Rule: 19-11.003 Prev   Up   Next

Rule Title: Distributions from FRS Investment Plan Accounts
Department: STATE BOARD OF ADMINISTRATION    Add to MyFLRules Favorites
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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. 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.
References in this version: Ref-08687 Employment Termination Form
History of this Rule since Jan. 6, 2006
Notice /
Adopted
Section Description ID Publish
Date
View Text Final
19-11.003
Distributions from FRS Investment Plan Accounts 20005588 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
19-11.003
Distributions from FRS Investment Plan Accounts 18788335 Effective:
04/12/2017
View Text 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
View Text 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
View Text Final
19-11.003
Distributions from FRS Investment Plan Accounts 16890336 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
19-11.003
Distributions from FRS Investment Plan Accounts 12345498 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
19-11.003
Distributions from FRS Investment Plan Accounts 11679884 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
19-11.003
Distributions from FRS Investment Plan Accounts 10260289 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
19-11.003
Distributions from FRS Investment Plan Accounts 8108538 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
19-11.003
Distributions from FRS Investment Plan Accounts 7114191 Effective:
05/19/2009
View Text Proposed
19-11.003
......
To adopt amended forms, to adopt two definitions. 6914371 3/20/2009
Vol. 35/11
View Text 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
View Text Final
19-11.003
Distributions from FRS Investment Plan Accounts 4900651 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
19-11.003
Distributions from FRS Investment Plan Accounts and Reemployment with an FRS-covered Employer 1394392 Effective:
03/09/2006
View Text 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