number and specify your gender.
3. Proceed to Section 2, which requires information about the individual who will receive the additional annuity. Fill out their last name, first name, middle initial, and suffix. Include their Social Security number and mailing address, along with their daytime telephone number. Specify their date of birth using the MM/DD/YYYY format and attach a copy of their birth certificate with your Social Security number printed on it.
4. Indicate whether this individual is your current spouse by selecting 'Yes' or 'No'. If 'No', provide their relationship to you in the space provided.
5. Sign the application in the designated area, ensuring you write your signature rather than printing it, and enter the date in MM/DD/YYYY format.
6. Once all sections are completed, review the application for any errors or missing information. Make any necessary corrections.
7. After confirming that the application is complete, you can save your changes, download the form, print it, or share it as needed. Make sure to submit it to IMRF via fax or mail.

Complete your Special Needs Annuity Application online today.