The purpose of this rule development is to propose the adoption of three (3) new Division forms, four (4) revised Division forms, update the revision dates of five (5) State Board of Administration forms incorporated by reference, and to incorporate ...

 

DEPARTMENT OF MANAGEMENT SERVICES
Division of Retirement

RULE NO: RULE TITLE
60S-9.001: Approved Forms
PURPOSE AND EFFECT: The purpose of this rule development is to propose the adoption of three (3) new Division forms, four (4) revised Division forms, update the revision dates of five (5) State Board of Administration forms incorporated by reference, and to incorporate by reference six (6) State Board of Administration Forms.
SUBJECT AREA TO BE ADDRESSED: Forms.
SPECIFIC AUTHORITY: 121.031 FS.
LAW IMPLEMENTED: 121.051(1)(a), 121.35 FS.
IF REQUESTED IN WRITING AND NOT DEEMED UNNECESSARY BY THE AGENCY HEAD, A RULE DEVELOPMENT WORKSHOP WILL BE HELD AT THE DATE, TIME AND PLACE SHOWN BELOW:
TIME AND DATE: February 15, 2008, 9:00 a.m. (Eastern)
PLACE: Division of Retirement, 1317 Winewood Blvd., Bldg. 8, Room 208, Tallahassee, FL 32399-1560
Pursuant to the provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this workshop/meeting is asked to advise the agency at least 48 hours before the workshop/meeting by contacting: Richard Clifford at [phone], or Toll Free [phone]. If you are hearing or speech impaired, please contact the agency by calling [phone]. If you are hearing or speech impaired, please contact the agency using the Florida Relay Service, 1(800)955-8771 (TDD) or 1(800)955-8770 (Voice).
THE PERSON TO BE CONTACTED REGARDING THE PROPOSED RULE DEVELOPMENT AND A COPY OF THE PRELIMINARY DRAFT, IF AVAILABLE, IS: Garry Green, Operations and Management Consultant Manager, Department of Management Services, Division of Retirement, 1317 Winewood Blvd., Bldg. 8, Tallahassee FL 32399-1560, [phone]

THE PRELIMINARY TEXT OF THE PROPOSED RULE DEVELOPMENT IS:

60S-9.001 Approved Forms.

The following is a list of the forms utilized by the Division of Retirement in its dealings with the public, which are hereby incorporated by reference into these rules. A copy of these forms may be obtained from the Division’s website (http://frs.myflorida.com) or by writing to the Division of Retirement, P. O. Box 9000, Tallahassee, Florida 32315-9000. You may also call the Division to request a copy of these forms by calling [phone]. If calling from outside the Tallahassee calling area, you may call the Division toll-free at [phone].

(1)(a) Bureau of Enrollment and Contributions.

 

FORM NO./ REVISION DATE	TITLE/DESCRIPTION
1. – 10	No change.
11.   FR-SUSORP (08/07)	Florida Retirement System Verification of State University Optional Retirement System Service (SUSORP) Service Dates – a one-page form

 

(b) State Board of Administration – Enrollment and Election forms.

 

FORM NO./ REVISION DATE	TITLE/DESCRIPTION
1. OCC-1 (Rev. 7/07 07/06)	Community College Optional Retirement Program (CCORP) Enrollment Form Retirement Plan Choice Form for Eligible Employees.
2. OCC-2 (Rev. 7/07 07/06)	Retirement Plan Conversion Form for Community College Optional Retirement Program (CCORP) Retirement Plan Conversion Form. Members.
3. SMS-1 (Rev. 7/07 07/06)	State Senior Management Service Employees Retirement Plan Enrollment Form.
4. SMS-3 (Rev. 7/07 07/06)	Local Senior Management Service Employees Retirement Plan Enrollment Form.
5. EOC-1 (Rev. 7/07 07/06)	Elected Officers’ Class Employees Retirement Plan Enrollment Form.
6. ELE-1 (Rev. 7/07)	GENERAL Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees.
7. ELE-1-EZ (Rev. 7/07)	EZ Retirement Plan Enrollment Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees.
8. ELE-2 (Rev. 7/07)	2nd Election Retirement Plan Enrollment Form.
9. ELE-2-EZ (Rev. 7/07)	2nd Election EZ Retirement Plan Enrollment Form.
10. ORP-16 (Rev. 7/07)	State University System Optional Retirement Program (SUSORP) Retirement Plan Enrollment Form.
11. SMS-4 (11/05)	Retirement Plan CONVERSION Form for Local Employer Senior Management Service Class (SMSC) Members.

 

(2) Bureau of Retirement Calculations.

 

FORM NO./ REVISION DATE	TITLE/DESCRIPTION
(a) – (b) No change.
(c) SR-11 (Rev. 9/07) (Rev. 5/87)	State and County Officers’ and Employees’ Retirement System Application for Service Retirement – a two-page document consisting of one page of instruction and a one-page form.
(d) TR-11 (Rev. 9/07) (Rev. 7/99)	Teachers’ Retirement System Application for Service Retirement – a two-page document consisting of one page of instruction and a one-page form.
(e) – (u) No change.
(v) DP-EXT (Rev. 7/07) (5/05)	Florida Retirement System Pension Plan Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel – a one-page form.
(w) PRO-1 (Rev. 10/07) (Rev. 7/06)	Florida Retirement System Pension Plan (401(a) Plan) Pretax Direct Rollover/ Transfer Form – a one-page form.
(x) – (z) No change.

 

(3) Bureau of Benefit Payments.

 

FORM NO./ REVISION DATE	TITLE/DESCRIPTION
(a) – (ss) No change.
(tt) DP-TEOC-2	Florida Retirement System Pension Plan Deferred Retirement Option Program (DROP) Elected Officer DROP Termination Notification – a one page form.
(uu) DP-TEOC-3	Florida Retirement System Pension Plan Deferred Retirement Option Program (DROP) Elected Officer Employment Termination Notification – a one page form.

 

(4) Administration.

FORM NO./ REVISION DATE	TITLE
(a) No change.

Specific Authority 121.031 FS. Law Implemented 1.01, 112.215, 112.361, 112.363, 120.55, 121.011, 121.015, 122.021, 121.031(2), 121.051, 121.0515, 121.081, 121.091, 121.111, 121.115, 121.1122, 121.121, 121.125, 121.4501, 121.591, 122.08, 122.09, 215.28, 238.05, 238.06, 238.07, 689.21, 1012.01 FS. History–New 9-9-82, Amended 2-6-84, 11-6-84, 4-17-85, Formerly 22B-9.01, Amended 6-4-86, 12-5-90, Formerly 22B-9.001, Amended 1-4-93, 1-18-94, 4-26-94, 1-10-95, 11-2-95, 12-28-95, 3-12-96, 12-16-97, 10-14-98, 4-26-99, 1-24-00, 12-19-00, 2-6-01, 3-18-02, 10-23-05, 9-18-07,_________.