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Forms


ENROLLMENT FORMS

PENSION PLAN AND INVESTMENT PLAN
1 ELE-1 (complete online) Online version of the General 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 (complete online) Online version of the 2nd Election 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 (complete online) Online version of the Elected Officers' Class Retirement Plan Enrollment Form
8 EOC-1.PDF Elected Officers' Class Retirement Plan Enrollment Form
9 SMS-3 (complete online) Online version of the Senior Management Service Class Retirement Plan Enrollment Form
10 SMS-3.PDF Senior Management Service Class Retirement Plan Enrollment Form

COMMUNITY COLLEGES AND UNIVERSITIES
11 OCC-2.PDF State Community College System Optional Retirement Program (SCCSORP) Retirement Plan Conversion Form
12 OCC-1 (complete online) Online version of the State Community College System Optional Retirement Program (SCCSORP) Enrollment Form
13 OCC-1.PDF State Community College System Optional Retirement Program (SCCSORP) Enrollment Form
14 ORP-ENROLL-1.PDF Retirement Plan Enrollment Form for State University System ORP-Eligible Employees
15 ORP-MAND-1.PDF Retirement Plan Enrollment Form for State University System ORP-Mandatory Employees
16 ORP-CHANGE-1.PDF State University System Optional Retirement Program (SUSORP) Change Form

BENEFICIARY FORMS

PENSION PLAN
17 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)
18 FST-12.PDF Beneficiary Designation Form (Retired Pension Plan Members Only). Note: Includes DROP participants

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

SPECIAL RISK FORMS

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

SMSOAP/SUSORP FORMS

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

RETIREMENT FORMS

PENSION PLAN
35 Service Retirement (Online) Applying for Service Retirement by logging in to your FRS Online account.
36 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
37 FR-11.PDF Application for Service Retirement
38 FRS-11o.PDF Option Selection for FRS Members
39 SA-1.PDF Spousal Acknowledgement Form
40 FRS-TAR FRS Pension Plan Termination and Reemployment After Retirement
41 FST-12.PDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
42 W-4P.PDF Withholding for Pension Payments
43 ADDCH-1.PDF Mailing Address Change Request Form (suggested form) - (FRS Pension Payment Recipients Only)
44 BVR-1.PDF Birth Verification Form (Request for Proof of Age)
45 FR-23.PDF Notification of Reemployment for Suspension of Retirement Benefits
46 FR-23A.PDF Application to Reactivate Retirement Benefits
47 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
48 FRS-M81.PDF Request for Refund of Employee Contributions
INVESTMENT PLAN
Investment Plan Termination/Distribution Forms
49 TERMINATION KIT.PDF MyFRS Termination Kit - FRS Investment Plan Special Tax Notice and Distribution Options
50 ETF-2.PDF FRS Investment Plan Employment Termination Form
51 SPECIAL TAX NOTICE.PDF Special Tax Notice
TRS AND SCOERS
52 FST-11O.PDF Option Selection for TRS and SCOERS Members

HEALTH INSURANCE SUBSIDY FORMS

Pension Plan
53 HIS-1.PDF FRS Health Insurance Subsidy Certification for Pension Plan Members
Investment Plan
54 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
55 HIS-IP.PDF FRS Application for Health Insurance Subsidy for Investment Plan Members
56 HIS-IP-2.PDF FRS Health Insurance Subsidy Certification for Investment Plan Members
57 FRS-IP-TAR FRS Investment Plan Termination and Reemployment After Receiving the Health Insurance Subsidy Benefit

DROP FORMS

58 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
59 DP- 11.PDF Application for Service Retirement and the Deferred Retirement Option Program (DROP)
60 DT-11.PDF Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
61 DP-ELE.PDF Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
62 FST-12.PDF Beneficiary Designation Form (Retired Members Only) Note: Includes DROP participants
63 DP-EXT.PDF Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
64 IPDROP-RO-1.PDF DROP to Investment Plan Direct Rollover Form for Former Members
65 IPDROP-AD-1.PDF DROP to Investment Plan Direct Rollover Form for Current Members
66 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.
67 SA-1.PDF Spousal Acknowledgement Form
68 FRS-11o FRS Pension Plan Option Selection for Members

SURVIVOR BENEFIT FORMS

69 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
70 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
71 FR-13.PDF Application for Disability Retirement (Pension Plan Members Only)
72 FRS-11o.PDF Option Selection for Disability Retirement (Pension Plan Members Only)
73 SA-1.PDF Spousal Acknowledgement Form for Pension Plan
INVESTMENT PLAN
74 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
75 PR-11o.PDF Option Selection for Disability Retirement (Investment Plan Members Only)
76 PR-13.PDF Application for Disability Retirement (Investment Plan Members Only)
77 SA-2.PDF Spousal Acknowledgement Form for Investment Plan Disability Retirement
PENSION PLAN AND INVESTMENT PLAN
78 FR-13B.PDF Physician's Report

ROLLOVER FORMS

PENSION PLAN
79 PRO-1.PDF Pretax Direct Rollover Form
INVESTMENT PLAN
80 IPPRO-1.PDF FRS Investment Plan Employee Rollover Deposit Form
81 IPPRO-1 CHECKLIST.PDF FRS Investment Plan Employee Rollover Deposit Form Checklist
82 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
83 IPDROP-RO-1.PDF DROP to Investment Plan Direct Rollover Form for Former Members
84 IPDROP-AD-1.PDF DROP to Investment Plan Direct Rollover Form for Current Members
85 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
86 FR-28.PDF Application to Purchase Retirement Credit for a Leave Absence
87 FR-30.PDF Verification for In-State or Out-of-State Service Credit
88 MF-1.PDF Statement of Military Eligibility
89 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
90 Establishing an FRS Pension Plan QDRO Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Pension Plan
INVESTMENT PLAN
91 FRS Investment Plan QDRO Procedures Guide Information on obtaining a Qualified Domestic Relations Order (QDRO) under the FRS Investment Plan
92 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 here.

MISCELLANEOUS FORMS

PENSION PLAN
93 FR-9.PDF Information Request
INVESTMENT PLAN
94 COMPLAINT PROCEDURES.PDF FRS Investment Plan Complaint Procedures

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