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Forms


ENROLLMENT FORMS

PENSION PLAN AND INVESTMENT PLAN
1 ELE-1-EZ (complete online) Online version of the EZ Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
2 ELE-1-EZ.PDF EZ Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
3 ELE-1.PDF General Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
4 ELE-2-EZ (complete online) Online version of the 2nd Election EZ Retirement Plan Enrollment Form
5 ELE-2-EZ.PDF 2nd Election EZ Retirement Plan Enrollment Form
6 ELE-2.PDF 2nd Election Retirement Plan Enrollment Form
7 EOC-1.PDF Elected Officers' Class Retirement Plan Enrollment Form
8 SMS-3.PDF Local Senior Management Service Employees Retirement Plan Enrollment Form

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

BENEFICIARY FORMS

PENSION PLAN
14 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 FST-12.PDF Beneficiary Designation Form (Retired Pension Plan Members Only). Note: Includes DROP participants

INVESTMENT PLAN
16 IPBEN-1.PDF (complete online) Online version of the Beneficiary Designation Form - Investment Plan Members Only (Active and Retired)
17 IPBEN-1.PDF Beneficiary Designation Form - Investment Plan Members Only (Active and Retired)

SPECIAL RISK FORMS

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

SMSOAP/SUSORP FORMS

24 OAP-CHANGE.PDF SMSOAP Change Form
25 OAP-REFUND.PDF SMSOAP Application for Refund of Voluntary Employee Contributions Only
26 OAP-RETIRE.PDF SMSOAP Application for Retirement and Initial Distribution Statement
27 OAP-RMD.PDF SMSOAP Application for Required Minimum Distribution Authorization
28 ORP-2A.PDF SUSORP Retirement Conversion Form
29 ORP-REFUND-1.PDF SUSORP Application for Refund of Voluntary Employee Contributions Only
30 ORP-RETIRE-1.PDF SUSORP Application for Retirement and Retirement Distribution
31 ORP-RMD-1.PDF SUSORP Application for Required Minimum Distribution Authorization

RETIREMENT FORMS

PENSION PLAN
32 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
33 FR-11.PDF Application for Service Retirement
34 FRS-11o.PDF Option Selection for FRS Members
35 SA-1.PDF Spousal Acknowledgement Form
36 FRS-TAR FRS Pension Plan Termination and Reemployment After Retirement
37 FST-12.PDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
38 W-4P.PDF Withholding for Pension Payments
39 ADDCH-1.PDF Mailing Address Change Request Form (suggested form) - (FRS Pension Payment Recipients Only)
40 BVR-1.PDF Birth Verification Form (Request for Proof of Age)
41 FR-23.PDF Notification of Reemployment for Suspension of Retirement Benefits
42 FR-23A.PDF Application to Reactivate Retirement Benefits
43 Refund Packet Packet containing the form needed for Pension Plan members to apply for a refund of employee contributions (Form FRS-M81) and a Special Tax Notice on pre-tax refunds
44 FRS-M81.PDF Request for Refund of Employee Contributions
INVESTMENT PLAN
Investment Plan Termination/Distribution Forms
45 TERMINATION KIT.PDF MyFRS Termination Kit - FRS Investment Plan Special Tax Notice and Distribution Options
46 ETF-2.PDF FRS Investment Plan Employment Termination Form
47 SPECIAL TAX NOTICE.PDF Special Tax Notice
TRS AND SCOERS
48 FST-11O.PDF Option Selection for TRS and SCOERS Members

HEALTH INSURANCE SUBSIDY FORMS

Pension Plan
49 HIS-1.PDF FRS Health Insurance Subsidy Certification for Pension Plan Members
Investment Plan
50 HIS Packet Packet containing all the forms needed for Investment Plan members to apply for the Health Insurance Subsidy including the HIS-IP and HIS-IP-2
51 HIS-IP.PDF FRS Application for Health Insurance Subsidy for Investment Plan Members
52 HIS-IP-2.PDF FRS Health Insurance Subsidy Certification for Investment Plan Members
53 FRS-IP-TAR FRS Investment Plan Termination and Reemployment After Receiving the Health Insurance Subsidy Benefit

DROP FORMS

54 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
55 DP- 11.PDF Application for Service Retirement and the Deferred Retirement Option Program (DROP)
56 DT-11.PDF Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
57 DP-ELE.PDF Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
58 FST-12.PDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
59 DP-EXT.PDF Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
60 IPDROP-RO-1.PDF DROP to Investment Plan Direct Rollover Form for Former Members
61 IPDROP-AD-1.PDF DROP to Investment Plan Direct Rollover Form for Current Members
62 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.
63 SA-1.PDF Spousal Acknowledgement Form

SURVIVOR BENEFIT FORMS

64 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
65 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
66 FR-13.PDF Application for Disability Retirement (Pension Plan Members Only)
67 FRS-11o.PDF Option Selection for Disability Retirement (Pension Plan Members Only)
68 SA-1.PDF Spousal Acknowledgement Form for Pension Plan
INVESTMENT PLAN
69 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
70 PR-11o.PDF Option Selection for Disability Retirement (Investment Plan Members Only)
71 PR-13.PDF Application for Disability Retirement (Investment Plan Members Only)
72 SA-2.PDF Spousal Acknowledgement Form for Investment Plan Disability Retirement
PENSION PLAN AND INVESTMENT PLAN
73 FR-13B.PDF Physician's Report

ROLLOVER FORMS

PENSION PLAN
74 PRO-1.PDF Pretax Direct Rollover Form
INVESTMENT PLAN
75 IPRO-1.PDF FRS Investment Plan Employee Rollover Deposit Form
76 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
77 IPDROP-RO-1.PDF DROP to Investment Plan Direct Rollover Form for Former Members
78 IPDROP-AD-1.PDF DROP to Investment Plan Direct Rollover Form for Current Members
79 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
80 FR-28.PDF Application to Purchase Retirement Credit for a Leave Absence
81 FR-30.PDF Verification for In-State or Out-of-State Service Credit
82 MF-1.PDF Statement of Military Eligibility
83 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
84 Establishing an FRS Pension Plan QDRO Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Pension Plan
INVESTMENT PLAN
85 FRS Investment Plan QDRO Procedures Guide Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan
86 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
87 FR-9.PDF Information Request
INVESTMENT PLAN
88 COMPLAINT PROCEDURES.PDF FRS Investment Plan Complaint Procedures

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