Florida Administrative Code › 60 - DEPARTMENT OF MANAGEMENT SERVICES › 60S - Division of Retirement › Chapter 60S-4 - BENEFITS › Section 60S-4.008 - Benefits Payable Upon Death

Current through Reg. 50, No. 138; July 16, 2024
(1)
(a) If the death of an FRS Pension Plan
				member occurs, other than in-line-of-duty, prior to the member becoming vested,
				the member's designated beneficiary shall receive a refund of the member's
				accumulated contributions, except as provided in subsection
				 60S-2.010(4),
				F.A.C., and shall make application to the Division for such refund on Form
				FST-11g effective 12/15,
http://www.flrules.org/Gateway/reference.asp?No=Ref-06736
,
				Florida Retirement System Pension Plan Application of Beneficiary for Benefit
				Payment, herein adopted by reference, which may be obtained by calling the
				Division Toll Free at (844)377-1888, if calling from outside the Tallahassee
				calling area, or locally at (850)907-6500, or if hearing or speech impaired by
				calling the Division via T.D.D. at the Florida Relay System by dialing 711 or
				(800)955-8771.
(b) If the death of
				a State and County Officers' and Employees' Retirement System member occurs
				prior to the member meeting the requirements for retirement under chapter 122,
				F.S., other than for a high-hazard member killed in the line of duty as
				provided in section  122.34(6),
				F.S., the member's designated beneficiary shall only receive a refund of the
				member's accumulated contributions as provided in section
				 122.12, F.S., and shall make
				application to the Division for such refund on Form FST-11g, Florida Retirement
				System Pension Plan Application of Beneficiary for Benefit Payment as adopted
				in paragraph (a).
(c)
1. If the death of a Teachers' Retirement
				System member occurs prior to the member obtaining 10 years of creditable
				service, the member's designated beneficiary shall receive a refund of the
				member's accumulated contributions as provided in section
				 238.07, F.S., and shall make
				application to the Division for such refund on Form FST-11g, Florida Retirement
				System Pension Plan Application of Beneficiary for Benefit Payment as adopted
				in paragraph (a).
2. In addition,
				survivor benefits may be payable in accordance with section
				 238.07(18),
				F.S. Survivors meeting the eligibility criteria for such benefits as provided
				in section  238.07(18),
				F.S., shall make application to the Division on Form TR-11c (Rev. 12/02),
https://www.flrules.org/Gateway/reference.asp?No=Ref-00383
,
				Teachers' Retirement System Application for Survivor Benefits herein
				incorporated by reference, which may be obtained by calling the Division Toll
				Free at (844)377-1888, if calling from outside the Tallahassee calling area, or
				locally at (850)907-6500, or if hearing or speech impaired by calling the
				Division via T.D.D. at the Florida Relay System by dialing 711 or
				(800)955-8771. An unmarried surviving dependent child of the deceased member
				over 18 years of age but not over 22 years of age and enrolled as a student in
				an accredited education institution meeting the eligibility criteria for
				survivor benefits under section
				 238.07(18),
				F.S., shall also be required to submit the information in paragraph (d) to the
				Division for survivor benefit eligibility determination.
(d) An unmarried dependent child of a
				deceased member who is over the age 18 must submit the following documents:
a. An acceptance letter from an accredited
				educational institution or Form SRF-2, effective 07/16,
http://www.flrules.org/Gateway/reference.asp?No=Ref-07584
,
				Florida Retirement System Student Report Form, herein adopted by reference,
				which may be obtained by calling the Division Toll Free at (844)377-1888, if
				calling from outside the Tallahassee calling area, or locally at (850)907-6500,
				or if hearing or speech impaired by calling the Division via T.D.D. at the
				Florida Relay System by dialing 711 or (800)955-8771, completed by the
				accredited educational institution; and,
b. A completed Form SRF-3, effective 07/16,
http://www.flrules.org/Gateway/reference.asp?No=Ref-07586
,
				Florida Retirement System Authorization for Release of Information, herein
				adopted by reference, which may be obtained by calling the Division Toll Free
				at (844)377-1888, if calling from outside the Tallahassee calling area, or
				locally at (850)907-6500, or if hearing or speech impaired by calling the
				Division via T.D.D. at the Florida Relay System by dialing 711 or
				(800)955-8771; and,
c. A completed
				Form SVF-2, effective 07/16,
http://www.flrules.org/Gateway/reference.asp?No=Ref-07585
,
				Florida Retirement System Affidavit Attesting to Eligibility for Monthly
				Retirement Benefits, herein adopted by reference, which may be obtained by
				calling the Division Toll Free at (844)377-1888, if calling from outside the
				Tallahassee calling area, or locally at (850)907-6500, or if hearing or speech
				impaired by calling the Division via T.D.D. at the Florida Relay System by
				dialing 711 or (800)955-8771.