HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 1 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S A bill to be entitled 1 An act relating to the Florida Retirement System; 2 amending s. 121.021, F.S.; revising and providing 3 definitions; amending s. 121.091; requiring the 4 Division of Retirement to adopt rules for the 5 provision of volunteer services; authorizing employers 6 to establish volunteer programs; providing an 7 effective date. 8 9 Be It Enacted by the Legislature of the State of Florida: 10 11 Section 1. Subsection (39 ) of section 121.021, Florida 12 Statutes, is amended, and subsection (65) is added to that 13 section, to read: 14 121.021 Definitions. —The following words and phrases as 15 used in this chapter have the respective meanings set forth 16 unless a different meaning is p lainly required by the context: 17 (39)(a) "Termination" occurs, except as provided in 18 paragraphs paragraph (b) and (c), when a member ceases all 19 employment relationships with , and ceases providing services to, 20 all participating employers, however: 21 1. For retirements effective before July 1, 2010, if a 22 member is employed by , or provides services to, any such 23 employer within the next calendar month, termination shall be 24 deemed not to have occurred. A leave of absence constitutes a 25 HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 2 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S continuation of the employ ment relationship, except that a leave 26 of absence without pay due to disability may constitute 27 termination if such member makes application for and is approved 28 for disability retirement in accordance with s. 121.091(4). The 29 department or state board may re quire other evidence of 30 termination as it deems necessary. 31 2. For retirements effective on or after July 1, 2010, if 32 a member is employed by , or provides services to, any such 33 employer within the next 6 calendar months, termination shall be 34 deemed not to have occurred. A leave of absence constitutes a 35 continuation of the employment relationship, except that a leave 36 of absence without pay due to disability may constitute 37 termination if such member makes application for and is approved 38 for disability retire ment in accordance with s. 121.091(4). The 39 department or state board may require other evidence of 40 termination as it deems necessary. 41 (b) "Termination" for a member ending participation 42 electing to participate in the Deferred Retirement Option 43 Program occurs when the program participant ceases all 44 employment relationships with , and ceases providing services to, 45 all participating employers in accordance with s. 121.091(13), 46 however: 47 1. For termination dates occurring before July 1, 2010, if 48 a the member is employed by, or provides services to, any such 49 employer within the next calendar month, termination shall will 50 HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 3 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S be deemed not to have occurred, except as provided in s. 51 121.091(13)(b)4.c. A leave of absence constitutes shall 52 constitute a continuation of the employment relationship. 53 2. For termination dates occurring on or after July 1, 54 2010, if a the member becomes employed by , or provides services 55 to, any such employer within the next 6 calendar months, 56 termination shall will be deemed not to have occu rred, except as 57 provided in s. 121.091(13)(b)4.c. A leave of absence constitutes 58 a continuation of the employment relationship. 59 (c) Effective July 1, 2011, "termination" for a member 60 receiving a refund of employee contributions occurs when a 61 member ceases all employment relationships with , and ceases 62 providing services to, all participating employers for 3 63 calendar months. A leave of absence constitutes a continuation 64 of the employment relationship. 65 66 All terminations must be a termination of employment as defined 67 in 26 C.F.R. s. 1.409A -1(h)(1)(ii). Volunteer services do not 68 constitute employment by, or provision of services to, an 69 employer. The department or state board may require any evidence 70 of termination necessary to determine compliance with this 71 chapter or the rules adopted thereunder. 72 (65) "Volunteer services" means services provided in 73 accordance with any rules adopted under s. 121.091(15). 74 Section 2. Paragraph (c) of subsection (4) of section 75 HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 4 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S 121.091, Florida Statutes, is amended, and subsec tion (15) is 76 added to that section, to read: 77 121.091 Benefits payable under the system. —Benefits may 78 not be paid under this section unless the member has terminated 79 employment as provided in s. 121.021(39)(a) or begun 80 participation in the Deferred Retirement Option Program as 81 provided in subsection (13), and a proper application has been 82 filed in the manner prescribed by the department. The department 83 may cancel an application for retirement benefits when the 84 member or beneficiary fails to timely provide the information 85 and documents required by this chapter and the department's 86 rules. The department shall adopt rules establishing procedures 87 for application for retirement benefits and for the cancellation 88 of such application when the required information or documents 89 are not received. 90 (4) DISABILITY RETIREMENT BENEFIT. — 91 (c) Proof of disability. —The administrator, before 92 approving payment of any disability retirement benefit, shall 93 require proof that the member is tota lly and permanently 94 disabled as provided herein: 95 1. Such proof shall include the certification of the 96 member's total and permanent disability by two licensed 97 physicians of the state and such other evidence of disability as 98 the administrator may require, including reports from vocational 99 rehabilitation, evaluation, or testing specialists who have 100 HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 5 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S evaluated the applicant for employment. A member whose position 101 with an employer requires that the member work full time outside 102 this state in the United States m ay include certification by two 103 licensed physicians of the state where the member works. A 104 member who is receiving care at a federal Veterans Health 105 Administration facility may include certification by two 106 licensed physicians working at the facility. 107 2. It must be documented that: 108 a. The member's medical condition occurred or became 109 symptomatic during the time the member was employed in an 110 employee/employer relationship with his or her employer; 111 b. The member was totally and permanently disabled at th e 112 time he or she terminated covered employment; and 113 c. The member has not been employed with , or provided any 114 services to, any other employer after such termination. 115 3. If the application is for in -line-of-duty disability, 116 in addition to the requiremen ts of subparagraph 2., it must be 117 documented by competent medical evidence that the disability was 118 caused by a job-related illness or accident which occurred while 119 the member was in an employee/employer relationship with his or 120 her employer. 121 4. The unavailability of an employment position that the 122 member is physically and mentally capable of performing will not 123 be considered as proof of total and permanent disability. 124 (15) VOLUNTEER SERVICES. —The division shall adopt rules 125 HB 1121 2023 CODING: Words stricken are deletions; words underlined are additions. hb1121-00 Page 6 of 6 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S establishing criteria for volu nteer services that retirees may 126 provide to an employer while still being deemed to have a 127 termination as defined in s. 121.021(39). Employers may 128 establish volunteer programs in accordance with these rules. 129 Section 3. This act shall take effect July 1, 2023. 130