Get Form 6 01 Imrf

Filling out the Form 6 01 Imrf online can streamline the process of requesting rollover approval for past service. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Form 6 01 Imrf online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor.
2. Fill in the member information in Section 1. Include your first name, middle initial, last name, social security number, mailing address, and telephone numbers. Make sure to provide accurate details to avoid delays.
3. In Section 2, the financial institution must complete the certification. Ensure they provide all required information, including the name and address of the institution, account name, account number, and tax details. They must check the account type and indicate amounts that are tax deferred and previously taxed.
4. In Section 3, specify the amount to be rolled over and the corresponding duration of past service credit you are purchasing. You must check the appropriate type of past service.
5. Sign and date the member certification section, affirming the information provided is correct and understanding the requirements surrounding the rollover.
6. Review the completed form for any missing information, ensuring all questions are answered and it is signed.
7. Finally, save your changes and consider downloading, printing, or sharing the form as needed. Ensure that it is sent to the IMRF address provided.

Complete your rollover request by filling out the Form 6 01 Imrf online today.