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 2022 federal and state income tax returns.

Your 1099-R will show the gross amount of benefits you received from IMRF in 2022. This form will also show the federal income tax withheld from your benefit payments and, for most people, the taxable portion of your benefit.

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

Don’t have a Member Access account, click here to create one.

IMRF’s Strategic Plan is an actionable way to reach our goals. The strategic plan provides specific targets we can aspire to over the next three years and a process for continuous evaluation and course correction when needed.

Workforce engagement strategies empower and educate IMRF staff enabling them to be more effective in carrying out the customer engagement and operational excellence strategies to best meet the needs of our retirees. Workforce engagement strategies also enable IMRF to attract and retain highly skilled, successful investment services and financial services staff members to execute the strategies that ensure the financial health of the organization, which in turn guarantees the financial security of our retirees.

IMRF first implemented its formal strategic planning process in 2005. Strategic planning is ongoing, with a formal 12-step process that results in a re-examined and adjusted version of the strategic plan being released every 3 years.

For more information about IMRF’s 2023-2025 Strategic Plan, click here.

The IRS has released the 2023 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.

To update your tax withholding online, log into Member Access. After you log in, go to the Quick Links section in the right column of the home page, and click on Change Tax Withholding.

If you do not already have a Member Access account, you will need a registration key to create one. To get your registration key, you can either call 1-800-ASK-IMRF (275-4673) and ask for the key from your current Statement of Benefits, or you can click here and choose NO to request that a new registration key be mailed to you.