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State Board of Administration and Division of Retirement Public Records PolicyThe State Board of Administration of Florida (SBA) is responsible for maintaining member records relevant to the Investment Plan. The Division of Retirement (Division) within the Florida Department of Management Services is responsible for maintaining agency and member records relevant to the Pension Plan and certain records for the Investment Plan.
All retirement records are available to the public pursuant to Florida's Public Records Law, Chapter 119, Florida Statutes, with the exception of those records specifically exempted by law under ss. 121.031(5), 121.4501(19) and 119.071, Florida Statutes.
Records exempt from disclosure include:
- Lists of retirees' names with their addresses;
- Social Security numbers of current and former members;
- All personal identifying information (e.g., name, Social Security number, account balances, asset allocation, etc.) regarding a participant in the FRS Investment Plan; and
- Personal identifying information contained in the records of members (and that may also cover their spouses and children), employed in certain occupational groups specified in s. 119.071, provided the covered member submits a written request for maintenance of the exemption claimed to the Division or the SBA.
The Division and SBA maintain files by member name and Social Security number. When making a request for records, you should provide your name and the last four numbers of your Social Security number. For Pension Plan members, you may visit the offices of the Division to see the record, have it read to you over the telephone, or have a copy forwarded to you by mail. For Investment Plan members, contact the SBA at the address listed below.
When complying with a request, the Division or SBA will not produce or generate information that does not already exist in the Division's or SBA's records or a member's retirement account file. Consequently, the Division, for example, would not provide an estimate of an FRS member's retirement benefit unless that information has already been provided to the member.
Requests to review records or obtain copies of records may be made to either or both of the following, depending on which records are being requested:
DEPARTMENT OF MANAGEMENT SERVICES
DIVISION OF RETIREMENT
PO BOX 9000
TALLAHASSEE, FL 32315-9000
Email: REP@DMS.FL.Gov
OR
NELL BOWERS
STATE BOARD OF ADMINISTRATION
1801 HERMITAGE BOULEVARD, SUITE 100
TALLAHASSEE, FL 32308
Email: PublicRecords@sbafla.com
Social Security Numbers and Public Records Law Exemption
Investment Plan member records are filed according to the member's Social Security number. The SBA utilizes, in its transactions with members, the member Social Security numbers that have been collected and provided by member's employers because it is imperative for the SBA to have the ability to identify Investment Plan members properly and definitively.
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