60V-1.007. Approved Forms

The following is a list of the forms utilized by the Division of Retirement in its dealings with the participants in the Senior Management Service Optional Annuity Program, which are hereby incorporated by reference into these rules. A copy of these forms may be obtained by calling the Division at [phone]. If calling from outside the Tallahassee calling area, you may call the Division toll-free at [phone] or by writing to the Division of Retirement at P. O. Box 9000, Tallahassee, FL 32315-9000. These forms may also be printed or downloaded from the Division’s website (frs.myflorida.com) or from the cooperative website of the Division and the State Board of Administration (www.myfrs.com).

(1)(a) Division Forms:

FORM NO./REVISION DATETITLE/DESCRIPTION

1. OAP-ETF (Rev. 06/2011)     2. OAP-CHANGE (Rev. 07/14)   3. OAP-REFUND (Rev. 07/14)   4. OAP-RETIRE (Rev. 07/14)   5. OAP-RMD (Rev. 07/14)

Florida Retirement System State Senior Management Service Optional Annuity Program (SMSOAP) Employee Termination Form – Supplemental Statement for Distributions – a one-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05169 Senior Management Service Optional Annuity Program (SMSOAP) Change Form – a one-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05170 Senior Management Service Optional Annuity Program (SMSOAP) Refund Form – a two-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05171 Senior Management Service Optional Annuity Program (SMSOAP) Retire Form – a three-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05172 Senior Management Service Optional Annuity Program (SMSOAP) Required Minimum Distribution Form – a two-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05173

(b) State Board of Administration Forms

FORM NO./REVISION DATE	TITLE
1. SMS-1 (Rev. 07/07)	State Senior Management Service Employees Retirement Plan Enrollment Form
2. Form SMS-4 (11/05)	Retirement Plan Conversion Form for Local Employer Senior Management Service Class (SMSC) Members

Rulemaking Authority 121.031 FS. Law Implemented 121.031, 121.055 FS. History–New 1-4-93, Amended 1-10-95, 5-14-95, 9-18-96, 10-14-98, 1-24-00, 12-19-00, 9-18-07, 5-22-08, 4-5-15.