DFS-A3-1932 (Rev. 5/16/13)
FICAREFUNDREQUEST
OR
OPSFICAALTERNATIVERETIREMENTPLANCONTRIBUTIONREFUNDREQUEST
TheemployingagencymustcompletePartIandIItorequestarefundofFederalInsuranceContribution
Act(FICA)taxes,alsoknownasSocialSecurity(Old‐Age,Survivors,andDisabilityInsurance)and
Medicareand/ortorequestarefundoftheemployee’scontributiontotheOPSFICAAlternative
RetirementPlan.TheemployeeneedstosignPartIIIiftherefundrequestedisforprioryearFICAtaxes.
PartI.Tobecompletedandsignedbyemployingagency
LastName FirstName MiddleInitial
Last4digitsofSocialSecurityNumber DatesemployeeiseligibleforarefundofSocialSecurityand/or
Medicaretax
XXX‐XX‐ From: To:
Checkallthatapply:
RefundofSocialSecurityTaxes
RefundofMedicareTaxes
RefundofOPSFICAAlternativeRetirementPlanContribution
Agency29‐digitFLAIRaccountcodeinwhichtheagency'smatchingrefundshouldberestored
____‐____‐__‐____________‐________________‐____‐____________‐____
AgencyPreparer'sName(printed) AgencyPreparer'sTitle
AgencyPreparer'sName(signed) Date Phone:
Email:
PartII.Reasonemployeeiseligibleforrefund
Dualemployment
IndividualisanOPSemployeethatalsoholdsasalariedposition,buthasNOTbeen
continuouslyemployedbytheStateofFloridaasasalariedemployeesincepriortoApril1,
1986.CorrectretirementcodeisZM.
IndividualisanOPSemployeethatalsoholdsacareerserviceposition.Employeehasbeen
continuouslyemployedbytheStateofFloridaasasalaried(notOPS)sincepriortoApril1,
1986.CorrectretirementcodeisZX.
Rehiredretiree
IndividualisanOPSemployeethatretiredfromaFloridaRetirementSystememployerand has
beguntoreceivebenefitsfromthesystemorhasreachednormalretirementageunderthe
plan.CorrectretirementcodeisZM.
OPSeligibletoparticipateintheOPSFICAAlternativeRetirementPlan
IndividualisatemporaryorseasonalOtherPersonnelServicesemployeethatdoesotherwise
meetcriteriatobeexemptfromthealternativeplan.Correctretirementcodeis ZA.
OtherperInternalRevenueCode§3121(b)(7)(F)
Employeeisaclient,inmateorresidentofaStatehospital,home,orinstitution.Correct
retirementcodeisZX.
Employeeishiredtorelieveanindividualfromunemployment.CorrectretirementcodeisZX.
Employeehiredtemporarilyforemergenciesornaturaldisasters.CorrectretirementcodeisZX.