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Refund - How to Apply

Home Benefits Refund Benefits Applying for a Refund

 

Requesting a Refund

  1. Contact our office on or immediately following your last day of employment.
  2. An application will be sent to you from the Fund.
  3. Complete the entire application and return to the Fund.
  4. A letter of acknowledgement will be sent upon receipt of your application - if any required documentation is missing, this will be noted on the acknowledgement notice.
  5. The Fund will coordinate with your last place of employment on status and payroll.
  6. Upon completion of the appropriate process, the refund check will be mailed to the members stated address.
A 1099-R will be distributed to the member in January following the year the refund was processed.


 

Additional Important Information

  • To receive a refund, you must have separated from service with County or the Forest Preserve District for a minimum of 30 days.
  • The Fund is required to contact your employer and verify your final payroll before processing any request for a refund.
  • It typically takes 8 weeks to process a request for a refund.
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Questions

If you have any questions about your benefits, please contact us.

 
info@countypension.com
33 North Dearborn, Suite 1000, Chicago, IL 60602
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