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Categorical List

This page provides a complete list of the forms available to members electronically on our Web site. The forms are divided into categories that will help you find the form you need. You can scroll down the page or click on a category heading from the list below to go directly to that grouping of forms. Please note that some forms will appear in more than one category.

Beneficiary | Enrollment | Special Risk | Applying for Retirement | DROP | After You Retire | Rollover | Disability | Optional Service | Reemployment | Senior Management | SMSOAP/SUSORP | Miscellaneous

 

Beneficiary Forms

Pension Plan
BEN-001 Beneficiary Designation Form - Active Members Only
FST-12 Beneficiary Designation Form - Retired Members and DROP Participants
 

Enrollment Forms

Pension Plan and Investment Plan
ELE-1 General Retirement Plan Choice Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
ELE-1-EZ "EZ" Retirement Plan Choice Form for Regular, Special Risk, and Special Risk Administrative Support Class Employees
ELE-2 2nd Election Retirement Plan Choice Form
ELE-2-EZ "EZ" 2nd Election Retirement Plan Choice Form
EOC-1 Ballot Form for Employees of Elected Officers' Class
SMS-1 State Senior Management Service Employees Retirement Plan Enrollment Form
SMS-3 Local Senior Management Service Employees Retirement Plan Enrollment Form
Universities and Community Colleges
OCC-1 Ballot/Enrollment Form for Community Colleges Optional Retirement Program Employees
OCC-2 Retirement Plan Conversion Form for Community Colleges Optional Retirement Program Employees
ORP-2A State University System Optional Retirement Program (SUSORP)/ Retirement Conversion Form
ORP-16 State University System Optional Retirement Program (SUSORP)/ Retirement Plan Choice Form
ORP-16A State University System Optional Retirement Program (SUSORP)/ Change Form
 

Special Risk Forms

Pension Plan and Investment Plan
FRS-400 Application for Special Risk Membership - Law Enforcement/Correctional Officers
FRS-401 Special Risk Credit for Past Service
FRS-402 Application for Special Risk Equivalent Credit
FRS-404 Application for Special Risk Administrative Support Class
FRS-405 Application for Special Risk Membership - Firefighters/Paramedics/EMTs
FRS-415 Application for Special Risk Class Membership - Forensic Discipline, Effective July 1, 2008
 

Applying for Retirement Forms

Pension Plan
BVR-1 Birth Verification Form (Request for Proof of Age)
FR-11 Application for Service Retirement
FRS-11o Option Selection for FRS Members
FST-11o Option Selection for TRS and SCOERS Members
FST-12 Beneficiary Designation Form - Retired Members and DROP participants
Investment Plan
HIS-IP FRS Application for Health Insurance Subsidy for Investment Plan Members
HIS-IP-2 FRS Health Insurance Subsidy Certification for Investment Plan Members
 

DROP Forms

Pension Plan
BVR-1 Birth Verification Form (Request for Proof of Age)
DP-11 Application for Service Retirement and the Deferred Retirement Option Program (DROP)
DP-ELE Notice of Election to Participate in the Deferred Retirement Option Program (DROP) and Resignation of Employment
DP-EXT Extension of Deferred Retirement Option Program (DROP) for Specified K-12 Instructional Personnel
DROP Packet Packet containing all the forms needed to apply for DROP including the DP-11, the DP-ELE and the FRS-11o
DT-11 Teachers' Retirement System Application for Service Retirement and the Deferred Retirement Option Program (DROP)
FST-12 Beneficiary Designation Form - Retired Members and DROP participants
 

After You Retire Forms

Pension Plan
ADDCH-1 Mailing Address Change Request Form - FRS Pension Payment Recipients Only
DFS-A1-26R Direct Deposit Authorization
W-4P Withholding Certificate for Pension Payments
 

Rollover Forms

Pension Plan
PRO-1 Pretax Direct Rollover Form
DROP
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
 

Disability Forms

Pension Plan
FR-13 Application for Disability Retirement - Pension Plan Members Only
Investment Plan
PR-13 Application for Disability Retirement - Investment Plan Members Only
Pension Plan and Investment Plan
FR-13b Physician's Report
 

Optional Service Credit Forms

Pension Plan
FR-28 Application to Purchase Retirement Credit for a Leave of Absence
FR-30 Verification for In-State or Out-Of-State Service Credit
FR-DS-ORP State University System/State Community College Optional Retirement Program Distribution Statement
MF-1 Statement of Military Eligibility
MF-2 Statement of Military Eligibility to Purchase Military Service Under Out-Of-State Provisions
 

Reemployment Forms

Pension Plan
FR-23 Notification of Reemployment for Suspension of Retirement Benefits
FR-23a Application to Reactivate Retirement Benefits
 

Senior Management Service Class Forms

Pension Plan and Investment Plan
SMS-1 State Senior Management Service Employees Retirement Plan Enrollment Form
SMS-3 Local Senior Management Service Employees Retirement Plan Enrollment Form
 

SMSOAP/SUSORP Forms

Senior Management System Optional Annuity Program
OAP-ETF Supplemental Statement for Distributions for SMSOAP
SMS-1 State Senior Management Service Employees Retirement Plan Enrollment Form
State University System Optional Retirement Program
FR-SUSORP Verification of State University Optional Retirement System Service Dates
ORP-2A SUSORP Retirement Conversion Form
ORP-16 SUSORP Retirement Plan Choice Form
ORP-16A SUSORP Change Form
ORP-ETF Supplemental Statement for Distributions for SUSORP
 

Miscellaneous Forms

Pension Plan
FR-9 Information Request