"Florida Retirement System (Frs) - Certification Form" - Florida

Florida Retirement System (Frs) - Certification Form is a legal document that was released by the Florida Department of Management Services - a government authority operating within Florida.

Form Details:

  • Released on May 1, 2018;
  • The latest edition currently provided by the Florida Department of Management Services;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of the form by clicking the link below or browse more documents and templates provided by the Florida Department of Management Services.

ADVERTISEMENT
ADVERTISEMENT

Download "Florida Retirement System (Frs) - Certification Form" - Florida

Download PDF

Fill PDF online

Rate (4.4 / 5) 27 votes
Florida Retirement System (FRS) - Certification Form
This form is not an offer of employment or an enrollment form. If hired, a Retirement Choice kit may be mailed to your home with enrollment instructions.
Name
SSN (last 4 digits)
Agency Name
Previous or Current FRS Employer
Complete Section I if you have never been a member of a State of Florida administered retirement plan.
Complete Section II if you are a current or previous member AND Section III if not retired OR Section IV if retired.
I.
I have never been a member of a State of Florida administered retirement plan.
S
H
TOP
ERE
S
D
IGNATURE
ATE
1
II.
I was or currently am a member of the following State of Florida administered retirement plan (also complete Section III or IV)
FRS Pension Plan (incl. DROP)
FRS Investment Plan
State University System Optional Retirement Program (SUSORP)
State Community College System Optional Retirement Program (SCCSORP)
Senior Management Service Optional Annuity Program (SMSOAP)
Other
III.
Retiree Definition
I am not retired from any State of Florida administered retirement plan. I understand that if it is later
determined that I was a retiree and was reemployed during the first 6 calendar months after I retired or
You are considered
th
th
after my DROP termination date, or at any time during the 7
through the 12
calendar months after I
retired if:
retired or after my DROP termination date, I must repay all unauthorized benefits received (see Section
IV for details), or, if in the Investment Plan, terminate my employment. My employer may also be liable
1. You have re-
for repaying any unauthorized benefits I received.
ceived any bene-
fits under the
FRS Pension
S
D
IGNATURE
ATE
Plan, including
DROP (does not
IV.
I am retired from a State of Florida administered retirement plan. My FRS Pension Plan retirement ef-
include a with-
fective date, DROP termination date, or date I received my first distribution from the FRS Investment
Plan, SUSORP, SCCSORP, SMSOAP, or other plan was ______________________.
drawal of em-
ployee contribu-
Effective July 1, 2017, retirees of the Investment Plan, SUSORP, SCCSORP, and SMSOAP are
tions), or
eligible for renewed membership in the Investment Plan, SUSORP, or SCCSORP.
2. You have taken
any distribution
I understand that as a Pension Plan retiree:
(including a roll-
2
a.
If I am employed by an FRS-participating employer in any type of position
during the first 6
over) from the
calendar months after I retired or after my DROP termination date, my retirement and DROP
FRS Investment
3
status are voided, all retirement and DROP benefits I received must be repaid,
and I must reapply
Plan, or other
for retirement in order to receive future benefits.
state adminis-
th
th
b.
If I am reemployed by an FRS-participating employer at any time during the 7
through the 12
cal-
tered retirement
endar months after I retired or after my DROP termination date, my monthly retirement benefit must
4
3
programs offered
be suspended
and any unauthorized benefits received must be repaid.
My employer may also
by state universi-
be liable for repaying any unauthorized benefits I received.
ties (SUSORP),
I understand that as an Investment Plan, SUSORP, SCCSORP, or SMSOAP retiree:
state community
2
a.
If I am employed by an FRS-participating employer in any type of position
during the first 6
colleges
3
calendar months after I retired, I must repay
any benefits received or terminate employment for
(SCCSORP),
an additional period to satisfy the 6 calendar month termination requirement.
state govern-
th
th
b.
If I am reemployed by an FRS-participating employer at any time during the 7
through the 12
cal-
ment for senior
endar months after my retirement, I will not be eligible for additional distributions until I terminate
managers
4
employment or complete 12 calendar months of retirement.
(SMSOAP), or
local govern-
ments for senior
managers.
S
D
IGNATURE
ATE
1
If you are not retired and earned FRS service after certain periods in 2002 (depending on your employer), you must rejoin the FRS retirement plan you were enrolled in when you
nd
terminated FRS-participating employment. You may have a one-time 2
Election to switch FRS retirement plans. Also, alternative retirement programs are available to certain em-
ployees. Contact your employer for deadline and other information.
2
Positions include OPS, temporary, seasonal, substitute teachers, adjunct professors, part-time, full-time, regularly established, etc.
3
Florida law requires a return of all unauthorized Pension Plan benefit payments or Investment Plan distributions received by a member who has violated the FRS termination or
reemployment provisions. Similar provisions apply to unauthorized SUSORP, SCCSORP, or other state-administered plan distributions – contact that plan’s administrator for details.
4
There is one exception to the restrictions on reemployment limitations after retirement. If you are a retired law enforcement officer, you may only be reemployed as a school re-
th
th
source officer by an FRS-covered employer during the 7
through 12
calendar months after your retirement date or after your DROP termination date and receive both your salary
and retirement benefits.
Clear Form
Save As..
Print
CERT
Revised 05/2018
EMPLOYERS: RETAIN THIS FORM IN THE EMPLOYEE’S PERSONNEL FILE. DO NOT SEND THIS FORM TO THE FRS, UNLESS REQUESTED.
Florida Retirement System (FRS) - Certification Form
This form is not an offer of employment or an enrollment form. If hired, a Retirement Choice kit may be mailed to your home with enrollment instructions.
Name
SSN (last 4 digits)
Agency Name
Previous or Current FRS Employer
Complete Section I if you have never been a member of a State of Florida administered retirement plan.
Complete Section II if you are a current or previous member AND Section III if not retired OR Section IV if retired.
I.
I have never been a member of a State of Florida administered retirement plan.
S
H
TOP
ERE
S
D
IGNATURE
ATE
1
II.
I was or currently am a member of the following State of Florida administered retirement plan (also complete Section III or IV)
FRS Pension Plan (incl. DROP)
FRS Investment Plan
State University System Optional Retirement Program (SUSORP)
State Community College System Optional Retirement Program (SCCSORP)
Senior Management Service Optional Annuity Program (SMSOAP)
Other
III.
Retiree Definition
I am not retired from any State of Florida administered retirement plan. I understand that if it is later
determined that I was a retiree and was reemployed during the first 6 calendar months after I retired or
You are considered
th
th
after my DROP termination date, or at any time during the 7
through the 12
calendar months after I
retired if:
retired or after my DROP termination date, I must repay all unauthorized benefits received (see Section
IV for details), or, if in the Investment Plan, terminate my employment. My employer may also be liable
1. You have re-
for repaying any unauthorized benefits I received.
ceived any bene-
fits under the
FRS Pension
S
D
IGNATURE
ATE
Plan, including
DROP (does not
IV.
I am retired from a State of Florida administered retirement plan. My FRS Pension Plan retirement ef-
include a with-
fective date, DROP termination date, or date I received my first distribution from the FRS Investment
Plan, SUSORP, SCCSORP, SMSOAP, or other plan was ______________________.
drawal of em-
ployee contribu-
Effective July 1, 2017, retirees of the Investment Plan, SUSORP, SCCSORP, and SMSOAP are
tions), or
eligible for renewed membership in the Investment Plan, SUSORP, or SCCSORP.
2. You have taken
any distribution
I understand that as a Pension Plan retiree:
(including a roll-
2
a.
If I am employed by an FRS-participating employer in any type of position
during the first 6
over) from the
calendar months after I retired or after my DROP termination date, my retirement and DROP
FRS Investment
3
status are voided, all retirement and DROP benefits I received must be repaid,
and I must reapply
Plan, or other
for retirement in order to receive future benefits.
state adminis-
th
th
b.
If I am reemployed by an FRS-participating employer at any time during the 7
through the 12
cal-
tered retirement
endar months after I retired or after my DROP termination date, my monthly retirement benefit must
4
3
programs offered
be suspended
and any unauthorized benefits received must be repaid.
My employer may also
by state universi-
be liable for repaying any unauthorized benefits I received.
ties (SUSORP),
I understand that as an Investment Plan, SUSORP, SCCSORP, or SMSOAP retiree:
state community
2
a.
If I am employed by an FRS-participating employer in any type of position
during the first 6
colleges
3
calendar months after I retired, I must repay
any benefits received or terminate employment for
(SCCSORP),
an additional period to satisfy the 6 calendar month termination requirement.
state govern-
th
th
b.
If I am reemployed by an FRS-participating employer at any time during the 7
through the 12
cal-
ment for senior
endar months after my retirement, I will not be eligible for additional distributions until I terminate
managers
4
employment or complete 12 calendar months of retirement.
(SMSOAP), or
local govern-
ments for senior
managers.
S
D
IGNATURE
ATE
1
If you are not retired and earned FRS service after certain periods in 2002 (depending on your employer), you must rejoin the FRS retirement plan you were enrolled in when you
nd
terminated FRS-participating employment. You may have a one-time 2
Election to switch FRS retirement plans. Also, alternative retirement programs are available to certain em-
ployees. Contact your employer for deadline and other information.
2
Positions include OPS, temporary, seasonal, substitute teachers, adjunct professors, part-time, full-time, regularly established, etc.
3
Florida law requires a return of all unauthorized Pension Plan benefit payments or Investment Plan distributions received by a member who has violated the FRS termination or
reemployment provisions. Similar provisions apply to unauthorized SUSORP, SCCSORP, or other state-administered plan distributions – contact that plan’s administrator for details.
4
There is one exception to the restrictions on reemployment limitations after retirement. If you are a retired law enforcement officer, you may only be reemployed as a school re-
th
th
source officer by an FRS-covered employer during the 7
through 12
calendar months after your retirement date or after your DROP termination date and receive both your salary
and retirement benefits.
Clear Form
Save As..
Print
CERT
Revised 05/2018
EMPLOYERS: RETAIN THIS FORM IN THE EMPLOYEE’S PERSONNEL FILE. DO NOT SEND THIS FORM TO THE FRS, UNLESS REQUESTED.