Rule: 19-11.002 Prev   Up   Next

Rule Title: Beneficiary Designations and Distributions for FRS Investment Plan
Department: STATE BOARD OF ADMINISTRATION    Add to MyFLRules Favorites
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):

VIEW_RULE Effective Date: 2/12/2018
History Notes: Rulemaking Authority 121.4501(8) FS. Law Implemented 121.091(5)(j), (8), 121.4501(20), 121.591(3), 732.802 FS. History–New 10-21-04, Amended 3-9-06, 11-26-07, 12-8-08, 1-7-10, 8-7-11, 7-12-12, 12-16-12, 10-15-13, 1-28-14, 12-30-15, 2-9-17, 2-12-18.
References in this version: Ref-07364 Revised Beneficiary Designation Form- 2016
History of this Rule since Jan. 6, 2006
Notice /
Adopted
Section Description ID Publish
Date
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 20005491 Effective:
02/12/2018
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 18529054 Effective:
02/09/2017
View Text Proposed
19-11.002
......
To set forth proposed amendments to Rule 19-11.002, F.A.C. which serve to adopt the latest version of the beneficiary designation form. Further, the rule is being amended to indicate that if a Special Risk Class Investment .... 18348440 12/8/2016
Vol. 42/237
View Text Development
19-11.002
......
To set forth proposed amendments to Rule 19-11.002 which serve to adopt the latest version of the beneficiary designation form. Further, the rule is being amended to indicate that if a Special Risk Class Investment Plan .... 18285293 11/21/2016
Vol. 42/226
View Text Withdrawal
19-11.002
......
Beneficiary Designations and Distributions for FRS Investment Plan, Benefits Payable for Investment Plan Member Disability and In-Line-Of-Duty Death Benefits 18276854 11/17/2016
Vol. 42/224
View Text Proposed
19-11.002
......
To set forth proposed amendments to Rule 19-11.002 which serve to adopt the latest version of the beneficiary designation form. Further, the rule is being amended to indicate that if a Special Risk Class Investment Plan .... 17828423 8/12/2016
Vol. 42/157
View Text Development
19-11.002
......
To set forth proposed amendments to Rule 19-11.002 which serve to adopt the latest version of the beneficiary designation form. Further, the rule is being amended to indicate that if a Special Risk Class Investment Plan .... 17702808 7/1/2016
Vol. 42/128
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 16890239 Effective:
12/30/2015
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 14056481 Effective:
01/28/2014
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 13611930 Effective:
10/15/2013
View Text 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
View Text Proposed
19-11.002
......
To amend Rule 19-11.002, F.A.C., to indicate what happens when a beneficiary is “per Florida law” as described in Section 121.4501(2), Florida Statutes and that beneficiary fails to contact the FRS Investment Plan and/or .... 13400373 8/19/2013
Vol. 39/161
View Text 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 ....
  August 6, 2013, 9:00 a.m. (ET) – conclusion of the meeting
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
13299396 7/26/2013
Vol. 39/145
View Text Development
19-11.002
......
To amend Rule 19-11.002, F.A.C., to indicate what happens when a beneficiary is “per Florida law” as described in Section 121.4501(2), Florida Statutes and that beneficiary fails to contact the FRS Investment Plan and/or .... 13172520 6/28/2013
Vol. 39/126
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 12345401 Effective:
12/16/2012
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designations and Distributions for FRS Investment Plan 11679787 Effective:
07/12/2012
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designation for FRS Investment Plan 10260192 Effective:
08/07/2011
View Text 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
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designation for FRS Investment Plan 8108441 Effective:
01/07/2010
View Text 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
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designation for FRS Investment Plan 6494167 Effective:
12/08/2008
View Text Change
19-11.002
......
Beneficiary Designation for FRS Investment Plan, Second Election Enrollment Procedures for the FRS Retirement Programs 6317821 10/24/2008
Vol. 34/43
View Text 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
View Text 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
View Text 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
View Text Development
19-11.002
......
To amend existing rules to provide updated procedures for the FRS Investment Plan. 5785000 6/27/2008
Vol. 34/26
View Text Final
19-11.002
Beneficiary Designation for FRS Investment Plan 4900554 Effective:
11/26/2007
View Text 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
View Text 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
View Text 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
View Text 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
View Text 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
View Text Final
19-11.002
Beneficiary Designation for FRS Investment Plan 1394295 Effective:
03/09/2006