Section 6 - IMRF
Section 6 - IMRF
Section 6 - IMRF
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REQUEST FOR REFUND OF<br />
VOLUNTARY ADDITIONAL CONTRIBUTIONS (VAC)<br />
<strong>IMRF</strong> Form VARF (11/2013)<br />
Exhibit 6ZZ<br />
NOTE: Effective February 1, 2014, if a member continues working for his or her <strong>IMRF</strong> employer and wishes to take a<br />
refund of VAC, only the VAC, without the interest, can be withdrawn. The interest must stay on deposit until the member<br />
stops working for his or her <strong>IMRF</strong> employer. The interest will continue to earn interest until the member withdraws it after<br />
terminating employment. At retirement, a member may annuitize his or her VAC if the account balance is $4,500 or more.<br />
SECTION 1 — MEMBER INFORMATION<br />
LAST NAME FIRST NAME MIDDLE INITIAL JR., SR., II, ETC. SOCIAL SECURITY NUMBER<br />
Rowe James _______ 0 0 0 - ______ 0 0 - 0 _______ 0 0 0<br />
HOME STREET (MAILING) ADDRESS<br />
SECTION 2 — STANDARD VAC PROCESSING INFORMATION<br />
• If there is a portion of your refund eligible for a rollover, <strong>IMRF</strong> will send you the required notifications and forms<br />
before your claim is approved.<br />
• This is NOT a regular savings account so there may be a delay in processing your request. <strong>IMRF</strong> will not process<br />
your VAC refund until all contributions for the period being refunded have been reported.<br />
Examples:<br />
• Refund through 12/31 of last year will not be processed until all VA Contributions, including the month of<br />
December, have been reported to <strong>IMRF</strong> (typically received by mid-January.)<br />
• Refund through date chosen will not be processed until <strong>IMRF</strong> has received all VA Contributions through<br />
the date specified on this application (typically received by mid-month following the final date of the plan.)<br />
CHOOSE OPTION A OR B BELOW AND PROVIDE APPROPRIATE SIGNATURE(S)<br />
MEMBER SIGNATURE (WRITE; DO NOT PRINT)<br />
MEMBER SIGNATURE (WRITE; DO NOT PRINT)<br />
<strong>IMRF</strong> Form VARF (11/2013)<br />
DATE (MM/DD/YYYY)<br />
DATE (MM/DD/YYYY)<br />
OPTION B - CURRENT-YEAR REFUND WITH SUSPENSION OF VA CONTRIBUTIONS<br />
Through ________________________________, I request a refund of my Voluntary Additional<br />
DATE OF LAST PAYCHECK WITH VAC (MM/DD/YYYY)<br />
Contributions and interest, including VAC made in the current year. I acknowledge that I will not<br />
be allowed to enroll in Voluntary Additional Contributions again until January of next year.<br />
MEMBER SIGNATURE (WRITE; DO NOT PRINT)<br />
X<br />
SIGNATURE OF AUTHORIZED AGENT (REQUIRED TO STOP VA CONTRIBUTIONS)<br />
X<br />
CITY, STATE AND ZIP<br />
123 Oak Street Anywhere, IL 60000<br />
COUNTY DATE OF BIRTH (MM/DD/YYYY) DAYTIME TELEPHONE NUMBER (w/ Area Code)<br />
Everywhere 09/06/1956 ( 0 0 0 ) 0 0 0 - 0 0 0 0<br />
YOUR EMPLOYER (Required) EMPLOYER NO. (If known) HOME TELEPHONE NUMBER (w/ Area Code)<br />
Village of Anywhere 0 0 0 0 0 ( 0 0 0 ) 0 0 0 - 0 0 0 0<br />
OPTION A - PREVIOUS-YEAR REFUND WITH CONTINUED VA CONTRIBUTIONS<br />
X<br />
X<br />
I request a refund of my Voluntary Additional Contributions and interest through December 31 of<br />
the previous year. I wish to continue making Voluntary Additional Contributions in the<br />
current year.<br />
11/21/2013<br />
DATE (MM/DD/YYYY)<br />
DATE (MM/DD/YYYY)<br />
Illinois Municipal Retirement Fund<br />
2211 York Road Suite 500 Oak Brook, IL 60523-2337<br />
Member Services Representatives 1-800-ASK-<strong>IMRF</strong> (1-800-275-4673) Fax: (630) 706-4508<br />
www.imrf.org