5284189, 60S-9.001 - Florida Administrative Rules, Law, Code, Register

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Florida Department of State and Division of Library and Information Services

Notice: 5284189

Notice of Proposed Rule

Department:

DEPARTMENT OF MANAGEMENT SERVICES

Division:

Division of Retirement

Chapter:

APPROVED FORMS

Overview

RULE:

60S-9.001

Approved Forms (Repealed)

PURPOSE:

The purpose of this rule development is to propose the adoption of three new Division forms, four revised Division forms, incorporate by reference five revised State Board of Administration forms and to newly incorporate by reference six State Board of Administration forms.

SUMMARY:

The three new Division forms are:
1. FR-SUSORP, a Bureau of Retirement Calculations form. Developed to implement the provisions of Chapter 2007-92, Laws of Florida which provides a one-year window during calendar year 2008 for SUSORP participants to elect to transfer membership to the FRS Investment Plan on a prospective basis or retroactive membership in the Pension Plan for the period of their SUSORP participation.
2. DP-TEOC-2, a Bureau of Retired Payroll form. Developed for implementing the provisions of Section 121.053(1)(b)5., F.S., for elected officers terminating DROP whose DROP participation began July 1, 2002, or later.
3. DP-TEOC-3, a Bureau of Retired Payroll form. Developed to certify employment termination of an elected officer so that DROP and monthly benefits may be paid.
The four revised Division forms are:
1. SR-11, a Bureau of Retirement Calculations form. Reformatted to be consistent with the layout of other promulgated Division forms, the header of the form adds the Division address and telephone numbers, the bottom left of the form adds pagination and rule referencing to each page and the notary block format has been updated. Deleted the option selection section (now done by separate Division form, FST-11o) and deleted the separate check address section for directing benefit payments to a financial institution as this is done through the Department of Financial Services on form DFS-A1-26R.
2. TR-11, a Bureau of Retirement Calculations form. Reformatted to be consistent to be consistent with the layout of other promulgated Division forms, the header of the form adds Division address and telephone numbers, the bottom left of the form adds pagination and rule references to each page and the notary block format has been reformatted. Deleted from the form is the option selection section (done on separate Division form, FST-11o).
3. DP-EXT, a Bureau of Retirement Calculations form, deletes the word “annual” from the second sentence in the paragraph beginning, “Section 121.091(13), F.S.,…” as that section of Florida Statute does not stipulate annual contractual employment for each year of DROP extension participation, but rather only contractual employment for each year of DROP extension participation.
4. PRO-1, a Bureau of Retirement Calculations form. Deletes, in section II of the form, the parenthetical “excluding upgraded service” and the last sentence, “Rollovers cannot be made for upgrading current creditable service”, as the 2006 Pension Protection Act removed the restriction that rollovers could not be used to pay for upgrading service.
The five revised State Board of Administration forms to be incorporated by reference are:
1. OCC-1 – Revised 07/07
2. OCC-2 – Revised 07/07
3. SMS-1 – Revised 07/07
4. SMS-3 – Revised 07/07
5. EOC-1 – Revised 07/07
The six State Board of Administration forms to be newly incorporated by reference are:
1. ELE-1 – Revised 07/07
2. ELE-1-EZ – Revised 07/07
3. ELE-2 – Revised 07/07
4. ELE-2-EZ – Revised 07/07
5. ORP-16 – Revised 07/07
6. SMS-4 – 11/05

RULEMAKING AUTHORITY:

121.031 FS.

LAW:

1.01, 112.215, 112.361, 112.363, 120.55, 121.011, 121.015, 121.021, 121.031(2), 121.051, 121.0515, 121.053, 121.081, 121.091, 121.111, 121.1115, 121.1122, 121.121, 121.125, 121.35, 121.4501, 121.591, 122.08, 122.09, 215.28, 238.05, 238.06, 238.07, 689.21, 1012.01 FS.

PRINT PUBLISH DATE:

2/29/2008 Vol. 34/09

COMMENTS:

From 2/29/2008 To 3/21/2008 (21 Days)
The public comment period for this notice has already expired.

REFERENCE MATERIALS:

No reference(s).

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