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Exhibit 6L Purchasing Past Service (Form 6.08A) Tax-deferred Payroll Deduction Program Questions? Call 1-800-ASK-IMRF (1-800-275-4673) Is it the right choice for you? IMF members who are actively
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How to fill out exhibit 6l - imrf
How to fill out exhibit 6l - imrf:
01
Start by obtaining the necessary form from the Illinois Municipal Retirement Fund (IMRF) website or office.
02
In the header section, provide your personal information, including your name, address, and social security number.
03
Proceed to the "Employer Information" section and enter the name and address of your current employer.
04
If applicable, fill in the "Previous Employer Information" section with the details of any previous employers participating in the IMRF.
05
In the "Date of Membership" field, provide the date you first became an IMRF member.
06
Next, indicate your IMRF Tier status by selecting the appropriate box for Tier 1 or Tier 2.
07
In the "Membership Credits" section, record the total number of service and optional service credits you have accumulated.
08
If you have any additional service credits outside of IMRF, disclose them under the "Other Service Credits" section.
09
Complete the "Beneficiary Information" section by listing the primary and secondary beneficiaries for your IMRF benefits.
10
Read and sign the certification statement at the bottom of the form, confirming the accuracy of the provided information.
11
Make a copy of the completed form for your records and submit the original to the IMRF.
Who needs exhibit 6l - imrf:
01
Any individual who is a member of the Illinois Municipal Retirement Fund (IMRF) and needs to update or provide their personal and employment information.
02
Employees who have changed employers and need to add or update their previous employer(s) participating in the IMRF.
03
IMRF members who have accumulated service credits or other service credits outside of the IMRF and wish to report them.
04
Individuals who want to designate or change their primary and secondary beneficiaries for their IMRF benefits.
Note: It is advisable to consult the IMRF guidelines or seek assistance from the IMRF office or a professional if you have any uncertainties or need further clarification when filling out exhibit 6l - imrf.
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What is exhibit 6l - imrf?
Exhibit 6l - imrf is a form that discloses information regarding an investment manager's related person transactions.
Who is required to file exhibit 6l - imrf?
Investment managers are required to file exhibit 6l - imrf.
How to fill out exhibit 6l - imrf?
Exhibit 6l - imrf should be filled out by providing details of any related person transactions, as per the instructions provided.
What is the purpose of exhibit 6l - imrf?
The purpose of exhibit 6l - imrf is to ensure transparency and disclosure of potential conflicts of interest related to investment manager transactions.
What information must be reported on exhibit 6l - imrf?
On exhibit 6l - imrf, investment managers must report details of related person transactions that may raise conflicts of interest.
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