Pension Plan Policies / Forms / Reports

Policies

• DROP Policy (PDF)
• Investment Policy (PDF)
• Service Purchase Policy (PDF)

Forms

Active Members

• Pre-Retirement Beneficiary Designation (PDF)
• Service Purchase Application and Declaration Military (PDF)
• Service Purchase Application and Declaration Non-Military (PDF)

Retirees

• Change of Address (PDF)
• Direct Deposit Authorization (PDF)

Reports

Historical Investment Return

• 7 Year Investment Return - Boca Raton GE (PDF)

FL Stat 112.664

• 112.664 Compliance - 2020 - Boca Raton GE (PDF)
• 112.664 Compliance - 2021 - Boca Raton GE (PDF)
• GE Annual Actuarial Valuation Report as of October 1, 2021 (PDF)
• GE Annual Actuarial Valuation Report as of October 1, 2022 (PDF)

Financial Statements

• GE Financial Statements for Fiscal Years Ending September 30, 2020 and September 30, 2021 (PDF)
• GE Financial Statements for Fiscal Years Ending September 30, 2021 and September 30, 2022 (PDF)

Links

• Internal Revenue Service
• Social Security Administration
• State of Florida