Section 6 - IMRF
Section 6 - IMRF Section 6 - IMRF
Application for Military Service Credit IMRF Form 6.02J (Rev. 9/2007) PLEASE PRINT OR TYPE — USE BLACK INK Exhibit 6E Page 2 of 2 MEMBER’S FIRST NAME MIDDLE INITIAL LAST JR., SR., II, ETC. SOCIAL SECURITY NUMBER James M. Rowe __ __ __ __ __ __ __ __ __ STREET ADDRESS CITY STATE ZIP TELEPHONE NUMBER + AREA CODE 123 Elm Street Anywhere IL 60000 0 0 0 - 0 1 - 1 1 1 1 630-555-1111 CURRENT EMPLOYMENT INFORMATION NAME OF CURRENT EMPLOYER City of Anywhere NAME OF CURRENT RETIREMENT SYSTEM IMRF OPTIONAL: ANTICIPATED RETIREMENT DATE IMRF COVERAGE INFORMATION IF YOU PREVIOUSLY USED A DIFFERENT NAME, PLEASE INDICATE DATE OF BIRTH LIST ALL FORMER IMRF EMPLOYERS PERIOD OF EMPLOYMENT (E.G. 9/87 - 3/96) CHECK ONE (Refer to instructions on previous page) I am converting my military service to IMRF service credit under the following designation: Military leave prior to IMRF participation OR leave interrupted IMRF participation, but did not return within 90 days of discharge and/or the employer has not adopted 6.62 resolution ■x Illinois law: Service credit during military leave as provided by Public Acts 90-0488 and 95-0486. Employer has filed resolution (IMRF Form 6.63 or 6.63A) with IMRF. Military leave interrupted IMRF participation ■ Illinois law: Service credit during military leave as provided by the Illinois Pension Code. Employer has filed resolution (IMRF Form 6.62 or 6.62A) with IMRF. Converting military service under the provisions of the Illinois Pension Code, means that this service will not be used in the computation of a pension or retirement pay from any branch of the Armed Forces of the United States. ■ Federal law: Service credit during military leave as provided by the Uniformed Services Employment and Re-employment Rights Act. No employer resolution required. CERTIFICATION BY MEMBER I certify that I entered the Armed Forces of the United States on June 11, 1986 June 10, 1984 DATE October 18, 1990 and I completed duty on . I began IMRF participation on . DATE I have attached documentation from the military attesting to the validity of the dates of my military service. Choose one: I wish to establish the service on this application as: See instructions for eligibility of ECO or SLEP plan. x ■ Regular Service ■ Elected County Official Service—ECO (See instructions on page 1) ■ SLEP Service (limitations may apply) ■ I have requested pension estimates with and without the additional service credit I intend to purchase (see instructions). Member’s Signature __________________________________________ November 3, 2007 Date _________________________________________ FOR USE BY IMRF CALCULATED AUDITED SJE CODE SERVICE GRANTED USE BY IMRF Form 6.02J (Rev. 9/2007) Illinois Municipal Retirement Fund 2211 York Road, Suite 500, Oak Brook Illinois 60523-2337 1-800-ASK-IMRF (1-800-275-4673) www.imrf.org
Application for Reinstatement of Service Credit (Repaying a Refund) IMRF Form 6.03 (Rev. 01/2013) Exhibit 6F Page 1 of 3 Avoid delays—read the instructions below and on back before completing this form Requirements for reinstatement of service credit If you have received an IMRF separation refund and have forfeited your IMRF pension credits (service), you may have those credits restored provided you meet all of the following: A. Your application is received by IMRF while you are currently participating in IMRF or another retirement system covered by the Illinois Retirement Systems Reciprocal Act. “Currently participating” means that you are employed in a position covered under one of the systems. It does not include individuals who are retired. B. If you participate in IMRF’s Regular or ECO plan, you have completed two or more years of contributing service under IMRF or another retirement system covered by the Illinois Retirement Systems Reciprocal Act following the date of your last refund. If you currently participate in IMRF’s SLEP plan, you can repay the refund after you have completed 1,000 hours of contributing IMRF service under SLEP. C. You complete this form and mail it to IMRF. D. You repay the refund and pay interest on it from the date of the refund. Instructions for completing this form 1. Member information Enter the requested information, including a daytime telephone number. 2. Retirement system information Check the system you currently participate in, enter the date you joined that system, and the name of your current employer. Optional: enter your anticipated retirement date. 3. Forfeited/refunded IMRF coverage If you separated from more than one governmental unit (more than one employer), show all of the governmental units (employers) you worked for and each year that you received a separation refund check from IMRF. You are not required to reinstate all refunded service (to pay back all of your refunds). However, you must list all refunds you received. 4. Elected County Official plan In order to establish service as Elected County Official (ECO) service, you must have previously participated in or be currently participating in IMRF under the ECO plan. In addition, you must have IMRF Form 6.21B, “Election to Contribute under the ECO Plan,” on file with our office and the county under which you opted to participate under the ECO plan must have a standing resolution on file allowing such participation. 5. Member certification Sign and date where indicated. 6. Options for completing Form 6.03: • eFORM — You may submit Form 6.03 online by signing into your IMRF Member Access account and selecting “Secure Online Forms” under the “Tools” tab. To create a Member Access account, visit www.imrf.org/myimrf. • Enterable PDF — You may enter information into the PDF form 6.03 at www.imrf.org. Print, sign, and mail or fax the form to IMRF (contact information below). • Paper form — You may request a paper form be mailed to you by calling 1-800-ASK-IMRF (1-800-275-4673). • IMRF Member Services Representative — You may have a Member Services Representative complete the form for you by calling 1-800-ASK-IMRF (1-800-275-4673). Illinois Municipal Retirement Fund 2211 York Road Suite 500 Oak Brook Illinois 60523-2337 Member Services Representatives 800/ASK-IMRF (1-800-275-4673) Fax (630) 706-4289 IMRF Form 6.03 (Rev. 01/2013) www.imrf.org
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- Page 100 and 101: EXPLANATION AND INCOME TAX INFORMAT
Application for Military Service Credit<br />
<strong>IMRF</strong> Form 6.02J (Rev. 9/2007)<br />
PLEASE PRINT OR TYPE — USE BLACK INK<br />
Exhibit 6E<br />
Page 2 of 2<br />
MEMBER’S FIRST NAME MIDDLE INITIAL LAST JR., SR., II, ETC. SOCIAL SECURITY NUMBER<br />
James M. Rowe<br />
__ __ __ __ __ __ __ __ __<br />
STREET ADDRESS CITY STATE ZIP TELEPHONE NUMBER + AREA CODE<br />
123 Elm Street Anywhere IL 60000<br />
0 0 0 - 0 1 - 1 1 1 1<br />
630-555-1111<br />
CURRENT EMPLOYMENT INFORMATION<br />
NAME OF CURRENT EMPLOYER<br />
City of Anywhere<br />
NAME OF CURRENT RETIREMENT SYSTEM<br />
<strong>IMRF</strong><br />
OPTIONAL: ANTICIPATED RETIREMENT DATE<br />
<strong>IMRF</strong> COVERAGE INFORMATION<br />
IF YOU PREVIOUSLY USED A DIFFERENT NAME, PLEASE INDICATE<br />
DATE OF BIRTH<br />
LIST ALL FORMER <strong>IMRF</strong> EMPLOYERS PERIOD OF EMPLOYMENT (E.G. 9/87 - 3/96)<br />
CHECK ONE (Refer to instructions on previous page)<br />
I am converting my military service to <strong>IMRF</strong> service credit under the following designation:<br />
Military leave prior to <strong>IMRF</strong> participation OR leave interrupted <strong>IMRF</strong> participation, but did not return within 90 days of discharge and/or the<br />
employer has not adopted 6.62 resolution<br />
■x<br />
Illinois law: Service credit during military leave as provided by Public Acts 90-0488 and 95-0486.<br />
Employer has filed resolution (<strong>IMRF</strong> Form 6.63 or 6.63A) with <strong>IMRF</strong>.<br />
Military leave interrupted <strong>IMRF</strong> participation<br />
■ Illinois law: Service credit during military leave as provided by the Illinois Pension Code.<br />
Employer has filed resolution (<strong>IMRF</strong> Form 6.62 or 6.62A) with <strong>IMRF</strong>. Converting military service under the provisions of the Illinois<br />
Pension Code, means that this service will not be used in the computation of a pension or retirement pay from any branch of<br />
the Armed Forces of the United States.<br />
■<br />
Federal law: Service credit during military leave as provided by the Uniformed Services Employment and Re-employment Rights Act.<br />
No employer resolution required.<br />
CERTIFICATION BY MEMBER<br />
I certify that I entered the Armed Forces of the United States on<br />
June 11, 1986<br />
June 10, 1984<br />
DATE<br />
October 18, 1990<br />
and I completed<br />
duty on . I began <strong>IMRF</strong> participation on .<br />
DATE<br />
I have attached documentation from the military attesting to the validity of the dates of my military service.<br />
Choose one:<br />
I wish to establish the service on this application as:<br />
See instructions for eligibility of ECO or SLEP plan.<br />
x<br />
■ Regular Service<br />
■ Elected County Official Service—ECO (See instructions on page 1)<br />
■ SLEP Service (limitations may apply)<br />
■<br />
I have requested pension estimates with and without the additional service credit I intend to purchase (see instructions).<br />
Member’s Signature __________________________________________<br />
November 3, 2007<br />
Date _________________________________________<br />
FOR USE BY <strong>IMRF</strong><br />
CALCULATED AUDITED SJE CODE SERVICE GRANTED<br />
USE BY<br />
<strong>IMRF</strong> Form 6.02J (Rev. 9/2007)<br />
Illinois Municipal Retirement Fund<br />
2211 York Road, Suite 500, Oak Brook Illinois 60523-2337<br />
1-800-ASK-<strong>IMRF</strong> (1-800-275-4673)<br />
www.imrf.org