19-11.003 : Distributions from FRS Investment Plan Accounts - Florida Administrative Rules, Law, Code, Register

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Rule Title: Distributions from FRS Investment Plan Accounts
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(8) FS. 121.021(29), (39), 121.091(5)(j), 121.4501(20), 121.591, 121.77, 732.802 FS. History-New 3-9-06, Amended 11-26-07, 5-19-09, 1-7-10, 8-7-11, 7-12-12, 12-16-12, 12-30-15, 4-12-17, 2-12-18, 5-11-22, 4-22-24.
	References in this version:	Ref-14010 Employment Termination Form-06-19

History of this Rule since Jan. 6, 2006

Section	Description	ID	Publish Date

Final 19-11.003	Distributions from FRS Investment Plan Accounts	28235068	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 19-11.003	Distributions from FRS Investment Plan Accounts	25802114	Effective: 05/11/2022
Change 19-11.002 ......	Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts	25659718	3/15/2022 Vol. 48/51
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 19-11.003	Distributions from FRS Investment Plan Accounts	20005588	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 19-11.003	Distributions from FRS Investment Plan Accounts	18788335	Effective: 04/12/2017
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 19-11.003	Distributions from FRS Investment Plan Accounts	16890336	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 19-11.003	Distributions from FRS Investment Plan Accounts	12345498	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 19-11.003	Distributions from FRS Investment Plan Accounts	11679884	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
Final 19-11.003	Distributions from FRS Investment Plan Accounts	10260289	Effective: 08/07/2011
Public Meeting 19-11.002 ......	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 ....	9985682	6/3/2011 Vol. 37/22
Proposed 19-11.002 ......	To update certain procedures concerning members who utilize an incorrect beneficiary designation form; to provide that a beneficiary who unlawfully kills or procures the death of a member forfeits all rights to the member’s ....	9851434	4/22/2011 Vol. 37/16
Public Meeting 19-11.002 ......	The Trustees of the State Board of Administration, on April 5, 2011, will consider proposed amendments to the following rules and will be asked .... Tuesday, April 5, 2011, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	9768693	3/25/2011 Vol. 37/12
Development 19-11.002 ......	To amend the beneficiary and distributions rules to provide that a beneficiary who unlawfully and intentionally kills or procures the death of a member forfeits all rights to the members benefits; to amend the beneficiary ....	9501458	12/23/2010 Vol. 36/51
Final 19-11.003	Distributions from FRS Investment Plan Accounts	8108538	Effective: 01/07/2010
Public Meeting 19-11.002 ......	The Trustees of the State Board of Administration, on December 8, 2009, will consider proposed amended rules and will be asked for permission .... Tuesday, December 8, 2009, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7968858	11/25/2009 Vol. 35/47
Proposed 19-11.002 ......	To adopt revised forms; to adopt one definition; to clarify certain procedures; and to reflect recent legislative changes pertaining to employment after retirement.	7825880	10/23/2009 Vol. 35/42
Public Meeting 19-11.002 ......	The Trustees of the State Board of Administration, on October 13, 2009, will consider proposed amended rules and will be asked for permission .... Tuesday, October 13, 2009, 9:00 a.m. – conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7685521	10/2/2009 Vol. 35/39
Development 19-11.002 ......	To amend the beneficiary rule to provide the designation can be done electronically; to amend the distributions rule to add information pertaining to electronic distribution requests, required minimum distributions, distributions ....	7592013	9/4/2009 Vol. 35/35
Final 19-11.003	Distributions from FRS Investment Plan Accounts	7114191	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 19-11.003	Distributions from FRS Investment Plan Accounts	4900651	Effective: 11/26/2007
Change 19-11.002 ......	Beneficiary Designation for FRS Investment Plan, Distributions from FRS Investment Plan Accounts and Reemployment with an FRS-covered Employer, FRS Investment Plan Complaint Procedures, Forfeitures, Reemployment ....	4711307	10/12/2007 Vol. 33/41
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 19-11.003	Distributions from FRS Investment Plan Accounts and Reemployment with an FRS-covered Employer	1394392	Effective: 03/09/2006
Change 19-11.003 ......	Distributions from FRS Investment Plan Accounts and Reemployment with an FRS-covered Employer, Excessive Trading in the FRS Investment Plan, FRS Investment Plan Complaint Procedures	26789	1/13/2006 Vol. 32/02

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