INSTRUCTIONS: ALABAMA INELIGIBLE MEMBER REFUND REQUEST (Form 7IR)
Temporary employees of the state of Alabama who are ineligible for contributions to the state Employees' Retirement System, as well as others who are ineligible, can request a refund using a form 7IR. This document can be obtained from the website of the Retirement Systems of Alabama and should be completed by the employer.
Alabama Ineligible Member Refund Request 7IR Step 1: Enter the employee's full name on the first blank line.
Alabama Ineligible Member Refund Request 7IR Step 2: Enter the employee's Social Security number on the second blank line.
Alabama Ineligible Member Refund Request 7IR Step 3: Enter your register number on the third blank line.
Alabama Ineligible Member Refund Request 7IR Step 4: On the fourth blank line, provide a written explanation of why the employee is ineligible.
Alabama Ineligible Member Refund Request 7IR Step 5: On the fifth blank line, enter the sum of the total retirement deductions taken from the employee's salary.
Alabama Ineligible Member Refund Request 7IR Step 6: On the sixth blank line, enter the sum of the total matching employer contributions which were remitted.
Alabama Ineligible Member Refund Request 7IR Step 7: On the seventh blank line, enter the sum of these two values. This is the size of the total refund being requested.
Alabama Ineligible Member Refund Request 7IR Step 8: On the eighth blank line, enter the date of the last deduction made from the employee's salary.
Alabama Ineligible Member Refund Request 7IR Step 9: On the ninth blank line, enter the name of the employing agency.
Alabama Ineligible Member Refund Request 7IR Step 10: On the tenth, eleventh and twelfth blank lines, enter the complete mailing address of the employing agency.
Alabama Ineligible Member Refund Request 7IR Step 11: On the twelfth blank line, the employing official should provide their signature.
Alabama Ineligible Member Refund Request 7IR Step 12: On the thirteenth blank line, the employing official should enter the date.
Alabama Ineligible Member Refund Request 7IR Step 14: On the fourteenth blank line, the employing official should enter their title.
Alabama Ineligible Member Refund Request 7IR Step 15: Submit this return to the address given at the top of the page. However, do not do so until you have ceased withholding retirement deductions from the wages of the employee in question and have remitted your final contribution.
