Guiding you step by step through the Florida Retirement System
Get clear step-by-step guidance on your Florida Retirement System forms, timelines, DROP rollover and options during your personal review.
- Your DP-PAYT form and Florida Retirement System timeline, walked through line by line
- Every rollover account type compared side by side, in plain English
- The mistakes Florida Retirement System retirees make most often, and how to avoid them
While the Florida Retirement System offers some resources regarding your retirement benefits, understanding this information can be challenging, and it often lacks personalized guidance tailored to your unique circumstances.
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Guiding you step-by-step through the Florida Retirement System
Your forms, your options, and the questions to ask before you decide
You leave with your personal checklist, built around your dates, your forms and your choices.
- Your Florida Retirement System forms and timeline
What to file, in what order, and by when - Your DP-PAYT choices
Lump sum, direct rollover, or partial, and what each means for tax - Rollover account types, compared
Deferred comp, the Investment Plan, 403(b) and 457(b), traditional IRA and annuity options, side by side - Income after DROP
How your pension, DROP account and other savings fit together month to month - What retirees overlook
Spouse options, health coverage timing, and the questions to ask before you sign
Todd and Amy West
Todd and Amy West will conduct your personal review and provide clear, step-by-step guidance, delivering educational and informative support. They will also share tips that many Florida Retirement System retirees miss, to help build confidence, clarity and peace of mind.
Todd and Amy are a husband-and-wife team with a servant heart and a passion for financial literacy, licensed through the Florida Department of Financial Services. They guide hundreds of Florida Retirement System employees into retirement each month.
With access to retirement products from more than 60 national carriers, they can help you compare options designed to protect your retirement assets while offering opportunities for growth, protection and income. That comparison only happens if you ask for it. The review itself is education first.
As simple as 1, 2, 3
Schedule your review
Pick a time on the calendar. You get a confirmation by email and a call from Todd or Amy at the time you picked.
Walk through your timeline, forms and options
Your DROP exit, step by step: your forms, your deadlines and every rollover option.
Leave well informed
With your personal checklist, ready for a seamless transition into retirement.
Get the general DROP checklist now
The forms, the deadlines, and the eight questions to answer before you file your DP-PAYT. Schedule your FRS review when your 90-day window opens, and we will build your personal version with you.