A third party cannot receive information about a CTPF member, survivor, or beneficiary’s account or make any changes to a member’s account without the proper authorization. The member, survivor, or beneficiary must remain the payee on the account, in accordance with the Illinois Pension Code.
To become an authorized third party for a member, survivor, or beneficiary, please provide one of the below documents (you must also provide a copy of your federal or state issued ID along with any of the below required documents or forms):
- Power of Attorney (POA)
- POA for Health Care: An authorized Agent through a POA for Health Care may receive information, make elections, and make changes to a health insurance account. The Agent for a POA for Health Care may not receive any other information regarding an account, or make any other elections or changes to an account.
- POA for Property or Finance: An authorized Agent through a POA for Property or Finance may receive information, make elections, and make changes on an account, unless the POA restricts the Agent’s authority. The POA must give the Agent expressed authority to change the designated beneficiaries on an account.
- If a POA was signed over a year from the date CTPF receives the POA and/or the POA was signed out of state, then CTPF must also receive an Affidavit of Attorney in Fact from the Agent named in the POA.
- Letters of Office for Guardianship/Conservatorship
- A Guardian may have authority to receive and make changes to an account. CTPF must receive an original certified copy of the Letters of Office for Guardianship/Conservatorship. A certified copy can be obtained through the Clerk’s Office of the County the Letters of Office were issued by.
- Guardian of the Estate: If the Guardian is a Guardian of the Estate, the Guardian may receive any information and make most elections and changes to the account, unless the Guardianship Order restricts the Guardian’s authority or unless otherwise restricted by law.
- Guardian of the Person: If the Guardian is a Guardian of the Person, the Guardian may receive health insurance information, make health insurance changes, and make address changes on the account. The Guardian is prohibited from making any other changes without being appointed as Guardian of the Estate.
- Confidential Information Release Authorization (CIRA): A member, survivor, or beneficiary may designate and authorize through a Form 910: CIRA a person to receive information regarding their account or to speak to CTPF about their account. A CIRA does not authorize a person to make any elections or changes to an account.