You will need to submit information to the Fund at least 90 days before you plan to retire. To process your retirement benefit, you will need the following information:
- application for retirement benefits,
- copy of your birth certificate, registration from the public health department, court decree, or other evidence relating to your date of birth upon board approval, and
- tax withholding forms (state and federal),
- if married, copy of your spouse’s birth certificate, and
- request for direct deposit of your benefit.
You will only be taxed on your benefit payments when you receive your distribution.
Survivor Benefit Application
To process your survivor benefit, you must submit the following information:
- survivor benefit application,
- copy of your marriage certificate and confirmation that the deceased was married to you at the time of death (for surviving spouse claims),
- birth certificates of any survivors, (for surviving child claims) and
- death certificate of deceased member,
- picture ID,
- Social Security card,
- birth certificate of member, if not already on file at INPRS, and
- request for direct deposit of benefits.
Disability Application Requirements
The 1977 Fund application for disability must be signed by you and the chief of your department. It must be completed properly and include the following:
- the local board’s determinations of impairment and the minutes of the hearing of the local board, with an authorized signature,
- the local board’s determination of class of impairment for Fund members hired after Dec. 31, 1989, or who elected to change to disability terms of the 1990 Plan,
- an employer service certification form signed by the Clerk-Treasurer, Controller or Trustee,
- a copy of your birth certificate (if not already submitted), and
- for Pre-1990 Plan members, a copy of the local board duty-related disability determination.
1977 Fund Administrative Process
- The application is reviewed for completeness. The Fund contacts the local board to request more information if required for the application.
- The application file is reviewed by the INPRS Medical Authority.
- The INPRS Medical Authority sends a medical evaluation to INPRS. The evaluation may include a request for more medical records.
- When the medical authority completes its determination, the Fund issues an initial determination letter regarding eligibility for disability. The initial determination letter is sent to the local board, you and your employer.
- You, the local board or your employer may appeal the initial determination issued by INPRS within 15 days of receipt of the determination. The standards of the Indiana Administrative Orders and Procedures Act, IC 4-21.5 should be used to make the determination to appeal.
- If your disability is approved, the Fund will contact the local employer for final pay information. Your disability benefit payments from the Fund (or for converted members, the local unit begins benefit payments) begin after all of your wages and paid leave have been sent to you.
Section Six: Distribution of Member Contributions