Form Orp-Rmd-1 - Application For Required Minimum Distribution Authorization - State University System Optional Retirement Program (Susorp)
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1
2State University System Optional Retirement Program (SUSORP)
ORP–RMD–1
Effective 11/15
Application for Required Minimum Distribution Authorization
Division of Retirement – OAP/ORP Section
PO Box 9000
Tallahassee, Florida 32315-9000
Phone: 850-778-4696 Toll-free: 877-378-7677 FAX: 850-410-2030
Email:
A.
When to use Form ORP-RMD:
This form is an application for authorization for Required Minimum Distribution (RMD) under the SUSORP and
a distribution from your SUSORP account. It is to be used when you are requesting a Required Minimum
Distribution of employer and/or required employee contributions from your SUSORP account.
Do not use this form for contract exchanges of contributions between SUSORP-approved providers and products.
You will need to contact your provider company for those forms.
Do not use this form to redirect future contributions to a different provider. If you are not retiring, and wish to
direct future contributions to a different provider, please submit form ORP-CHANGE.
Do not use this form if you are requesting a distribution of only your voluntary employee contributions from your
SUSORP account and have been terminated for 3 calendar months. Use Form ORP-REFUND for this purpose.
Do not use this form to retire from the SUSORP and request a distribution (including a rollover distribution) of
employer and/or required employee contributions from your SUSORP account. Use form ORP-RETIRE.
Eligibility for Distributions:
B.
Under Florida law, you are not eligible to access your employer and/or required employee contributions and related
earnings in your SUSORP account until you terminate all employment relationships with all participating FRS
employers for three full calendar months.
The Florida Statutes are available online at
NOTE: There may be tax penalties if you access the funds prior to age 59-1/2.
C.
Form Completion:
1. Complete Section I (Contact Information) and Section II (Member Certification) of the form. Your signature must
be notarized.
2. You must submit a copy of your birth certificate.
3. Have your employer complete Section III (Employer Certification) section of the form. Or you may submit the
form with your notarized signature to the division and we will obtain the employer certification.
4. Submit the completed form to the Division of Retirement by fax, email, or U.S. Mail using the information provided at the
top of the form.
Upon receipt of the completed form, the division will determine your eligibility to receive a retirement distribution of your
employer and/or required employee contributions from your SUSORP account. The division will notify you if you are not
eligible.
If your service provider gives you a form that requests a signature from the Division of Retirement, indicate on the
company form that Form ORP-RMD will be sent to them by the division.
Please contact the Division of Retirement using the information at the top of this page or email
if you have any questions.
Rule 60U-1.012, F.A.C.
Instructional Page 1 of 1
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