How to Update Your Beneficiary for Participants Still Working at the City
Submit the following (*) to sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Enrollment/Beneficiary Change Form
How To Receive a Return of Employee Contributions for Non-Vested Participants
Submit the following (*) to sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Application for Return of Employee Contributions
*
Direct Deposit Agreement
Special Tax Notice (for participant information only)
* Copy of social security card
How To Retire
Submit the following (*) to : sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Application for Retirement Benefits
* Copies of yours and your beneficiary's birth certificate and social security card
*
Direct Deposit Agreement
*
W4-P
Special Tax Notice (for participant information only)
How To Enter the Deferred Retirement Option Program (DROP)
Submit the following (*) to : sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Notice to Election to Participate in DROP
*
Application for Retirement Benefits
* Copies of yours and your beneficiary's birth certificate and social security card
How To Exit DROP
Submit the following (*) to : sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Request for Conversion from DROP to Normal Retirement
*
Direct Deposit Agreement
*
W4-P
Special Tax Notice (for participant information only)
How To Request a Share Plan Distribution
Submit the following (*) to : sforbes@flcities.com or FMPTF, PO Box 1757, Tallahassee, FL 32302
*
Share Plan Distribution Form
Special Tax Notice (for participant information only)
For more information or set up an appointment contact
Jeremy Langley at 859.552.5224.
F.S. Section 112.664 Required Reporting