Forms


Enrollment | Beneficiary | Special Risk | SMSOAP/SUSORP | Retirement | DROP | Survivor Benefit | Disability | Rollover | Creditable Service | QDROs | Employers | Miscellaneous | Tips & Techniques

ENROLLMENT FORMS


PENSION PLAN AND INVESTMENT PLAN
#1 Adobe PDF icon ELE-1-EZ.PDF EZ Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
#2 Adobe PDF icon ELE-1.PDF Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
#3 Adobe PDF icon ELE-2.PDF 2nd Election Retirement Plan Enrollment Form
#4 Adobe PDF icon ELE-2-EZ.PDF EZ 2nd Election Retirement Plan Enrollment Form
#5 Adobe PDF icon EOC-1.PDF Retirement Plan Enrollment Form for Elected Officer's Class Employees
#6 Adobe PDF icon SMS-1.PDF Retirement Plan Enrollment Form for State Senior Management Service Employees
#7 Adobe PDF icon SMS-3.PDF Retirement Plan Enrollment Form for Local Senior Management Service Employees

COMMUNITY COLLEGES AND UNIVERSITIES
#8 Adobe PDF icon OCC-2.PDF Retirement Plan Conversion Form for Community College Optional Retirement (CCORP) Members
#9 Adobe PDF icon OCC-1.PDF Retirement Plan Choice Form for Community College ORP-Eligible Employees
#10 Adobe PDF icon ORP-ENROLL.PDF Retirement Plan Enrollment Form for State University System ORP-Eligible Employees
#11 Adobe PDF icon ORP-MAND.PDF Retirement Plan Enrollment Form for State University System ORP-Mandatory Employees
#12 Adobe PDF icon ORP-CHANGE.PDF State University System Optional Retirement Program (SUSORP)-Change Form


BENEFICIARY FORMS


PENSION PLAN
#13 Adobe PDF icon FR-DS-ORP.PDF Beneficiary Designation Form State University System/State Community College Optional Retirement Program Distribution Statement.
#14 Adobe PDF icon BEN-001.PDF Beneficiary Designation Form (Active Pension Plan Members Only) (NOTE: If you are already receiving monthly FRS benefits or you are currently participating in DROP, please use Form FST-12.
#15 Adobe PDF icon FST-12.PDF Beneficiary Designation Form (Retired Pension Plan Members Only). Note: Includes DROP participants.

INVESTMENT PLAN
#16 Adobe PDF icon IP BENEFICIARY.PDF Beneficiary Designation Form - Investment Plan Members Only (Active and Retired).


SPECIAL RISK FORMS


#17 Adobe PDF icon FRS-400.PDF Application for Special Risk Members
#18 Adobe PDF icon FRS-401.PDF Special Risk Credit for Past Service
#19 Adobe PDF icon FRS-402.PDF Application for Special Risk Equivalent Credit
#20 Adobe PDF icon FRS-404.PDF Application for Special Risk Administrative Support Class
#21 Adobe PDF icon FRS-405.PDF Application for Special Risk Membership - Firefighters/Paramedics/EMTs
#22 Adobe PDF icon FRS-415.PDF Application for Special Risk Class Membership - Forensic Discipline, Effective July 1, 2008


SMSOAP/SUSORP FORMS


#23 Adobe PDF icon OAP-ETF.PDF Supplemental Statement for Distributions for SMSOAP
#24 Adobe PDF icon ORP-ETF.PDF Supplemental Statement for Distributions for SUSORP
#25 Adobe PDF icon FR-SUSORP.PDF Verification of State University Optional Retirement System Service Dates


RETIREMENT FORMS


PENSION PLAN
#26 Adobe PDF icon Service Retirement Forms Packet Packet containing all the forms needed to apply for Service Retirement including the FR-11, the FRS-11o and the SA-1
#27 Adobe PDF icon FR-11.PDF Application for Service Retirement
#28 Adobe PDF icon FRS-11O.PDF Option Selection for FRS Members
#29 Adobe PDF icon FST-12.PDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
#30 Adobe PDF icon DFS-A1-26R.PDF Direct Deposit Authorization
#31 Adobe PDF icon W-4P.PDF Withholding for Pension Payments
#32 Adobe PDF icon ADDCH-1.PDF Mailing Address Change Request Form (suggested form) - FRS Pension Payment Recipients Only.
#33 Adobe PDF icon BVR-1.PDF Birth Verification Form (Request for Proof of Age)
#34 Adobe PDF icon FR-23.PDF Notification of Reemployment for Suspension of Retirement Benefits
#35 Adobe PDF icon FR-23A.PDF Application to Reactivate Retirement Benefits
#36 Adobe PDF icon SA-1.PDF Spousal Acknowledgement Form
#37 Adobe PDF icon FRS-M81.PDF Request for Refund of Employee Contributions

INVESTMENT PLAN
Investment Plan Termination/Distribution Forms
#38 Adobe PDF icon TERMINATION KIT.PDF MyFRS Termination Kit - FRS Investment Plan Special Tax Notice and Distribution Options
#39 Adobe PDF icon EMPLOYMENT TERMINATION FORM.PDF FRS Investment Plan Employment Termination Form
#40 Adobe PDF icon SPECIAL TAX NOTICE.PDF Special Tax Notice
Investment Plan Miscellaneous Retirement Forms
#41 Adobe PDF icon HIS-IP.PDF FRS Application for Health Insurance Subsidy for Investment Plan Members
#42 Adobe PDF icon HIS-IP-2.PDF FRS Health Insurance Subsidy Certification for Investment Plan Members

TRS AND SCOERS
#43 Adobe PDF icon FST-11O.PDF Option Selection for TRS and SCOERS Members


DROP FORMS


#44 Adobe PDF icon DROP Retirement Forms Packet Packet containing all the forms needed to apply for DROP including the DP-11, the DP-ELE, the FRS-11o and the SA-1
#45 Adobe PDF icon DP- 11.PDF Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#46 Adobe PDF icon DT-11.PDF Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#47 Adobe PDF icon DP-ELE.PDF Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
#48 Adobe PDF icon FST-12.FDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
#49 Adobe PDF icon DP-EXT.PDF Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
#50 Adobe PDF icon DROP DIRECT ROLLOVER.PDF DROP to Investment Plan Direct Rollover Form for Former Members
#51 Adobe PDF icon DROP DEPOSIT.PDF DROP to Investment Plan Direct Rollover Form for Current Members
#52 Adobe PDF icon KEEP YOUR DROP IN THE FRS This flyer explains how you can roll over your DROP lump sum into the FRS Investment Plan and take advantage of the low cost investment products offered in the Investment Plan.
#53 Adobe PDF icon SA-1.PDF Spousal Acknowledgement Form


SURVIVOR BENEFIT FORMS


#54 Adobe PDF icon DEATH BENEFIT INFORMATION NOTICE.PDF FRS Investment Plan Death Benefit Information Notice
[Remember to contact the Investment Plan Administrator at 1-866-446-9377, Option 4 (TRS 711) to report the death of a member.]


DISABILITY FORMS


PENSION PLAN
#55 Adobe PDF icon Disability Retirement Forms Packet - Pension Plan Packet containing all the forms needed for Pension Plan members to apply for Disability Retirement including the FR-13, FR-13a, FR-13b, FRS-11o and SA-1
#56 Adobe PDF icon FR-13.PDF Application for Disability Retirement - Pension Plan Members Only
#57 Adobe PDF icon FRS-11o.PDF Option Selection for Disability Retirement - Pension Plan Members Only
#58 Adobe PDF icon SA-1.PDF Spousal Acknowledgement Form for Pension Plan

INVESTMENT PLAN
#59 Adobe PDF icon Disability Retirement Forms Packet - Investment Plan Packet containing all the forms needed for Investment Plan members to apply for Disability Retirement including the PR-13, FR-13a, FR-13b, PR-11o and SA-2
#60 Adobe PDF icon PR-11o.PDF Option Selection for Disability Retirement - Investment Plan Members Only
#61 Adobe PDF icon PR-13.PDF Application for Disability Retirement - Investment Plan Members Only
#62 Adobe PDF icon SA-2.PDF Spousal Acknowledgement Form for Investment Plan Disability Retirement

PENSION PLAN AND INVESTMENT PLAN
#63 Adobe PDF icon FR-13B.PDF Physician's Report


ROLLOVER FORMS


PENSION PLAN
#64 Adobe PDF icon PRO-1.PDF Pretax Direct Rollover Form

INVESTMENT PLAN
#65 Adobe PDF icon IP ROLLOVER.PDF FRS Investment Plan Employee Rollover Deposit Form
#66 Adobe PDF icon THINK TWICE BEFORE ROLLING OUT.PDF Know the benefits you may be giving up if you roll your Investment Plan account over to another retirement plan

DROP
#67 Adobe PDF icon DROP DIRECT ROLLOVER.PDF DROP to Investment Plan Direct Rollover Form for Former Members
#68 Adobe PDF icon DROP DEPOSIT.PDF DROP to Investment Plan Direct Rollover Form for Current Members
#69 Adobe PDF icon KEEP YOUR DROP IN THE FRS This flyer explains how you can roll over your DROP lump sum into the FRS Investment Plan and take advantage of the low cost investment products offered in the Investment Plan.


CREDITABLE SERVICE FORMS


PENSION PLAN
#70 Adobe PDF icon FR-28.PDF Application to Purchase Retirement Credit for a Leave Absence
#71 Adobe PDF icon FR-30.PDF Verification for In-State or Out-of-State Service Credit
#72 Adobe PDF icon MF-1.PDF Statement of Military Eligibility
#73 Adobe PDF icon MF-2.PDF Statement of Military Eligibility to Purchase Military Service Under the Out-Of-State Provisions of Section 121.1115, F.S

QDROs


PENSION PLAN
#74 Adobe PDF icon Instructions for Establishing an FRS Pension Plan QDRO Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Pension Plan.
#75 Adobe PDF icon Model Judicial Orders for FRS Pension Plan QDROs : Generic Version (PDF)
Alternate Payee is Former Wife (PDF)
Alternate Payee is Former Husband (PDF)

INVESTMENT PLAN
#76 Adobe PDF icon FRS Investment Plan QDRO Procedures Guide Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan.
#77 Adobe PDF icon FRS Investment Plan QDRO Instructions and Model Language Guide Model language for a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan.


EMPLOYER FORMS


Forms to be used only by employers are located on the Employer Home page.


MISCELLANEOUS FORMS


PENSION PLAN
#78 Adobe PDF icon FR-9.PDF Information Request

INVESTMENT PLAN
#79 Adobe PDF icon COMPLAINT PROCEDURES.PDF FRS Investment Plan Complaint Procedures


Tips & Techniques


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