This rule amendment deletes two Division forms, adopts two new Division forms and adopts by reference a State Board of Administration form.

 

DEPARTMENT OF MANAGEMENT SERVICES
Division of Retirement - Optional Retirement Program

RULE NO: RULE TITLE
60U-1.006: Approved Forms
PURPOSE AND EFFECT: This rule amendment deletes two Division forms, adopts two new Division forms and adopts by reference a State Board of Administration form.
SUMMARY: The two deleted Division Forms:
ORP-1 became obsolete as a result of Chapter 99-252 of the Laws of Florida that expanded SUSORP eligibility to include all administrative and professional positions that are exempt from career service.
ORP-16 is no longer an agency maintained form. Responsibility for this form is now maintained by the State Board of Administration as provided in Section 121.4501, F.S.
The two new Division Forms:
ORP-16a was created to replace the part of the ORP 16 (now a State Board of Administration maintained form as noted above), which allows the SUSORP participants to make changes to the distribution of employer and employee contributions as well as the companies they have selected to receive them distributions. The amendment solicits the information necessary for the Division to direct such contributions as provided in Section 121.35(4)(a), F.S.
ORP-ETF was created as a supplementary statement for distributions, creating a Division record of termination and ensuring participant meets the definition of termination as provided in Section 121.021(39), F.S.
The SBA Form adopted by reference:
ORP-16, the State Board of Administration Enrollment and Election Form for the Florida Retirement System, as described in Section 121.4501, F.S., is adopted by reference within this Rule Chapter.
SUMMARY OF STATEMENT OF ESTIMATED REGULATORY COSTS: No Statement of Estimated Regulatory Cost was prepared.
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.
SPECIFIC AUTHORITY: 121.031 FS.
LAW IMPLEMENTED: 1.01, 112.215, 112.361, 112.363, 120.55, 121.011, 121.015, 121.021, 121.031(2), 121.051, 121.0515, 121.081, 121.091, 121.111, 121.1115, 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.
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: June 28, 2007, 10:00 a.m. EST
PLACE: Department of Management Services, Division of Retirement, 1317 Winewood Blvd., Bldg. 8, Conference Room 208, Tallahassee, FL 32399-1560, [phone]
Pursuant to the provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this workshop/hearing/meeting is asked to advise the agency at least 48 hours before the workshop/hearing/meeting by contacting Richard Clifford at [phone], or Toll Free 877-1737. If you are hearing or speech impaired, please contact the agency by calling [phone]

THE FULL TEXT OF THE PROPOSED RULE IS:

60U-1.006 Approved Forms.

The following is a list of the forms utilized by the Division of Retirement in its dealings with the public in administering the State University System Optional Retirement Program, which are hereby incorporated by reference into these rules. A copy of these forms may be obtained through the Board of Governors Regents and State University System Personnel Offices or by writing to the Division of Retirement, P. O. Box 9000, Tallahassee, FL 32315-9000. These forms may also be printed or downloaded from the Division’s website (http://frs.myflorida.com) or from the cooperative website of the Division and the State Board of Administration (www.myfrs.com). A copy of these forms may also 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]. Cedars Executive Center, Building C, 2639 North Monroe Street, Tallahassee, Florida 32399-1560.

(1)(a) Division Forms.

 

FORM NO./REVISION DATE	TITLE
(1) ORP-1 (Rev. 7/99)	Optional Retirement Program Employer Application for Administrative and Professional Positions
(2) ORP-16 (Rev. 7/00)	State University System Optional Retirement Program (SUSORP)/ (FRS) Ballot
1. ORP-16A (Rev 12/02)	Florida Retirement System State University Optional Retirement Program (SUSORP) Change Form – a one-page form
2. ORP-ETF (11/05)	Florida Retirement System State University System Optional Retirement Program Supplemental Statement for Distributions – a one page form.

 

(b) State Board of Administration Forms.

 

1. ORP-16 (Rev. 10/06)

State University System ORP – Eligible Employees Retirement Plan Enrollment Form – a four-page form.

 

Specific Authority 121.031 FS. Law Implemented 121.051(1)(a), 121.35 FS. History–New 2-28-84, Amended 9-5-84, Formerly 22U-1.06 Amended 12-5-90, Formerly 22U-1.006, Amended 1-4-93, 10-20-93, 1-10-95, 5-14-95, 9-18-96, 10-14-98, 1-24-00, 12-19-00,__________.

NAME OF PERSON ORIGINATING PROPOSED RULE: Garry Green, Operations and Management Consultant Manager, Department of Management Services, Division of Retirement, 1317 Winewood Blvd., Bldg. 8, Tallahassee, FL 32399-1560, [phone]
NAME OF SUPERVISOR OR PERSON WHO APPROVED THE PROPOSED RULE: Sarabeth Snuggs, Division Director, Department of Management Service, Division of Retirement, 1317 Winewood Blvd., Bldg 8, Tallahassee, FL 32399-1560, [phone]
DATE PROPOSED RULE APPROVED BY AGENCY HEAD: May 14, 2007
DATE NOTICE OF PROPOSED RULE DEVELOPMENT PUBLISHED IN FAW: September 15, 2006