Retiree Page
|
The Online Services link takes you to Retirement Online, a secure website for retirees and other payees of the FRS Pension Plan. By logging into your secure Online Services account you can access many features affecting your confidential personal information, including:
|
- Maintain your account Profile including your user name, password and e-mail address;
- Update your federal tax withholding;
- Update your mailing address and phone number;
- View and/or print your most recent benefit payment information (“benefit stub”) and recent payment history including your tax withholding, insurance deductions and Health Insurance Subsidy payments;
- Print a pension verification letter (awards letter);
- Select delivery options (Communication Preferences) for uninterrupted mailings;
- View and/or print IRS Form 1099-Rs since tax year 2000.
|
| If you are unable to log in to your Online Services account, view our quick clip titled How to Log In to Online Services (PDF). If you are still unable to access your Online Services account, contact our Retired Payroll Section toll free at (888) 377-7687 or (850) 488-4742 in the Tallahassee local calling area.
|
| You can also view our quick clip titled Online Services for Retirees (PDF) for an explaination of the various features available to you through your Online Services account.
|
|
Forms Used by Retirees
|
|---|
| Form ID
| Form Description
|
| ADDCH-1
| Mailing Address Change Request Form - FRS Pension Payment Recipients Only
|
| DFS-A1-26R
| Direct Deposit Authorization
|
| HIS-1
| FRS Health Insurance Subsidy Certification for Pension Plan Members
|
| IPDROP-AD-1
| DROP to Investment Plan Direct Rollover Form for Current Members
|
| IPDROP-RO-1
| DROP to Investment Plan Direct Rollover Form for Former Members
|
| W-4P
| Withholding Certificate for Pension Payments
|
|
Helpful Links
|
|---|
- AARP - American Association of Retired Persons.
- Calculators - Access to financial calculators which provide quick and easy help with some common financial topics including retirement, investments, personal finance and home financing.
- Consumer Hotlines - Access toll-free consumer hotlines of the Florida Department of Financial Services (FLDFS), where you can ask a financial question or file a consumer complaint, reach the FLDFS Consumer Helpline or obtain the Annual Financial Report for Florida (CAFR). The FLDFS website is also the place where you can check to see if the state is holding money or other unclaimed property in your name.
- Direct Deposit Information - Advantages of direct deposit, sign-up instructions, contact information, forms and more.
- IRS Information for Seniors and Retirees - Links to tax forms, instructions, publications, articles and other items of special interest to older Americans and retirees, including a link to 1040 Central, where you can obtain highlights of recent tax law changes, tax tips and news releases.
- People First - Insurance Information for State Government Retirees.
- SBA - Florida State Board of Administration is the State Agency that manages the investment of the FRS Trust Fund and administers the FRS Investment Plan.
- Social Security Factsheet (2012) - This factsheet lists changes affecting the social security laws in 2012, including tax rates, maximum taxable earnings, retirement "earnings test" exempt amounts, disablity thresholds, maximum benefit amounts, SSI provisions and estimated average benefits.
- USPS Zip Code Lookup - U.S. Postal Service website.
- For other websites that may be of interest to you, please visit the Links page of our website.
|
| E-mail your retired payroll comments or questions to us. Please include your name, mailing address, e-mail address, the last four digits of your social security number and your phone number if you require an answer from us.
|
IRS 1099-R Form
Note to payees who received benefits in calendar year 2011:
The Internal Revenue Service (IRS) Form 1099-R, is now available on the Online Services page under “Account Information.” If you chose to receive a paper copy of Form 1099-R, we used your mailing address on file as of January 4, 2012; you should receive your form by the end of January 2012.
2012 Federal Tax Tables Changes
Federal tax withholding rates were changed effective January 1, 2012. The updated rates will reduce the tax withholding amount for many retirees, beginning with their January 31, 2012, monthly retirement benefit.
Notice
A new Online Service feature, introduced for your convenience, is the ability to adjust your federal tax withholding (Form W-4P) online. After logging in to your Online Services account you are now able to view and change your current Federal Tax Withholding information.
