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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)

During the six-month window prior to retirement date:

1. View the following FRS Video (recommended)
2. Contact the Division of Retirement for benefit estimates:
   www.myfrs.com
   1-844-377-1888
3. Submit forms to UF Benefits (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

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

1. View the following FRS Video (recommended)
2. Contact the Division of Retirement for benefit estimates:
   www.myfrs.com
   1-844-377-1888
3. Submit forms to UF Benefits (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:

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 1-844-377-1888 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 may 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 of the FRS Pension Plan Member Handbook for more information. Early retirees will complete the same steps as listed in the “Service Retirement” section above.

Florida Investment Plan

Service Retirement

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 1-844-377-1888 to discuss your options.
2. Submit the Application for Disability Retirement to the Disability Determination Section.

ORP Plan

Prior to retirement date:

1. Contact your investment provider company
2. Submit the ORP-RETIRE form to the ORP Office at the Division of Retirement (contact information at the top of the form)
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