Fla. Admin. Code R. 60V-1.007

Current through Reg. 51, No. 009; January 14, 2025
Section 60V-1.007 - Approved Forms

The following is a list of the forms utilized by the Division of Retirement in its dealings with the participants in the Senior Management Service Optional Annuity Program, which are hereby incorporated by reference into these rules. A copy of these forms may be obtained by calling the Division at (850)488-8837. If calling from outside the Tallahassee calling area, you may call the Division toll-free at (877)377-3675 or by writing to the Division of Retirement at P. O. Box 9000, Tallahassee, FL 32315-9000. These forms may also be printed or downloaded from the Division's website (frs.myflorida.com) or from the cooperative website of the Division and the State Board of Administration (www.myfrs.com).

(1)
(a) Division Forms:

FORM NO./REVISION DATE TITLE/DESCRIPTION

1. OAP-ETF (Rev. 06/2011)

2. OAP-CHANGE (Rev. 07/14)

3. OAP-REFUND (Rev. 07/14)

4. OAP-RETIRE (Rev. 07/14)

5. OAP-RMD (Rev. 07/14)

Florida Retirement System State Senior Management Service Optional Annuity Program (SMSOAP) Employee Termination Form - Supplemental Statement for Distributions - a one-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05169

Senior Management Service Optional Annuity Program (SMSOAP) Change Form - a one-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05170

Senior Management Service Optional Annuity Program (SMSOAP) Refund Form - a two-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05171

Senior Management Service Optional Annuity Program (SMSOAP) Retire Form - a three-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05172

Senior Management Service Optional Annuity Program (SMSOAP) Required Minimum Distribution Form - a two-page form, http://www.flrules.org/Gateway/reference.asp?No=Ref-05173

(b) State Board of Administration Forms

FORM NO./REVISION DATE

TITLE

1. SMS-1 (Rev. 07/07)

State Senior Management Service Employees Retirement Plan Enrollment Form

2. Form SMS-4 (11/05)

Retirement Plan Conversion Form for Local Employer Senior Management Service Class (SMSC) Members

Fla. Admin. Code Ann. R. 60V-1.007

Rulemaking Authority 121.031 FS. Law Implemented 121.031, 121.055 FS.

New 1-4-93, Amended 1-10-95, 5-14-95, 9-18-96, 10-14-98, 1-24-00, 12-19-00, 9-18-07, 5-22-08, Amended by Florida Register Volume 41, Number 057, March 24, 2015 effective 4/5/2015.

New 1-4-93, Amended 1-10-95, 5-14-95, 9-18-96, 10-14-98, 1-24-00, 12-19-00, 9-18-07, 5-22-08, 4-5-15.