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Annual Investment Option Election for DROP Rollover or 457 Transfer
Annual Investment Option Election for DROP Rollover or 457 Transfer

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INSTRUCTIONS: ALABAMA ANNUAL INVESTMENT OPTION ELECTION DROP ROLLOVER OR 457 TRANSFER (Form RSA-1 IOE) Alabama public employees enrolled in the DROP or section 457 retirement plans can use a form RSA-1 IOE to annually declare how much they wish of their funds to be invested in fixed or stock investment options. This document can be obtained from the website of the Retirement Systems of Alabama. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 1: Indicate with a check mark whether you are performing a DROP rollover or a 457 transfer. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 2: On the first blank line, enter your full name. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 3: On the second blank line, enter your Social Security number. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step4: On the third blank line, enter your date of birth. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step5: If you are the beneficiary of a deceased person, complete the next three lines, Otherwise, leave these blank. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step6: Enter your street address, email address and home phone number where indicated. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step7: Check only one of the four listed options regarding your account. Check the box next to the first statement to set a percentage of your fixed investment to be transferred to stocks and write the percentage. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step8: Check the box next to the second statement to set a dollar amount of your fixed investment to be transferred to a stock investment and write the dollar amount. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step9: Check the box next to the third statement to transfer a percentage of your stock investment to a fixed investment option and write the percentage. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step10: Check the box next to the fourth statement to transfer a dollar amount of your stock investment to a fixed investment and write the amount.
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  • INSTRUCTIONS: ALABAMA ANNUAL INVESTMENT OPTION ELECTION DROP ROLLOVER OR 457 TRANSFER (Form RSA-1 IOE) Alabama public employees enrolled in the DROP or section 457 retirement plans can use a form RSA-1 IOE to annually declare how much they wish of their funds to be invested in fixed or stock investment options. This document can be obtained from the website of the Retirement Systems of Alabama. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 1: Indicate with a check mark whether you are performing a DROP rollover or a 457 transfer. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 2: On the first blank line, enter your full name. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 3: On the second blank line, enter your Social Security number. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 4: On the third blank line, enter your date of birth. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 5: If you are the beneficiary of a deceased person, complete the next three lines, Otherwise, leave these blank. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 6: Enter your street address, email address and home phone number where indicated. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 7: Check only one of the four listed options regarding your account. Check the box next to the first statement to set a percentage of your fixed investment to be transferred to stocks and write the percentage. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 8: Check the box next to the second statement to set a dollar amount of your fixed investment to be transferred to a stock investment and write the dollar amount. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 9: Check the box next to the third statement to transfer a percentage of your stock investment to a fixed investment option and write the percentage. Alabama Annual Investment Option Election DROP Rollover Or 457 Transfer RSA-1 IOE Step 10: Check the box next to the fourth statement to transfer a dollar amount of your stock investment to a fixed investment and write the amount.

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