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Office of the Treasurer Clerk
Retirement Services
City Hall
300 South Adams Street
Tallahassee, FL 32301
850-891-8343

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Estimate Request
Form
(PDF)

401 (k) MAP &
457 RSVP

Drop Information

Buyback Information

QDRO/OIDO (PDF)

Annual Report (PDF)

Pension Board
Members
(PDF)

 

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Retirement Forms & Publications (PDF format)

Plan Guides and Summaries BuyBack Program
Guides to Retiring Insurance (retirees)
Pension Calculation Worksheets Direct Deposit Forms (retirees)
401 (k) MAP and 457 RSVP Termination Distribution Forms (retirees/termination)
175/185 Supplemental Share Plan (Fire & Police) Social Security Notice
Deferred Retirement Option Plan (DROP) Temporary Employees Information
Frequently Used Forms

Name/Address Change Form
Retirement Benefits Estimate Request (DryRun) Form
Beneficiary Designation Form
Beneficiary Designation for Temporary Employee Form
Retirement Notification and Instructions Form
W4P Withholding for Pension or Annuity Form

Plan Guides & Summaries

The Plan Guide is the ultimate source of comprehensive information about City retirement benefits. The plan guide provides detailed information about retirement benefits including:

Plan Guide - General Employees
Plan Guide - Firefighters
Plan Guide - Police Officers
Plan Highlights for Firefighters
Plan Highlights for General Employees
Plan Highlights for Police Officers
Plan Highlights for Elected Officials
Pre-Retirement Survivor Annuity Information
Qualified Domestic Relations and Income Deduction Orders (QDRO/IDO)
Summary Plan Modification for General Employees (PDF)

Guides to Retiring

Guide to Retiring - General Employees
Guide to Retiring - Police Officers
Guide to Retiring - Firefighters
Guide to Retiring for Vested Employees
Retirement Notification and Instructions Form
Payment Options for 401(k) MAP
Payment Options for 457 RSVP, 175/185 Supplemental Share, and DROP

Pension Calculation Worksheets

Pension Calculator Worksheet For General Employees
Pension Calculator Worksheet For Firefighters
Pension Calculator Worksheet For Police Officers

401 (k) MAP and 457 RSVP

MAP vs RSVP Comparison Chart
MAP/RSVP Contribution Limits Info Sheet
401 (k) MAP Contribution Change Form: General Employees
401 (k) MAP Contribution Change Form: Police and Fire
401 (k) MAP Enrollment Form
401 (k) MAP Options at Retirement
457 RSVP Contribution Change Form
457 RSVP Enrollment Form
457 RSVP Options at Retirement

175/185 Supplemental Share Plan (Firefighters and Police Officers)

175 Supplemental Share Plan for Firefighters Information Sheet
185 Supplemental Share Plan for Police Officers Information Sheet

Deferred Retirement Option Plan (DROP)

DROP Enrollment Instructions and Form
DROP-to-Retirement Notification and Instructions Form
DROP Information Sheet For General Employees
DROP Information Sheet for Firefighters
DROP Information Sheet for Police Officers
DROP Begin and End Dates
DROP Account Value Estimator (to estimated amount that can be accumulated)

BuyBack Program

175 Firefighter Buyback Rollover Form
185 Police Buyback Rollover Form
401 (k) MAP Buyback Rollover Form
457 RSVP Buyback Rollover Form
Out of City Public Service Verification Form
NonWartime And Out-of-City BuyBack Cost Estimation Sheet
Wartime Service BuyBack Cost Estimation Sheet

Insurance

BCBS/CHP Rates and Benefits

Comparison of Benefits: BCBS vs CHP
Comparison of Medicare Benefits: BCBS vs CHP
Health Care Premiums for BCBS/CHP
Health Care Premiums for BCBS/CHP With Rates For Overage Dependents
BCBS/CHP Rules for Child Dependents Ages 19 to 30
Changes to Coverage Outside of Open Enrollment: BCBS/CHP
Discontinue Retiree Health Form

BCBS

BCBS Enrollment Form
BCBS Status Change Form
BCBS Dependent Verification Form
BCBS PrimeMail Pharmacy Mail Order Form
BCBS Schedule of Benefits
BCBS Find A Provider
BCBS PrimeMail Pharmacy Brochure
BCBS HIPAA Authorization Form
BCBS Notice of Special Enrollment Rights
Domestic Partner Information
Domestic Partnership For Retirees Affidavit
Domestic Partnership Termination Affidavit

BCBS Medicare

BCBS Medicare Schedule of Benefits
Blue Options Enrollment Guide
Blue Options Medicare Mail Order Brochure
Blue Options Medicare PirmeMail Pharmacy Mail Order Form
BlueMedicare Comprehensive Formulary
BlueMedicare Enrollment Letter
BlueMedicare Group PPO Application
BlueMedicare Group PPO Summary of Benefits
BlueMedicare Mail Order Brochure
BlueMedicare PirmeMail Pharmacy Mail Order Form
BlueMedicare Schedule of Benefits
BlueMedicare Supplemental Drug List for Employer Group Coverage

CHP

CHP Enrollment Form
CHP Dependent Eligibility Verification Form
CHP Member Status Change Form
CHP Caremark Mail Order Form
CHP Understanding How CHP Works
CHP Schedule of Benefits
CHP Physician List
CHP Away From Home Brochure
CHP Caremark Brochure
CHP Connect (Access to Online Medical Records)
CHP Drug Endorsement $15 $30 $50
CHP Overage Dependent Enrollment Form

CHP Medicare

CHP Medicare Made Easy Brochure for Retiree Advantage
CHP Medicare Schedule of Benefits for Retiee Advantage Copayments
CHP Medicare Summary of Benefits for Retiree Advantage

ARAG

ARAG Legal Insurance Brochure
ARAG Legal Insurance Plan Summary
ARAG Rate Schedule

CNA

CNA Long Term Care Change/Term Form
CNA Insurance Detailed Plan Information
CNA Rate Schedule

CompBenefits

CompBenefits Change Request Form
CompBenefits Dental Claim Form
CompBenefits Rate Schedule

Conseco

Conseco Claim Form
Conseco Beneficiary Change Form
Conseco Change Request Form
Conseco Express Payment Form
Conseco Plan Details
Conseco Rate Schedule

MetLife

MetLife Beneficiary Designation Form
MetLife Change Request Form
MetLife Beneficiary Claim Form
MetLife Disclaimer Form
MetLife Rate Schedule
MetLife Plan Guide

Forms for Retirees

Name/Address Change Form
W4P Withholding for Pension or Annuity Form
Direct Deposit 175 Firefighter Form

Direct Deposit 185 Police Form
Direct Deposit 401(k) Form
Direct Deposit 457 RSVP Form
Direct Deposit DROP Form
Direct Deposit Pension Form

Termination Distribution Forms (for Terminating/Retiring Employees only)

175 Firefigther Supplemental Share Termination Distribution Form
185 Police Supplemental Share Termination Distribution Form
401(k) MAP Termination Distribution Form
457 RSVP Termination Distribution Form
DROP Termination Distribution Form

Social Security Notice

Social Security Notice
Windfall Elimination Provision (Reduction of Social Security Benefit)
Government Pension Offset

Temporary Employees Information

Beneficiary Designation for Temporary Employee Form
Temporary Employees Information Sheet