Once you log into Member Access, an alert at the top of your Member Access home page will take you right to your new 1099-R. You will need your 1099-R tax statement when filling out your 2023 federal and state income tax returns.

Your 1099-R will show the gross amount of benefits you received from IMRF in 2023. This form will also show the federal income tax withheld from your benefit payments and, for most people, the taxable portion of your benefit.

Your 1099-R tax statement will also be mailed to your home in the second half of January.

For more information on your 1099-R, click here.

Sue Stanish has been re-elected as Executive Trustee. IMRF Employers voted in the Executive Trustee election this fall, and the Board certified the results of the election at their meeting on Friday, December 15.

Stanish, Director of Finance for the Naperville Park District, has served on the IMRF Board for the past 10 years. She served as Board Vice President in 2016, Board President in 2017, Board Secretary in 2021, and has been the chairperson or vice chairperson of multiple IMRF committees including the Investment Committee, Audit Committee, and Legislative Committee.

Her new term will run from January 1, 2024, through December 31, 2028.

Read more here.

2024 Board Officers

IMRF's Board of Trustees elected their 2024 Board Officers. Peter Stefan is President, Louis Kosiba is Vice President, and Sue Stanish is Secretary.

Employee Trustee Peter Stefan has served on the Board since 2021 and is Finance Director/

Treasurer of the Village of Lake in the Hills.

Annuitant Trustee Louis Kosiba has served on the Board since 2021. He is the retired Executive Director of IMRF. 

Executive Trustee Sue Stanish has served on the Board since 2014 and is the Director of Finance for the Naperville Park District.

The IRS has released the 2024 W-4P form. As an IMRF retiree, you need the W-4P to establish or change tax withholding from your benefits payments.

If you already have a W-4P on file with IMRF, you do not need to submit a new form unless you want to change your tax withholding. If you do not file a new W-4P, IMRF will compute your withholding based on the information from the existing W-4P we have on file.

The quickest and easiest way to file W-4P tax withholding information is through our secure Member Access. See the box below for details.

If you prefer to complete a paper form, a pdf of the W-4P form is also available for download here.

If you are unsure about the correct withholding amount, please consult your tax advisor. IMRF staff are not trained tax advisors and are not able to assist in completing the W-4P form.