Enrollment | Beneficiary | Special Risk |
Senior Management Service Class | SMSOAP/SUSORP |
Retirement | DROP | Survivor Benefit |
Disability | Rollover | Creditable Service | QDROs |
Miscellaneous | Tips & Techniques
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ENROLLMENT FORMS
| PENSION PLAN AND INVESTMENT PLAN |
| #1 |
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ELE-1-EZ.PDF |
EZ Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees |
| #2 |
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ELE-1.PDF |
Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees |
| #3 |
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ELE-2.PDF |
2nd Election Retirement Plan Enrollment Form |
| #4 |
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ELE-2-EZ.PDF |
EZ 2nd Election Retirement Plan Enrollment Form |
| #5 |
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EOC-1.PDF |
Retirement Plan Enrollment Form for Elected Officer's Class Employees |
| #6 |
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SMS-1.PDF |
Retirement Plan Enrollment Form for State Senior Management Service Employees |
| #7 |
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SMS-3.PDF |
Retirement Plan Enrollment Form for Local Senior Management Service Employees |
| #8 |
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CERT.PDF |
New Employee Certification Form |
| COMMUNITY COLLEGES AND UNIVERSITIES |
| #9 |
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OCC-2.PDF |
Retirement Plan Conversion Form for Community College Optional Retirement (CCORP) Members |
| #10 |
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OCC-1.PDF |
Retirement Plan Choice Form for Community College ORP-Eligible Employees |
| #11 |
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ORP-16.PDF |
Retirement Plan Enrollment Form for State University System ORP-Eligible Employees |
| #12 |
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ORP-16A.PDF |
State University System Optional Retirement Program (SUS/ORP)/ Change Form |
| #13 |
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ORP-2.PDF |
Retirement Plan Conversion Form for State University System Optional Retirement Program Members (includes cover letter) |
| #14 |
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CERT.PDF |
New Employee Certification Form |
BENEFICIARY FORMS
| PENSION PLAN |
| #15 |
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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. |
| #16 |
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FST-12.PDF |
Beneficiary Designation Form (Retired Pension Plan Members Only). Note: Includes DROP participants. |
| INVESTMENT PLAN |
| #17 |
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IP BENEFICIARY.PDF |
Beneficiary Designation Form - Investment Plan Members Only (Active and Retired). |
SPECIAL RISK FORMS
| #18 |
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FRS-400.PDF |
Application for Special Risk Members |
| #19 |
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FRS-401.PDF |
Special Risk Credit for Past Service |
| #20 |
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FRS-402.PDF |
Application for Special Risk Equivalent Credit |
| #21 |
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FRS-404.PDF |
Application for Special Risk Administrative Support Class |
| #22 |
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FRS-405.PDF |
Application for Special Risk Membership - Firefighters/Paramedics/EMTs |
| #23 |
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FRS-415.PDF |
Application for Special Risk Class Membership - Forensic Discipline, Effective July 1, 2008 |
SENIOR MANAGEMENT SERVICE CLASS FORMS
| #24 |
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SMSD-1.PDF |
Senior Management Service Class Designated Position Form |
SMSOAP/SUSORP FORMS
| #25 |
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OAP-ETF.PDF |
Supplemental Statement for Distributions for SMSOAP |
| #26 |
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ORP-ETF.PDF |
Supplemental Statement for Distributions for SUSORP |
| #27 |
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FR-SUSORP.PDF |
Verification of State University Optional Retirement System Service Dates |
RETIREMENT FORMS
| PENSION PLAN |
| #28 |
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FR-11.PDF |
Application for Service Retirement |
| #29 |
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FC-1.PDF |
Salary Certification |
| #30 |
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FRS-11O.PDF |
Option Selection for FRS Members |
| #31 |
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FST-12.PDF |
Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants |
| #32 |
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DFS-A1-26R.PDF |
Direct Deposit Authorization |
| #33 |
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W-4P.PDF |
Withholding for Pension Payments |
| #34 |
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ADDCH-1.PDF |
Mailing Address Change Request Form (suggested form) - FRS Pension Payment Recipients Only. |
| #35 |
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BVR-1.PDF |
Birth Verification Form (Request for Proof of Age) |
| #36 |
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FR-23.PDF |
Notification of Reemployment for Suspension of Retirement Benefits |
| #37 |
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FR-23A.PDF |
Application to Reactivate Retirement Benefits |
| TRS AND SCOERS |
| #44 |
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FST-11O.PDF |
Option Selection for TRS and SCORES Members |
DROP FORMS
| #45 |
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DP-11.PDF |
Application for Service Retirement and the Deferred Retirement Option Program (DROP) |
| #46 |
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DT-11.PDF |
Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP) |
| #47 |
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DP-ELE.PDF |
Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment |
| #48 |
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FST-12.FDF |
Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants |
| #49 |
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DP-EXT.PDF |
Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel |
| #50 |
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DROP DIRECT ROLLOVER.PDF |
DROP to Investment Plan Direct Rollover Form for Former Members |
| #51 |
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DROP DEPOSIT.PDF |
DROP to Investment Plan Direct Rollover Form for Current Members |
SURVIVOR BENEFIT FORMS
DISABILITY FORMS
| PENSION PLAN |
| #53 |
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FR-13.PDF |
Application for Disability Retirement - Pension Plan Members Only |
| INVESTMENT PLAN |
| #54 |
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PR-13.PDF |
Application for Disability Retirement - Investment Plan Members Only |
| PENSION PLAN AND INVESTMENT PLAN |
| #55 |
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FR-13A.PDF |
Statement of Disability by Employer |
| #56 |
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FR-13B.PDF |
Physician's Report |
ROLLOVER FORMS
| PENSION PLAN |
| #57 |
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PRO-1.PDF |
Pretax Direct Rollover Form |
| INVESTMENT PLAN |
| #58 |
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IP ROLLOVER.PDF |
FRS Investment Plan Employee Rollover Deposit Form |
CREDITABLE SERVICE FORMS
| PENSION PLAN |
| #61 |
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FR-28.PDF |
Application to Purchase Retirement Credit for a Leave Absence |
| #62 |
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FR-30.PDF |
Verification for In-State or Out-of-State Service Credit |
| #63 |
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MF-1.PDF |
Statement of Military Eligibility |
| #64 |
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MF-2.PDF |
Statement of Military Eligibility to Purchase Military Service Under the Out-Of-State Provisions of Section 121.1115, F.S |
| #65 |
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WC-1.PDF |
Certification of Worker's Compensation |
QDROs
MISCELLANEOUS FORMS
| PENSION PLAN |
| #69 |
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FR-9.PDF |
Information Request |
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