Satellite Beach General DB Plan

Satellite Beach General DB Plan

FOR EMPLOYEES

How to Update Your Beneficiary for Participants Still Working at the City
Submit the following (*) to [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
* PDF document icon for Enrollment and Beneficiary Change FormEnrollment/Beneficiary Change Form

PDF document icon for How to Buy Back Prior Service guideHow to Buy Back Prior Service

PDF document icon for How to Receive a Return of Employee Contributions for Non-Vested Participants guideHow To Receive a Return of Employee Contributions for Non-Vested Participants
Submit the following (*) to [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
* PDF document icon for Application for Return of Employee Contributions formApplication for Return of Employee Contributions
* PDF document icon for Direct Deposit Agreement formDirect Deposit Agreement
PDF document icon for Special Tax NoticeSpecial Tax Notice (for participant information only)
* Copy of social security card

PDF document icon for How to Retire guideHow To Retire
Submit the following (*) to : [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
*PDF document icon for Application for Retirement Benefits form Application for Retirement Benefits
* Copies of yours and your beneficiary’s birth certificate and social security card
* PDF document icon for Direct Deposit Agreement formDirect Deposit Agreement
* PDF document icon for W-4P formW4-P
PDF document icon for Special Tax NoticeSpecial Tax Notice (for participant information only)

PDF document icon for How to Enter DROP guideHow To Enter the Deferred Retirement Option Program (DROP)
Submit the following (*) to : [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
* PDF document icon for Notice to Elect to Participate in DROP formNotice to Election to Participate in DROP
* PDF document icon for Application for Retirement Benefits formApplication for Retirement Benefits
* Copies of yours and your beneficiary’s birth certificate and social security card
PDF document icon for How to Exit DROP guideHow To Exit DROP
Submit the following (*) to : [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
* PDF document icon for Request for Conversion from DROP to Normal Retirement formRequest for Conversion from DROP to Normal Retirement
* PDF document icon for Direct Deposit Agreement formDirect Deposit Agreement
* PDF document icon for W-4P formW4-P
PDF document icon for Special Tax NoticeSpecial Tax Notice (for participant information only)

PDF document icon for How to Request a Share Plan Distribution guideHow To Request a Share Plan Distribution
Submit the following (*) to : [email protected] or FMPTF, PO Box 1757, Tallahassee, FL 32302
* PDF document icon for Share Plan Distribution FormShare Plan Distribution Form
PDF document icon for Special Tax NoticeSpecial Tax Notice (for participant information only)

For more information or set up an appointment contact Jeremy Langley at 859.552.5224.

REPORTS

Valuations

PDF document icon for 2023 Actuarial Valuation report2023 report
PDF document icon for 2022 Actuarial Valuation report2022 report
PDF document icon for 2021 Actuarial Valuation report2021 report
PDF document icon for 2020 Actuarial Valuation report2020 report
PDF document icon for 2019 Actuarial Valuation report2019 report
PDF document icon for 2018 Actuarial Valuation report2018 report
PDF document icon for 2017 Actuarial Valuation report2017 report
PDF document icon for 2016 Actuarial Valuation report2016 report
PDF document icon for 2015 Actuarial Valuation report2015 report
PDF document icon for 2014 Actuarial Valuation report2014 report

Financial Statements/Audits

PDF document icon for 2023 Annual Comprehensive Financial Report2023 report
PDF document icon for 2022 Annual Comprehensive Financial Report2022 report
PDF document icon for 2021 Annual Comprehensive Financial Report2021 report
PDF document icon for 2020 Comprehensive Annual Financial Report2020 report
PDF document icon for 2019 Comprehensive Annual Financial Report2019 report
PDF document icon for 2018 Comprehensive Annual Financial Report2018 report
PDF document icon for 2017 Financial Audit report2017 report
PDF document icon for 2016 Financial Audit report2016 report
PDF document icon for 2015 Financial Audit report2015 report
PDF document icon for 2014 Financial Audit report2014 report

F.S. Section 112.664 Required Reporting

PDF document icon for 2023 F.S. Section 112.664 compliance report2023 report
PDF document icon for 2022 F.S. Section 112.664 compliance report2022 report
PDF document icon for 2021 F.S. Section 112.664 compliance report2021 report
PDF document icon for 2020 F.S. Section 112.664 compliance report2020 report
PDF document icon for 60T Disclosures60T Disclosures
PDF document icon for 2019 F.S. Section 112.664 compliance report2019 report
PDF document icon for 2018 F.S. Section 112.664 compliance report2018 report
PDF document icon for 2017 F.S. Section 112.664 compliance report2017 report
PDF document icon for 2016 F.S. Section 112.664 compliance report2016 report
PDF document icon for 2015 F.S. Section 112.664 compliance report2015 report
PDF document icon for 2014 F.S. Section 112.664 compliance report2014 report

Historical Portfolio Allocation

PDF document icon for September 30, 2024 portfolio allocationSeptember 30, 2024
PDF document icon for September 30, 2023 portfolio allocationSeptember 30, 2023
PDF document icon for September 30, 2022 portfolio allocationSeptember 30, 2022
PDF document icon for September 30, 2021 portfolio allocationSeptember 30, 2021
PDF document icon for September 30, 2020 portfolio allocationSeptember 30, 2020
PDF document icon for September 30, 2019 portfolio allocationSeptember 30, 2019
PDF document icon for September 30, 2018 portfolio allocationSeptember 30, 2018
PDF document icon for September 30, 2017 portfolio allocationSeptember 30, 2017
PDF document icon for September 30, 2016 portfolio allocationSeptember 30, 2016
PDF document icon for September 30, 2015 portfolio allocationSeptember 30, 2015

Division of Retirement Fact Sheet

Link to Division of Retirement

Board of Trustees

PDF document icon for Current Board Members listCurrent Board Members
PDF document icon for Board BudgetBoard Budget

Summary Plan Description

PDF document icon for Current Summary Plan DescriptionCurrent Summary Plan Description

Public Records Custodian

PDF document icon for Public Records CustodianPublic Records Custodian

For more information or set up an appointment contact Jeremy Langley at 859.552.5224.