Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→FRS→Preparing your estate

How to designate beneficiaries at FRS

Covers 4 state-pension accounts — beneficiaries can be managed online

FRS

Subsidiary of Florida Department of Management Services, Division of Retirement

myfrs.com→
FRS logo

MyFRS Financial Guidance Line

Phone866-446-9377
TRS relay
711
Division of Retirement (Pension Plan)
844-377-1888
Division of Retirement (local, Tallahassee)
850-907-6500
WebsiteLearn more→

Florida Division of Retirement (Department of Management Services)

Phone850-907-6500
Toll-Free844-377-1888
EmailRetirement@dms.myflorida.com
Mailing Address

Florida Division of Retirement, P.O. Box 9000, Tallahassee, FL 32315-9000

WebsiteLearn more→

MyFRS Financial Guidance Line / Division of Retirement (Survivor Benefits)

Phone866-446-9377
Mailing Address

Florida Division of Retirement, P.O. Box 9000, Tallahassee, FL 32315-9000

Division of Retirement (Pension Plan survivors)
844-377-1888
TRS relay
711
WebsiteNotify online→
Verified Jul 2026

Estate planning with FRS centers on two elections: the retirement option that sets a continuing survivor benefit, and the beneficiary designation for any lump-sum death benefit. Both are recorded with FRS and take precedence over a will, so reviewing them after major life changes is essential.

Each of FRS's 4 pension benefits has different rules for how it transfers at death. The sections below explain the options for each.

SimplyTrustSimplyTrust Editorial·Updated July 11, 2026

Sources

  • myfrs.com
  • dms.myflorida.com
  • frs.fl.gov

Data sourced from FRS primary sources (6 pages reviewed). How we research.

Download these FRS instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against FRS primary sources. Bring it to the branch or keep it beside the phone.

FRS

Subsidiary of Florida Department of Management Services, Division of Retirement

myfrs.com→
FRS logo

MyFRS Financial Guidance Line

Phone866-446-9377
TRS relay
711
Division of Retirement (Pension Plan)
844-377-1888
Division of Retirement (local, Tallahassee)
850-907-6500
WebsiteLearn more→

Florida Division of Retirement (Department of Management Services)

Phone850-907-6500
Toll-Free844-377-1888
EmailRetirement@dms.myflorida.com
Mailing Address

Florida Division of Retirement, P.O. Box 9000, Tallahassee, FL 32315-9000

WebsiteLearn more→

MyFRS Financial Guidance Line / Division of Retirement (Survivor Benefits)

Phone866-446-9377
Mailing Address

Florida Division of Retirement, P.O. Box 9000, Tallahassee, FL 32315-9000

Division of Retirement (Pension Plan survivors)
844-377-1888
TRS relay
711
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your FRS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

Get startedApp StoreGoogle Play
SimplyTrust app shown on a phone

Estate planning articles

Learn how to protect your FRS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

Learn more
New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more