FRSM81 Rev. 5/11 Florida Retirement System (FRS) Pension Plan DROP Term/Refund Request For Refund of Employee Contributions *Q2* PO BOX 3090 Tallahassee, FL 323153090 Local Phone: (850) 487 4856 Toll.

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How to fill out the FRS-M81 Rev 5-11 Refund Application Final 6-7-11docx online

This guide provides step-by-step instructions for completing the FRS-M81 Rev 5-11 Refund Application online. Follow these instructions to ensure accurate submission of your refund application for employee contributions.

Follow the steps to successfully complete your refund application.

  1. Click the 'Get Form' button to obtain the form and open it in the editor.
  2. Begin by completing the 'Member Information' section. Provide your full name as it appears on official documents, your Social Security number, date of birth, daytime phone number, and email address.
  3. Next, fill in your mailing address, ensuring it includes the street, city, state, and zip code. This information is vital for correspondence regarding your application.
  4. In the 'Employment Information' section, state your last date of employment with any Florida Retirement System employer in the specified format (Month/Day/Year).
  5. List all FRS employers you worked for in the three months leading up to your termination date, ensuring accuracy for each employer mentioned.
  6. Read through the important information regarding refunding employee contributions to understand the implications of your request. This includes eligibility requirements and potential tax consequences.
  7. At the end of the form, sign and date the application, confirming that you acknowledge the information provided.
  8. Finally, save your changes and choose a method to submit your completed form. You can print, download, or share the document as needed. Ensure it is sent to the address or fax number provided.

Take the first step now and complete your refund application online.

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How do I contact the Florida retirement system?

We're here to help. By calling the MyFRS Financial Guidance Line toll-free at 1-866-446-9377 (TRS 711), and selecting the correct option, you'll have access to experts who can answer all your questions about retirement planning, the FRS retirement plans, and managing your finances.

Normal Retirement You have 30 years of creditable service before age 62. You have 33 years of creditable service before age 65.

Retirement Formula: Years of Creditable Service x Percentage Value x AFC = Yearly Option 1 Benefit at Normal Retirement Date. Yearly benefit divided by 12 equals Monthly Benefit. What are percentage values? The percentage value is the value you receive for each year of your creditable service.

To make your request online, log in to MyFRS.com. Select Investment Plan, FRS Investment Plan > Withdrawals and Rollovers > Withdraw or Roll Over Money, and then select a payment type. To make your request by phone, call 1-866-446-9377, Option 4 (TRS 711). You will need your PIN.

Florida, 1801 Hermitage Blvd., Suite 100, Tallahassee, Florida 32308-7743.

You can call the FRS Employer Assistance Line at 1-866-377-2121, Option 2, and speak with a Division representative to get help with the following issues. EY provides Investment Plan and Pension Plan members with financial planning services.

A member may request a refund of employee contributions any time after terminating all employment with FRS employers. The member must remain off all FRS employer payrolls for three calendar months following termination to be eligible to receive a refund of employee contributions.

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