Forms

ENROLLMENT FORMS

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

COMMUNITY COLLEGES AND UNIVERSITIES
#8	OCC-2.PDF	Retirement Plan Conversion Form for Community College Optional Retirement (CCORP) Members
#9	OCC-1.PDF	Retirement Plan Choice Form for Community College ORP-Eligible Employees
#10	ORP-16.PDF	Retirement Plan Enrollment Form for State University System ORP-Eligible Employees
#11	ORP-16A.PDF	State University System Optional Retirement Program (SUS/ORP)/ Change Form

BENEFICIARY FORMS

PENSION PLAN
#12	FR-DS-ORP.PDF	Beneficiary Designation Form State University System/State Community College Optional Retirement Program Distribution Statement.
#13	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.
#14	FST-12.PDF	Beneficiary Designation Form (Retired Pension Plan Members Only). Note: Includes DROP participants.

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

SPECIAL RISK FORMS

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

SMSOAP/SUSORP FORMS

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

RETIREMENT FORMS

PENSION PLAN
#25	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
#26	FR-11.PDF	Application for Service Retirement
#27	FRS-11O.PDF	Option Selection for FRS Members
#28	FST-12.PDF	Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
#29	DFS-A1-26R.PDF	Direct Deposit Authorization
#30	W-4P.PDF	Withholding for Pension Payments
#31	ADDCH-1.PDF	Mailing Address Change Request Form (suggested form) - FRS Pension Payment Recipients Only.
#32	BVR-1.PDF	Birth Verification Form (Request for Proof of Age)
#33	FR-23.PDF	Notification of Reemployment for Suspension of Retirement Benefits
#34	FR-23A.PDF	Application to Reactivate Retirement Benefits
#35	SA-1.PDF	Spousal Acknowledgement Form
#36	FRS-M81.PDF	Request for Refund of Employee Contributions

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

TRS AND SCOERS
#42		FST-11O.PDF	Option Selection for TRS and SCOERS Members

DROP FORMS

#43	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
#44	DP- 11.PDF	Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#45	DT-11.PDF	Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#46	DP-ELE.PDF	Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
#47	FST-12.FDF	Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
#48	DP-EXT.PDF	Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
#49	DROP DIRECT ROLLOVER.PDF	DROP to Investment Plan Direct Rollover Form for Former Members
#50	DROP DEPOSIT.PDF	DROP to Investment Plan Direct Rollover Form for Current Members
#51	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.
#52	SA-1.PDF	Spousal Acknowledgement Form

SURVIVOR BENEFIT FORMS

#53

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
#54	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
#55	FR-13.PDF	Application for Disability Retirement - Pension Plan Members Only
#56	FRS-11o.PDF	Option Selection for Disability Retirement - Pension Plan Members Only
#57	SA-1.PDF	Spousal Acknowledgement Form for Pension Plan

INVESTMENT PLAN
#58	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
#59	PR-11o.PDF	Option Selection for Disability Retirement - Investment Plan Members Only
#60	PR-13.PDF	Application for Disability Retirement - Investment Plan Members Only
#61	SA-2.PDF	Spousal Acknowledgement Form for Investment Plan Disability Retirement

PENSION PLAN AND INVESTMENT PLAN
#62		FR-13B.PDF	Physician's Report

ROLLOVER FORMS

PENSION PLAN
#63		PRO-1.PDF	Pretax Direct Rollover Form

INVESTMENT PLAN
#64	IP ROLLOVER.PDF	FRS Investment Plan Employee Rollover Deposit Form
#65	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
#66	DROP DIRECT ROLLOVER.PDF	DROP to Investment Plan Direct Rollover Form for Former Members
#67	DROP DEPOSIT.PDF	DROP to Investment Plan Direct Rollover Form for Current Members
#68	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
#69	FR-28.PDF	Application to Purchase Retirement Credit for a Leave Absence
#70	FR-30.PDF	Verification for In-State or Out-of-State Service Credit
#71	MF-1.PDF	Statement of Military Eligibility
#72	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
#73	Instructions for Establishing an FRS Pension Plan QDRO	Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Pension Plan.
#74	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
#75	FRS Investment Plan QDRO Procedures Guide	Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan.
#76	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
#77		FR-9.PDF	Information Request

INVESTMENT PLAN
#78		COMPLAINT PROCEDURES.PDF	FRS Investment Plan Complaint Procedures

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