Fla. Admin. Code Ann. R. 19-11.010 - FRS Investment Plan: Privacy
(1)
Investment Plan members and beneficiaries are required to submit certain
personal identifying information, including their federally-issued social
security number. Each of the vendors under contract with the State Board of
Administration (SBA) is contractually obligated to protect this information to
the fullest extent permissible by law.
(2) A member of the Investment Plan may
authorize a particular person such as the member's spouse or financial advisor,
to receive personal identifying information by giving the person a power of
attorney or by submitting by electronic means or in paper form a signed and
notarized consent clearly identifying the person to whom the information may be
given as well as specifying exactly what information may be
disclosed.
(3) Upon the death of an
Investment Plan member who had submitted a beneficiary designation form, the
named beneficiary(ies) must provide certain personal identifying information to
the SBA before any information regarding the member will be released. The types
of information are letters of administration issued by the relevant probate
court; certified copies of the death certificate; copies of marriage
certificates; the member's social security number; and any other requested
information that can be verified with a governmental
agency.
Notes
Rulemaking Authority 121.4501(8) FS. Law Implemented 119.071, 121.4501(19) FS.
New 11-26-07, Amended 7-12-12, 4-12-17.
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