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Florida beneficiary designation form

Florida beneficiary form 2026

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The document is the Active Member Beneficiary Designation Form for the Florida Retirement System Pension Plan, effective from July 16. It allows currently employed or terminated members to designate or change their beneficiaries for survivor benefits. The form outlines eligibility criteria for beneficiaries, including joint annuitants, and provides instructions for completing and submitting the form. It emphasizes the importance of keeping beneficiary designations current and specifies that only spouses are eligible for monthly benefits if the member dies before retirement.

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Click ‘Get Form’ to open the Florida Beneficiary Form in our editor.
Begin by entering your personal information at the top of the form, including your name, Social Security Number, mailing address, and daytime phone number.
In the 'Primary Beneficiary' section, list up to two primary beneficiaries. For each beneficiary, provide their name, birthdate, gender, relationship to you, and the percentage of benefits they will receive. Ensure that the total percentages equal 100%.
Next, move to the 'Contingent Beneficiary' section. Again, list up to two contingent beneficiaries with their respective details and ensure their total percentages also equal 100%.
Finally, sign and date the form at the bottom before submitting it to the Division of Retirement. Keep a copy for your records.

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (150 Votes)
2013	4.4 Satisfied (143 Votes)

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