To clarify the procedure and incorporate by reference two revised division forms. The revisions to Form SAPS are to add telephone numbers, correct the PO Box and Division in the address section and the revision to both Form SAPS and Form AAPS are ...

 

DEPARTMENT OF MANAGEMENT SERVICES

Division of Retirement

RULE NO.:RULE TITLE:

60S-4.002Statements of Policy

PURPOSE AND EFFECT: To clarify the procedure and incorporate by reference two revised division forms. The revisions to Form SAPS are to add telephone numbers, correct the P.O. Box and Division in the address section and the revision to both Form SAPS and Form AAPS are to remove the Social Security Number field from each since that field is no longer a required field.

SUMMARY: The amendment set forth clarifies the procedure and replaces two division forms with two revised division forms.

SUMMARY OF STATEMENT OF ESTIMATED REGULATORY COSTS AND LEGISLATIVE RATIFICATION: The Agency has determined that this will not have an adverse impact on small business or likely increase directly or indirectly regulatory costs in excess of $200,000 in the aggregate within one year after the implementation of the rule. A SERC has not been prepared by the Agency.

The Agency has determined that the proposed rule is not expected to require legislative ratification based on the statement of estimated regulatory costs or if no SERC is required, the information expressly relied upon and described herein: Not required because there are no adverse impacts on economic growth, business competitiveness or regulatory costs of more than $1M in the aggregate within five years of implementation.

Any person who wishes to provide information regarding a statement of estimated regulatory costs, or provide a proposal for a lower cost regulatory alternative must do so in writing within 21 days of this notice.

RULEMAKING AUTHORITY: 121.031(1), 121.052(14), 121.091, 121.091(14), 121.30(9), 121.1001(4) FS.

LAW IMPLEMENTED: 121.021, 121.051, 121.052 121.053, 121.055, 121.091, 121.23, 121.133, 121.30 FS.

IF REQUESTED WITHIN 21 DAYS OF THE DATE OF THIS NOTICE, A HEARING WILL BE HELD AT THE DATE, TIME AND PLACE SHOWN BELOW:

DATE AND TIME: Monday, November 17, 2014, 10:30 a.m., ET

PLACE: Division of Retirement of the Department of Management Services, 2450 Shumard Oak Blvd., Bldg. 2, Tallahassee, FL

PLEASE NOTE: All attendees must sign in at the security station and receive a visitor badge.

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: Beth Rissinger, Senior Benefits Analyst, Division of Retirement, Department of Management Services at [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 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 FULL TEXT OF THE PROPOSED RULE IS:

 

60S-4.002 Statements of Policy.

(1) through (8) No change.

(9) To ensure the removal of names of deceased retirees or beneficiaries (benefit recipients) from the benefit payroll, the Division shall, at least once each year, conduct an audit of the benefit recipients living outside of the United States of America (USA), confirming payroll to determine that the benefit recipients persons to whom benefits are being paid are still living. Since vital statistics listings are not available for individuals living out of the USA, tThe benefit payment recipient will may be sent Form SAPS (Rev. 04/14 10/02), http://www.flrules.org/Gateway/reference.asp?No=Ref-04411 http://www.flrules.org/Gateway/reference.asp?No=Ref-00370, Florida Retirement System Statement Attesting to Payee Status., When the reported death of a benefit recipient living in the USA cannot be verified from vital statistics records or Form AAPS (Rev. 04/14 08/00), http://www.flrules.org/Gateway/reference.asp?No=Ref-04412 http://www.flrules.org/Gateway/reference.asp?No=Ref-00344, Florida Retirement System Pension Plan Affidavit Attesting to Payee Status is required to be completed and returned to the division., Bboth forms of which are herein incorporated by reference, and require the still living benefit payee recipient to sign and return the form to the Division. These forms may also be obtained by calling the Division’s Survivor Benefits Section Toll Free at [phone] 877-377-4347, if calling from outside the Tallahassee calling area or locally at (850)907-6500488-5207. Individuals with a hearing or speech impairment may call the Division via T.D.D. at the Florida Relay System by dialing 711 or [phone]. The Division shall suspend the benefits payable to any retiree or beneficiary not confirmed to be living.

(10) through (14) No change.

Rulemaking Authority 121.031(1), 121.052(14), 121.091, 121.091(14), 121.30(9), 121.1001(4) FS. Law Implemented 121.021, 121.051, 121.052 121.053, 121.055, 121.091, 121.23, 121.133, 121.30 FS. History–New 1-1-72, Amended 10-20-72, Repromulgated 12-20-74, Amended 12-31-74, 1-16-77, 7-1-79, 12-22-80, 8-26-81, 2-6-84, 11-6-84, 4-17-85, Formerly 22-2.02, Amended 2-4-86, 3-11-87, 9-5-90, Formerly 22-B-2.002, Amended 2-24-99, 8-13-03, 4-5-12, 3-25-13,________.

 

NAME OF PERSON ORIGINATING PROPOSED RULE: Dan Drake, Director

NAME OF AGENCY HEAD WHO APPROVED THE PROPOSED RULE: Craig J. Nichols, Secretary

DATE PROPOSED RULE APPROVED BY AGENCY HEAD: July 28, 2014

DATE NOTICE OF PROPOSED RULE DEVELOPMENT PUBLISHED IN FAR: June 13, 2014