Form Orp-Refund-1 - Application For Refund Of Voluntary Employee Contributions Only - State University System Optional Retirement Program (Susorp)

Download a blank fillable Form Orp-Refund-1 - Application For Refund Of Voluntary Employee Contributions Only - State University System Optional Retirement Program (Susorp) in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form Orp-Refund-1 - Application For Refund Of Voluntary Employee Contributions Only - State University System Optional Retirement Program (Susorp) with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

ORP – REFUND–1
State University System Optional Retirement Program (SUSORP)
Effective 11/15
Application for Refund of Voluntary Employee Contributions Only
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-REFUND.
This form is an application for the refund of only your voluntary employee contributions under the SUSORP.
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.
If you are requesting a Required Minimum Distribution, please use form ORP-RMD.
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 Refund:
B.
Under Florida law, you are not eligible to access your SUSORP voluntary employee contributions and related
earnings until you terminate all employment relationships with all participating Florida Retirement System (FRS)
employers for three full calendar months.
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. Have your SUSORP employer complete Section III (Employer Certification) of the form . Or you may also submit
the form with your notarized signature to the division and we will obtain the employer certification.
3. 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 verify your termination to determine your eligibility to receive a refund
of your voluntary employee contributions. 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-REFUND 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

ADVERTISEMENT

00 votes

Related Articles

Top 20 Happy Easter Cards And Gift Tags To Download For Free
Top Ten Easter Arts And Crafts Activities For Your Kids
Free Easter Coloring Pages And Easter Printables For Your Kids

Related forms

Form Orp-rmd-1 - Application For Required Minimum Distribution Authorization - State University System Optional Retirement Program (susorp) Form Orp-rmd-1 - Application For Required Minimum Distribution Authorization - State University System Optional Retirement Program (susorp) Legal
Form St-ch-1 - Application For Certificate Of Exemption For Nonprofit Child - Departament Of Revenue, State Of Georgia Form St-ch-1 - Application For Certificate Of Exemption For Nonprofit Child - Departament Of Revenue, State Of Georgia Financial
Form St-128.1 - Application For Out-of-state Resale Permit Form St-128.1 - Application For Out-of-state Resale Permit Financial
Form St-128.1 - Application For Out-of-state Resale Permit Form St-128.1 - Application For Out-of-state Resale Permit Financial
Form F 8002-1 - Application For Waiver Of The Appellate Filing Fee In A Chapter 7 Case Form F 8002-1 - Application For Waiver Of The Appellate Filing Fee In A Chapter 7 Case Legal
Form As 2917.1 - Application For Duplicate Of Sales And Use Tax Certificates And Waivers - 2013 Form As 2917.1 - Application For Duplicate Of Sales And Use Tax Certificates And Waivers - 2013 Financial
Form 21j - Appendix 1 - Application For Certificate Of Compliance For Dispensing Facilities Form 21j - Appendix 1 - Application For Certificate Of Compliance For Dispensing Facilities Financial
Form St-nh-1 - Application For Certification Of Exemption Licensed Nonprofit In-patient: Nursing Home, Hospice, General Hospital Or Mental Hospital Form St-nh-1 - Application For Certification Of Exemption Licensed Nonprofit In-patient: Nursing Home, Hospice, General Hospital Or Mental Hospital Financial
Form Mlpa-12-1 - Application For Certificate Of Authority To Transact Business Form Mlpa-12-1 - Application For Certificate Of Authority To Transact Business Legal
Form 33-h-1 - Application For Renewal Of Investment Adviser And Representative Registration - 2002 Form 33-h-1 - Application For Renewal Of Investment Adviser And Representative Registration - 2002 Financial

Related Categories

Parent category: Legal
Download
Go
Page of 2