Fla. Admin. Code R. 69C-6.003
(a) Form DFS-J3-1163 (rev. 03/15) | Participant Action Form - (Used for most participants requests, including enrollment and account changes) |
(b) Form DFS-J3-1164 (rev. 03/15) | Enrollment Information Form - (General enrollment form identifying important provisions and restrictions of the 457b Plan) |
(c) Form DFS-J3-1165 (rev. 01/13) | Company to Company Transfer - (Used when a participant wants to transfer funds between Investment Providers) |
(d) Form DFS-J3-1166 (rev. 01/13) | Company to Company Transfer Invoice - (Used to inform Investment Providers of participant's request to transfer account to another Investment Provider within the Plan) |
(e) Form DFS-J3-1169 (rev. 01/13) | Transfer/Rollover Invoice - (Used to inform Investment Providers to distribute funds from the Plan to another tax sheltered pension plan) |
(f) Form DFS-J3-1152 (rev. 01/13) | Application for Standard Catch-Up - Used for participants to request to catch up the difference between the maximal deferrals that could have been contributed and what was actually contributed as a State employee) |
(g) Form DFS-J3-1171 (rev. 03/15) | Request for Unforeseeable Emergency Withdrawal - (Used to request a distribution due to an unforeseeable emergency) |
(h) Form DFS-J3-1172(GWRS) (rev. 03/15) | Request for Distribution - (Used by Great West participants to request a distribution from the Plan after they have left employment) |
(i) Form DFS-J3-1172(NRS) (rev. 03/15) | Request for Distribution - (Used by Nationwide Retirement Services participants to request a distribution from the Plan after they have left employment) |
(j) Form DFS-J3-1172(VAL) (rev. 03/15) | Request for Distribution - (Used by Valic participants to request a distribution from the Plan after they have left employment) |
(k) Form DFS-J3-1172(VOYA) (rev. 03/15) | Request for Distribution - (Used by VOYA participants to request a distribution from the Plan after they have left employment) |
(l) Form DFS-J3-1172(TRP) (rev. 03/15) | Request for Distribution - (Used by T. Rowe Price participants to request a distribution from the Plan after they have left employment) |
(m) Form DFS-J3-1174 (rev. 4/13) | Frequently Asked Questions with Answers - (Answers to the most frequently asked questions about the Plan) |
(n) Form DFS-J3-1175 (rev. 01/13) | Forms Procedures - (Procedures and guidelines for completing specific forms of the Plan) |
(o) Form DFS-J3-1525 (rev. 04/13) | Purchase of Prior Service Credits - (Used by participants to transfer funds from their Deferred Compensation accounts to purchase prior years of service from previous Florida employment, military time, or employment with other states and/or counties) |
(p) Form DFS-J3-1526 (rev. 03/15) | Rollover Into/Out of Florida Plan - (Used to transfer funds from their State of Florida 457(b) Plan to another tax shelter pension plan) |
(q) Form DFS-J3-1541 (effective 09/24) | State of Florida Employees Deferred Compensation Plan Investment Policy for Product Selection and Retention - (Establishes the standards for the State of Florida Employees Deferred Compensation Plan; adopts criteria for the selection and retention of the Plan's investment options; and provides a method for the quarterly evaluation and monitoring of the investment options) |
(r) Form DFS-J3-1173 (new 01/13) | Deferrals for Special Supplemental Pay - (Used for a participant to defer special supplemental pay (accrued annual/sick leave) to the Plan) |
(s) Form DFS-J3-1796 (new 04/13) | Loan Application - (Used by participants to request a loan from the 457b Plan) |
(t) Form DFS-J3-1956 (rev. 03/15) | EZ Enrollment Form - (Abbreviated form for participants to enroll in the Deferred Compensation Program via the internet) |
(u) Form DFS-J3-1954 (new 01/13) | Loan Frequently Asked Questions - (Answers to the most frequently asked questions about the State 457b Loan Program) |
(v) Form DFS-J3-1256 (effective 09/24) | Roth EZ Enrollment Form - for participants to enroll in the Deferred Compensation Program |
(w) Form DFS-J3-1263 (effective 09/24) | Roth Participant Action Form - used for most participant requests, including enrollment and account changes |
(x) Form DFS-J3-1265 (effective 09/24) | Roth Company to Company Transfer - used when a participant wants to transfer funds between Investment Providers |
(y) Form DFS-J3-1273 (effective 09/24) | Roth Deferrals from Supplemental Pay - used for a participant to defer special supplemental pay (accrued annual/sick leave) to the Plan |
(z) Form DFS-J3-1289 (effective 09/24) | In Plan Roth Conversion - used to for the conversion from pretax to Roth |
Fla. Admin. Code Ann. R. 69C-6.003
Rulemaking Authority 112.215(12) FS. Law Implemented 112.215 FS.
New 1-1-87, Amended 10-7-87, 2-14-88, 2-19-89, 6-21-89, 8-7-95, 9-21-98, 6-11-02, Formerly 4C-6.003, Amended 8-26-04, 2-21-05, 7-9-06, 4-8-07, 6-26-13, 3-24-15, 3-20-16.