Preparing to Retire

Steps for active employees to follow as they prepare to retire. Detailed checklists will assist in your transition from an active employee to a retiree.

Florida Pension Plan

Service Retirement (not DROP) detailed checklist

During the six-month window prior to retirement date:

  1. Attend GET573 Florida Pension Plan/DROP workshop (recommended)
  2. Contact the Division of Retirement for benefit estimates:
    www.rol.frs.state.fl.us
     1-888-738-2252
  3. Submit forms to UF Retirement Services (fax 352-392-5166):
    Service Retirement Packet
     Birth certificate
     Joint Annuitant’s birth certificate (if you choose Option 3 or 4 on the FRS-11o)
  4. Submit your retirement letter to your department

After retirement date:

  1. Contact PeopleFirst about your State health/life insurance
  2. Contact Social Security about Medicare enrollment

DROP Retirement detailed checklist

During the six-month window prior to DROP Entry date:

  1. Attend GET573 Florida Pension Plan/DROP workshop (recommended)
  2. Contact the Division of Retirement for benefit estimates:
    www.rol.frs.state.fl.us
    1-888-738-2252
  3. Submit forms to UF Retirement Services (fax 352-392-5166):
    DROP Retirement Packet
    Birth certificate
    Joint Annuitant’s birth certificate (if you choose Option 3 or 4 on the FRS-11o)
  4. Notify your department of vacation leave cashout hours (if any)

After DROP Exit date: detailed checklist

  1. Contact PeopleFirst about your State health/life insurance
  2. Contact Social Security about Medicare enrollment

Disability Retirement

  1. Contact the Division of Retirement’s Disability Determination Section at 1-877-738-3725 to discuss your options.
  2. Submit the Application for Disability Retirement to the Disability Determination Section.

Early Retirement

Vested members who are within 20 years of their normal retirement date my elect to take an early retirement and have their benefit reduced by 5% for each year between their age and their normal retirement age. Refer to the “Early Retirement” section on Page 49 of the Regular Class Retirement Guide for more information. Early retirees will complete the same steps as listed in the “Service Retirement” section above.

Florida Investment Plan

Service Retirement detailed checklist

During the six-month window prior to retirement date:

  1. Review the Termination Kit
  2. Call MyFRS at 1-866-446-9377
  3. Submit your retirement letter to your department

After retirement date:

  1. Contact PeopleFirst about your State health/life insurance
  2. Contact Social Security about Medicare enrollment

Disability Retirement

  1. Contact the Division of Retirement’s Disability Determination Section at 1-877-738-3725 to discuss your options.
  2. Submit the Application for Disability Retirement to the Disability Determination Section.

ORP Plan detailed checklist

Prior to retirement date:

  1. Contact your investment provider company
  2. Submit the ORP-ETF form to UF Retirement Services
  3. Submit your retirement letter to your department

After retirement date:

  1. Contact PeopleFirst about your State health/life insurance
  2. Contact Social Security about Medicare enrollment