19-11.006 : Enrollment Procedures for New Hires - Florida Administrative Rules, Law, Code, Register

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Rule Title: Enrollment Procedures for New Hires
Department:	STATE BOARD OF ADMINISTRATION	Add to MyFLRules Favorites
Division:	Departmental
Chapter:	PROCEDURES FOR THE PUBLIC EMPLOYEE OPTIONAL RETIREMENT PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

	Effective Date:	4/22/2024
	History Notes:	Rulemaking Authority 121.4501(3)(c)4., (8)(a) FS. Law Implemented 121.051, 121.055, 121.35, 121.4501(2), (3), (4), (5), (6), (8), (15), 121.73, 121.74, 121.78, 1012.875(3) FS. History–New 10-21-04, Amended 3-9-06, 10-25-07, 12-8-08, 5-19-09, 2-4-10, 7-12-12, 12-16-12, 1-28-14, 8-18-14, 12-30-15, 4-12-17, 2-12-18, 2-19-19, 4-8-20, 5-11-22, 7-26-23, 4-22-24.
	References in this version:	Ref-14014 EZ Retirement Plan Enrollment Form for Regular, Special Risk and Special Risk Admin Support- 07-2021 Ref-16163 General Retirement Plan Enrollment Form- ELE-1 Rev 07/2023 Ref-16164 Elected Officers Class Retirement Plan Enrollment Form- EOC-1 Rev 07/2023 Ref-16165 State Community College System Optional Retirement Plan Enrollment Form- OCC-1 Rev 07/2023 Ref-16166 Local Sr. Mgt. Service Employees Retirement Plan Enrollment Form- SMS-3 Rev 07/2023

History of this Rule since Jan. 6, 2006

Section	Description	ID	Publish Date

Final 19-11.006	Enrollment Procedures for New Hires	28235262	Effective: 04/22/2024
Proposed 19-11.001 ......	Rule 19-11.001 is being amended to update the definition of an exempt transaction to include rollovers of eligible funds; to update the age by which plan members must take Required Minimum Distributions once they terminate ....	28080741	2/21/2024 Vol. 50/36
Development 19-11.001 ......	To adopt updated forms; to clarify/correct certain information; to add a definition for “volunteer services.” There are no other rules incorporating these proposed amended rules. The proposed amendments do not have an impact ....	27785473	11/16/2023 Vol. 49/223
Final 19-11.006	Enrollment Procedures for New Hires	27311143	Effective: 07/26/2023
Proposed 19-11.001 ......	Rule 19-11.001 is being amended to add definitions for “default”/“default election” and “electronic signature.” Also, “member” is being revised to include a terminated DROP member who has effectuated a rollover. Rule 19-11.002 ....	27170687	6/5/2023 Vol. 49/108
Development 19-11.001 ......	To adopt updated forms; to clarify/correct certain information; to add definitions for “default”/“default election” and “electronic signature.” There are no other rules incorporating these proposed amended rules. The proposed ....	27053899	4/19/2023 Vol. 49/76
Final 19-11.006	Enrollment Procedures for New Hires	25802405	Effective: 05/11/2022
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C. to correct some typographical errors and to add definitions that are used for federal SECURE Act purposes as applied to after-death distributions of members’ FRS Investment Plan accounts, ....	25482208	1/21/2022 Vol. 48/14
Development 19-11.001 ......	To adopt updated forms; to clarify/correct certain information; to update definitions and provisions that are applicable to the federal SECURE Act as applied to after-death distributions to beneficiaries of FRS Investment ....	25284910	11/19/2021 Vol. 47/225
Final 19-11.006	Enrollment Procedures for New Hires	23072243	Effective: 04/08/2020
Proposed 19-11.002 ......	Rule 19-11.002, F.A.C. is being amended to reference the most recent versions of the EZ Retirement Plan Enrollment Form for Regular, Special Risk Class and Special Risk Administrative Support Class Employees, and the 2nd ....	22927228	2/14/2020 Vol. 46/31
Development 19-11.002 ......	Rule 19-11.002 is being amended to reference the most recent versions of the EZ Retirement Plan Enrollment Form for Regular, Special Risk Class and Special Risk Administrative Support Class Employees, and the 2nd Election ....	22636519	11/21/2019 Vol. 45/227
Final 19-11.006	Enrollment Procedures for New Hires	21472519	Effective: 02/19/2019
Proposed 19-11.001 ......	Florida Retirement System (FRS) eligible employees may submit their initial election and second plan election by electronic means. Rule 19-11.001 is being amended to provide a definition of “electronic signature,” and to ....	21280653	12/20/2018 Vol. 44/246
Development 19-11.001 ......	Florida Retirement System (FRS) eligible employees may submit their initial election and second plan election by electronic means. Rule 19-11.001 is being amended to provide a definition of “electronic signature,” and to ....	21135832	11/8/2018 Vol. 44/219
Final 19-11.006	Enrollment Procedures for New Hires	20005782	Effective: 02/12/2018
Correction 19-11.001 ......	Definitions, Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts, Excessive Trading in the FRS Investment Plan, Enrollment Procedures for ....	19763185	11/21/2017 Vol. 43/225
Proposed 19-11.001 ......	The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended ....	19587615	10/27/2017 Vol. 43/209
Development 19-11.001 ......	The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended ....	19356367	8/30/2017 Vol. 43/169
Final 19-11.006	Enrollment Procedures for New Hires	18788626	Effective: 04/12/2017
Change 19-11.001 ......	Definitions, Enrollment Procedures for New Hires, Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan	18578912	2/9/2017 Vol. 43/27
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member;” to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....	18299067	11/23/2016 Vol. 42/228
Development 19-11.001 ......	To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member; to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to ....	18110984	10/6/2016 Vol. 42/195
Final 19-11.006	Enrollment Procedures for New Hires	16890627	Effective: 12/30/2015
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C. to clarify some definitions. To amend Rule 19-11.002, F.A.C. to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; ....	16465573	9/11/2015 Vol. 41/177
Public Meeting 19-11.001 ......	The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the .... September 1, 2015, 9:00 a.m. (ET) – conclusion of the meetin.... Treasury on the Plaza, 24 Cathedral Place St. Augustine, Flo....	16380989	8/26/2015 Vol. 41/166
Development 19-11.001 ......	To amend Rule 19-11.001 to clarify some definitions. To amend Rule 19-11.002 to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; to indicate ....	16308627	8/5/2015 Vol. 41/151
Final 19-11.006	Enrollment Procedures for New Hires	14904261	Effective: 08/18/2014
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to add a definition of “Retirement Date Fund,” and make a technical correction. To amend Rule 19-11.004, F.A.C., to indicate that members having a Self-Directed Brokerage Account (“SDBA”) ....	14751874	6/26/2014 Vol. 40/124
Public Meeting 19-11.001 ......	The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules and will be asked for .... June 17, 2014, 9:00 a.m. (ET) – conclusion of the meeting. Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	14641294	6/3/2014 Vol. 40/107
Development 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to add a definition of “Retirement Date Fund, ” and make a technical correction. To amend Rule 19-11.004, F.A.C., to indicate that members having a Self-Directed Brokerage Account (“SDBA”) ....	14600069	5/21/2014 Vol. 40/99
Final 19-11.006	Enrollment Procedures for New Hires	14056578	Effective: 01/28/2014
Proposed 19-11.002 ......	For Rules 19-11.002, 19-11.006 and 19-11.007, F.A.C., to adopt revised enrollment forms and second election enrollment forms that will provide additional disclosures concerning the funded status of the FRS Pension Plan, ....	13857728	11/26/2013 Vol. 39/230
Public Meeting 19-11.002 ......	The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the .... November 19, 2013, 9:00 a.m. (ET) – conclusion of the meeting .... Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	13807676	11/12/2013 Vol. 39/220
Public Meeting 19-11.002 ......	The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the .... November 5, 2013, 9:00 a.m. (ET) – conclusion of the meeting Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	13728233	10/28/2013 Vol. 39/210
Development 19-11.002 ......	For Rules 19-11.002, 19-11.006 and 19-11.007, to adopt revised enrollment forms and second election enrollment forms that will provide additional disclosures concerning the funded status of the FRS Pension Plan, the fact ....	13651118	10/9/2013 Vol. 39/197
Final 19-11.006	Enrollment Procedures for New Hires	12345692	Effective: 12/16/2012
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to provide that a “distributee” may include a non-spouse beneficiary; that an eligible retirement plan may include a Roth IRA or annuity; and that distributions consisting of after-tax employee ....	12189134	10/24/2012 Vol. 38/57
Public Meeting 19-11.001 ......	The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules, and will be asked for .... October 23, 2012, 9:00 a.m. (ET) – conclusion of the meeting Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	12148200	10/12/2012 Vol. 38/49
Development 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to provide that a “distributee” may include a non-spouse beneficiary; that an eligible retirement plan may include a Roth IRA or annuity; and that distributions consisting of after-tax employee ....	12117451	10/5/2012 Vol. 38/44
Final 19-11.006	Enrollment Procedures for New Hires	11680175	Effective: 07/12/2012
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C., and to update such information. To amend Rule 19-11.002, F.A.C., to set forth information on ....	11483653	5/11/2012 Vol. 38/19
Public Meeting 19-11.001 ......	The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules and will be asked for .... April 24, 2012, 9:00 a.m. (ET) to conclusion of the meeting Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	11367932	4/13/2012 Vol. 38/15
Development 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C., and to update such information. To amend Rule 19-11.002, F.A.C., to set forth information on ....	11288295	3/23/2012 Vol. 38/12
Withdrawal 19-11.001 ......	Procedures Regarding Employer Contributions, Enrollment Procedures for New Hires, Second Election Enrollment Procedures for the FRS Retirement Programs, Employer and Employee Contributions	10548670	10/21/2011 Vol. 37/42
Proposed 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C.; to adopt the latest versions of an enrollment form in view of new legislation (Senate Bill ....	10107805	7/15/2011 Vol. 37/28
Public Meeting 19-11.001 ......	The Trustees of the State Board of Administration will consider proposed amendments to the following rules and will be asked for permission .... Thursday, June 16, 2011, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	9986167	6/3/2011 Vol. 37/22
Development 19-11.001 ......	To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C., to adopt the latest versions of enrollment forms in view of new legislation; to remove unnecessary ....	9953963	5/27/2011 Vol. 37/21
Final 19-11.006	Enrollment Procedures for New Hires	8196323	Effective: 02/04/2010
Public Meeting 19-11.006	The Trustees of the State Board of Administration on January 12, 2010, will consider the proposed amended rule and will be asked for permission .... Tuesday, January 12, 2010, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	8098353	1/8/2010 Vol. 36/01
Proposed 19-11.006	To adopt a revised form and to clarify certain procedures.	7968664	11/25/2009 Vol. 35/47
Public Meeting 19-11.006	The Trustees of the State Board of Administration, on November 17, 2009, will consider proposed amendments to the following rules and will be .... Tuesday, November 17, 2009, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7891937	11/6/2009 Vol. 35/44
Development 19-11.006	To amend the rules to adopt revised forms and provide updated procedures.	7687267	9/25/2009 Vol. 35/38
Final 19-11.006	Enrollment Procedures for New Hires	7114385	Effective: 05/19/2009
Proposed 19-11.003 ......	To adopt amended forms, to adopt two definitions.	6914371	3/20/2009 Vol. 35/11
Development 19-11.003 ......	To each rule to adopt revised forms; to amend the enrollment rule for new hires to provide a definition of “electronic means,” to amend the distributions rule and the second enrollment rule to clarify procedures regarding ....	6684481	1/23/2009 Vol. 35/03
Final 19-11.006	Enrollment Procedures for New Hires	6494361	Effective: 12/08/2008
Public Hearing 19-11.002 ......	The Trustees of the State Board of Administration, on October 14, 2008, will consider proposed amended rules and will be asked for permission .... Tuesday, October 14, 2008, 9:00 AM until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Apalachee Parkway ....	6109174	9/12/2008 Vol. 34/37
Proposed 19-11.002 ......	To amend existing rules to add new policies, to change policies, and to address new legislation.	5960958	8/8/2008 Vol. 34/32
Public Hearing 19-11.002 ......	The Trustees of the State Board of Administration, on July 29, 2008, will consider proposed amended rules and will be asked for permission to .... Tuesday, July 29, 2008; 9:00 AM to conclusion Cabinet meeting room, Lower Level, The Capitol, Monroe Street ....	5860951	7/18/2008 Vol. 34/29
Development 19-11.002 ......	To amend existing rules to provide updated procedures for the FRS Investment Plan.	5785000	6/27/2008 Vol. 34/26
Final 19-11.006	Enrollment Procedures for New Hires	4735460	Effective: 10/25/2007
Public Meeting 19-11.002 ......	The Trustees will consider proposed new and amended rules and will be asked for permission to file them for adoption. Rule 19-11.002, beneficiary .... 9AM until conclusion, Tuesday, October 2, 2007 Cabinet Meeting Room, Lower Level, The Capitol, Apalachee Parkway ....	4587535	9/14/2007 Vol. 33/37
Proposed 19-11.002 ......	These rules are promulgated to implement recently adopted policies and to reflect legislative changes.in the FRS Investment Plan.	4482193	8/10/2007 Vol. 33/32
Public Hearing 19-11.002 ......	The Trustees of the State Board of Administration, on July 31, 2007, will consider proposed new and amended rules and will be asked for permission .... Tuesday, July 31, 2007, 9:00 a.m. – Until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	4406242	7/20/2007 Vol. 33/29
Development 19-11.002 ......	To adopt new rules and amend existing rules for the FRS Investment Plan to reflect recent legislative and policy changes.	4292849	6/22/2007 Vol. 33/25
Final 19-11.006	Enrollment Procedures for New Hires	1394683	Effective: 03/09/2006

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