INSTRUCTIONS: ARIZONA DIRECT DEPOSIT AUTHORIZATION FOR RETIRED MEMBERS (Form 13)

To authorize or cancel direct deposits to the bank account of retired members enrolled in Arizona's state-administered retirement plans for public safety personnel, corrections officers or elected officials, a form 13 should be filed. This document can be obtained from the website of the Public Safety Personnel Retirement System.

Arizona Direct Deposit Authorization For Retired Members 13 Step 1: In the first blank box, enter your Social Security number.

Arizona Direct Deposit Authorization For Retired Members 13 Step 2: In the second blank box, indicate with a check mark whether this authorization should be applied to a retired or DROP account, to a survivor or guardian account, or that of an ex-spouse. If the latter, provide their name.

Arizona Direct Deposit Authorization For Retired Members 13 Step 3: Enter your SYSID, if known, in the third blank box.

Arizona Direct Deposit Authorization For Retired Members 13 Step 4: Enter your date of birth in the fourth blank box.

Arizona Direct Deposit Authorization For Retired Members 13 Step 5: Enter your email address in the fifth blank box.

Arizona Direct Deposit Authorization For Retired Members 13 Step 6: Enter your last name in the sixth blank box. 

Arizona Direct Deposit Authorization For Retired Members 13 Step 7: Enter your first name and middle initial in the seventh blank box.

Arizona Direct Deposit Authorization For Retired Members 13 Step 8: Enter your street address in the eighth blank box.

Arizona Direct Deposit Authorization For Retired Members 13 Step 9: Enter your city, state and zip code in the ninth blank box. In the last three boxes of the first part, enter your home number, cell phone number and work phone number.

Arizona Direct Deposit Authorization For Retired Members 13 Step 10: In Section 2, indicate whether this is a checking or savings account with a check mark.

Arizona Direct Deposit Authorization For Retired Members 13 Step 11: Enter your routing number, account number and the name of the financial institution on the next three blank lines.

Arizona Direct Deposit Authorization For Retired Members 13 Step 12: Check the box in Section 3 if canceling a direct deposit authorization.

Arizona Direct Deposit Authorization For Retired Members 13 Step 13: Sign and date the bottom of the page.

INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR STATE EMPLOYEES PART I

Alabama public employees who live in the state can use the packet discussed in this article to initiate the retirement process. This packet can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Retirement Application Packet For State Employees Part I Step 1: The first page is a cover page detailing the contents of the packet.

Alabama Retirement Application Packet For State Employees Part I Step 2: The second page contains a checklist for completion of the retirement process.

Alabama Retirement Application Packet For State Employees Part I Step 3: The third page contains ERS form 10, the actual application for retirement. The first section concerns the member. Provide all information requested.

Alabama Retirement Application Packet For State Employees Part I Step 4: Enter the name of the bank or financial institution to which retirement benefits should be deposited.

Alabama Retirement Application Packet For State Employees Part I Step 5: Enter the name, relationship to you, Social Security number and date of birth of your designated beneficiary.

Alabama Retirement Application Packet For State Employees Part I Step 6: If the designated beneficiary named here is different from the one listed on your account, indicate with a check mark whether you would like the change to take effect upon the submission of this signed and notarized document or on the date of your retirement.

Alabama Retirement Application Packet For State Employees Part I Step 7: Sign and date the form where indicated, then obtain the certification of a notary public.

Alabama Retirement Application Packet For State Employees Part I Step 8: Have your employer complete the bottom of the page.

Alabama Retirement Application Packet For State Employees Part I Step 9: The fourth page contains ERS form 12, an insurance authorization form. Provide all information requested about your wishes regarding health insurance. 

Alabama Retirement Application Packet For State Employees Part I Step 10: Obtain the certification of a notary public, then have your employer complete the bottom of this form.

Alabama Retirement Application Packet For State Employees Part I Step 11: The fifth and sixth pages contain form RSA DDR, used to authorize the direct deposit of benefit funds into your bank account. Provide all information requested. Your financial institution should complete the fifth page.

INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM TEACHERS' RETIREMENT SYSTEM (Form TRS TRF TR-1)

To transfer your membership from the Alabama Teachers' Retirement System, a form TRS TRF TR-1 should be filed. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 1: Part I should be completed by you. Enter your first name, given middle name, last name and (if applicable) maiden name on the first blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 2: Enter the name under which you were last employed, if different from the above, on the second blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 3: Enter your Social Security number on the third blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 4: Enter your home street address or P.O. box number on the fourth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 5: Enter your city, state and zip code on the fifth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 6: Enter your last employing school system on the sixth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 7: Enter the date of your last employment in education on the seventh blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 8: Enter the name of your present employer under the Employees' Retirement System on the eighth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 9: Enter the date on which your present employment began on the ninth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 10: Enter your signature on the tenth blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 11: Enter the date on the eleventh blank line.

Alabama Transfer Of Membership From Teachers' Retirement System TRS TRF TR-1 Step 12: Part II should be completed by your last TRS employer. They should enter your total current year contributions on the first blank line, contributions to be credited after June 30 on the second blank line, and their signature on the third blank line.

INSTRUCTIONS: ALABAMA DIRECT DEPOSIT AUTHORIZATION

Alabama state employees who retire can use the form discussed in this article to authorize payment of retirement benefits through direct deposit. This form is found on the website of the Retirement Systems of Alabama.

Alabama Direct Deposit Authorization Step 1: The first section requires information about the benefits recipient. Indicate with a check mark whether this is the retiree or the beneficiary of a deceased retiree or member.

Alabama Direct Deposit Authorization Step 2: On the first blank line, enter the beneficiary's Social Security number.

Alabama Direct Deposit Authorization Step 3: On the second blank line, enter their name.

Alabama Direct Deposit Authorization Step 4: On the third, fourth and fifth blank lines, enter the beneficiary's complete address.

Alabama Direct Deposit Authorization Step 5: On the sixth blank line, enter the beneficiary's daytime phone number.

Alabama Direct Deposit Authorization Step 6: On the seventh blank line, enter the beneficiary's email address.

Alabama Direct Deposit Authorization Step 7: Indicate with a check mark which system or systems you would like your benefits direct deposited from.

Alabama Direct Deposit Authorization Step 8: The next section is to be completed if a joint financial institution account is concerned. If so, the names and signatures of all joint financial institution account holders should be provided, as well as the date.

Alabama Direct Deposit Authorization Step 9: The benefit recipient should sign and date the bottom of the first page.

Alabama Direct Deposit Authorization Step 10: The reverse side of the page should be completed by a representative of the financial institution. In the first blank line of the first section on this page, the name of the beneficiary should be entered.

Alabama Direct Deposit Authorization Step 11: The financial institution representative should enter the beneficiary's Social Security number in the second blank line, the depositor's account number in the third blank line, the routing number on the fourth line, and the name of the financial institution on the fifth line. Indicate whether this is a checking or savings account with a check mark.

Alabama Direct Deposit Authorization Step 12: The financial institution representative should enter their business mailing address and the name or names of all persons on this account. The representative should print and sign their name at the bottom of this page, as well as providing the date and their telephone number.

INSTRUCTIONS: WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS (Form W-4P)

All or a portion of your Arizona pension benefit may be considered federally taxable. You may complete a federal form W-4P to give the Arizona State Retirement System instructions on how to withhold federal taxes from your pension or annuity payments. This document can be obtained from the website maintained by the Internal Revenue Service.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 1: The top section of the form is a personal allowances worksheet to be completed for your records. Enter "1" for yourself if you cannot be claimed as a dependent by anyone else on line 1 and meet at least one of the three other listed requirements. If you meet another one, enter another "1" on line 2. You may enter the same figure for your spouse on line C.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 2: Enter the total number of dependents you will be claiming on line D, and enter "1" on line E if you will be filing as head of household.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 3: Line F concerns the child tax credit. Total lines A through F and enter the sum on line G.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 4: Detach the worksheet from the bottom half of the page along the line where indicated.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 5: On the first line of the form, enter your first name and middle initial, last name and Social Security number.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 6: On the next two lines, enter your full home address. On the right, enter your claim or identification number of your pension or annuity contract.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 7: Check line 1 if you do not wish to have federal income tax withheld from your pension or annuity. If so, do not complete the remainder of the form.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 8: Complete the Deductions and Adjustments Worksheet on the second page to complete line 2.

Withholding Certificate For Pension Or Annuity Payments W-4P Step 9: Complete the Multiple Pensions/More-Than-One-Income Worksheet on the second page to complete line 3.