Amendment of forms to include contact information for beneficiaries. To amend documentation accepted for birth verification. To require the submission of a marriage certificate for option 3 or 4.

 

DEPARTMENT OF MANAGEMENT SERVICES

IFAS Supplemental Benefit Program

RULE NO.:RULE TITLE:

60W-4.002Statements of Policy

PURPOSE AND EFFECT: Amendment of forms to include contact information for beneficiaries. To amend documentation accepted for birth verification. To require the submission of a marriage certificate for option 3 or 4.

SUMMARY: To amend forms, including the IF-11 form to include contact information for beneficiaries to assist with reaching these beneficiaries upon a member or retiree’s death. To amend documentation accepted for proof of birth verification. To require the submission of a marriage certificate the time of application for retirement if a member is choosing option 3 or 4 and naming their spouse as their beneficiary.

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: the economic review conducted by the agency.

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: 121.40(13) FS.

LAW IMPLEMENTED: 121.40 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: Friday August 12, 2016 at 10 a.m.

PLACE: 2450 Shumard Oak Blvd., Bldg. 2, Tallahassee FL 32311

THE PERSON TO BE CONTACTED REGARDING THE PROPOSED RULE IS: Garry Green, Chief, Bureau of Research and Member Communications, Department of Management Services, Division of Retirement, 2450 Shumard Oak Blvd., Bldg. 2, Tallahassee FL 32311, 850-414-6349

 

THE FULL TEXT OF THE PROPOSED RULE IS:

 

60W-4.002 Statements of Policy.

(1) No change.

(2) It shall be the responsibility of the participant or his or her surviving joint annuitant to make proper application for supplemental benefits to the Division through the Institute on Form IF-11, effective 08/16 (Rev 07/06), http://www.flrules.org/Gateway/reference.asp?No=Ref-    http://www.flrules.org/Gateway/reference.asp?No=Ref-01852, Florida Retirement System Application for Institute of Food and Agricultural Sciences (IFAS) Supplemental Retirement, herein adopted by reference, which may be obtained by calling the Division of Retirement Division’s Bureau of Retirement Calculations toll free at [phone] [phone], if calling from outside the Tallahassee calling area or locally at [phone] [phone], or if hearing or speech impaired by calling the Division via T.D.D. at the Florida Relay System by dialing 711 or [phone]. Such application shall give notice of the date on which he or she will be eligible to begin receiving a supplemental benefit as provided in subsection 60W-4.002(4), F.A.C. The Institute shall forward to the Division the participant’s application and other required documents when completed but no earlier than 6 months prior to the date the participant or joint annuitant becomes eligible to receive a supplemental benefit.

(3) through (4) No change.

(5) Proper application for benefits provided under this chapter shall include proof of age for the participant and for the joint annuitant. Once the birthdate of the participant and joint annuitant has been verified and the supplemental benefit commences, evidence of a different birthdate will not be accepted. Proof of age shall be established with one of the following types of evidence (except as provided in (i) (f)).

(a) Copy of a birth Birth certificate,

(b) No change.

(c) Valid, unexpired U.S. passport,

(c) through (e) renumbered as (d) through (f) No change.

(g) Letter from the Social Security Administration stating the date of birth it has established for the payment of benefits;

(h) Florida drivers license issued after January 1, 2010 that indicates compliance with the federal REAL ID Act.

(i)(f) In the absence of the above, a document from two of the following categories will be required:

1. through 4. No change.

(j)(g) No change.

(6) A copy of the marriage license if the spouse is named as beneficiary and the member selects option 3 or 4 as provided in Rule 60S-4.010, F.A.C., is required as part of a proper application for benefits under this section.

(6) through (9) renumbered as (7) through (10) No change.

Rulemaking Authority 121.40(13) FS. Law Implemented 112.3173, 121.40 FS. History–New 2-4-86, Amended 9-5-90, Formerly 22Q-4.002, Amended 8-4-94, 3-31-13,                       .

 

NAME OF PERSON ORIGINATING PROPOSED RULE: Elizabeth Stevens, Director

NAME OF AGENCY HEAD WHO APPROVED THE PROPOSED RULE: Chad Poppell, Secretary

DATE PROPOSED RULE APPROVED BY AGENCY HEAD: July 12, 2016

DATE NOTICE OF PROPOSED RULE DEVELOPMENT PUBLISHED IN FAR: June 16, 2016