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

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).

#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

#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

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

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

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

#42	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
#43	DP- 11.PDF	Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#44	DT-11.PDF	Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
#45	DP-ELE.PDF	Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
#46	FST-12.FDF	Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
#47	DP-EXT.PDF	Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
#48	DROP DIRECT ROLLOVER.PDF	DROP to Investment Plan Direct Rollover Form for Former Members
#49	DROP DEPOSIT.PDF	DROP to Investment Plan Direct Rollover Form for Current Members
#50	SA-1.PDF	Spousal Acknowledgement Form

#51

FRS Investment Plan Death Benefit Distribution Claim

PENSION PLAN
#52	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
#53	FR-13.PDF	Application for Disability Retirement - Pension Plan Members Only
#54	FRS-11o.PDF	Option Selection for Disability Retirement - Pension Plan Members Only
#55	SA-1.PDF	Spousal Acknowledgement Form for Pension Plan

INVESTMENT PLAN
#56	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
#57	PR-11o.PDF	Option Selection for Disability Retirement - Investment Plan Members Only
#58	PR-13.PDF	Application for Disability Retirement - Investment Plan Members Only
#59	SA-2.PDF	Spousal Acknowledgement Form for Investment Plan Disability Retirement

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

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

INVESTMENT PLAN
#62		IP ROLLOVER.PDF	FRS Investment Plan Employee Rollover Deposit Form

DROP
#63	DROP DIRECT ROLLOVER.PDF	DROP to Investment Plan Direct Rollover Form for Former Members
#64	DROP DEPOSIT.PDF	DROP to Investment Plan Direct Rollover Form for Current Members

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

PENSION PLAN
#69	Instructions for Establishing an FRS Pension Plan QDRO	Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Pension Plan.
#70	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
#71	FRS Investment Plan QDRO Procedures Guide	Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan.
#72	FRS Investment Plan QDRO Instructions and Model Language Guide	Model language for a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan.

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

PENSION PLAN
#73		FR-9.PDF	Information Request

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

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