INSTRUCTIONS: ALABAMA REQUEST TO FAX ACCOUNT INFORMATION 

Members enrolled in Alabama government retirement systems may request that certain information about their account be faxed to them. This is done using the form discussed in this article, which can be obtained from the website of the Retirement Systems of Alabama.

Alabama Request To Fax Account Information Step 1: At the top of the page, enter either "Member Services" or the name of a specific agent towards whom this request is directed.

Alabama Request To Fax Account Information Step 2: In Part I, indicate with a check mark whether this request applies to an ERS, TRS, JRF, PEEHIP or RSA-1 account.

Alabama Request To Fax Account Information Step 3: On the first blank line of Part I, print your  name.

Alabama Request To Fax Account Information Step 4: On the second blank line, enter the last 4 digits of your Social Security number. Alternately, you may enter your retirement or insurance account (PID) number.

Alabama Request To Fax Account Information Step 5: On the last blank line of this section, enter your contact phone number.

Alabama Request To Fax Account Information Step 6: In Part II, you must indicate the type of information you are requesting. Check the first box if requesting a verification of income and monthly benefits.

Alabama Request To Fax Account Information Step 7: Check the second box if requesting a certification of your retirement account balance.

Alabama Request To Fax Account Information Step 8: Check the third box if requesting a certification of DROP account balance.

Alabama Request To Fax Account Information Step 9: Check the fourth box if "other" and write the information you are requesting.

Alabama Request To Fax Account Information Step 10: Check the fifth box if you wish for a copy of your current year 1099R.

Alabama Request To Fax Account Information Step 11: Check the sixth box if you wish for a copy of a previous year's 1099R and enter the year.

Alabama Request To Fax Account Information Step 12: Enter the fax number to which this information should be faxed.

Alabama Request To Fax Account Information Step 13: Enter the name of the person who should be listed on the cover sheet and the company or business name if applicable.

Alabama Request To Fax Account Information Step 14: Enter your address if documenting a change of address.

INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM EMPLOYEES' RETIREMENT SYSTEM (Form ERS TRF TR-2)

To transfer credit from the Alabama Employees' Retirement System to the state Teachers' Retirement System, use the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 1: Part I should be completed by you. On the first blank line, enter your first name, middle name, last name and maiden name.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 2: If the name under which you were employed is different from the above, enter it on the second blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 3: On the third blank line, enter your Social Security number.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 4: Enter your home street address or P.O. box number on the fourth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 5: Enter your city, state and zip code on the fifth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 6: Enter the name of your last employing Employees' Retirement System unit on the sixth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 7: Enter the date of your last employment by this unit on the seventh blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 8: Enter the name of your present employing Teachers' Retirement System Unit on the eighth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 9: Enter the date on which your present employment began on the ninth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 10: Enter your signature on the tenth blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 11: Enter the date on the eleventh blank line.

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 12: Part II should be completed by your last Employees' Retirement System employer. They should enter your total current year signature and their signature.

INSTRUCTIONS: ARIZONA APPLICATION FOR A SEPARATION BENEFIT/DEFERRED BENEFIT (Form E6)

Arizona elected public officials who terminate their employment may either apply for a refund of money contributed to their state-administered retirement plan or apply to have benefits deferred until they are of age to collect. These requests are made using a form E6. This document can be obtained from the website of the Elected Officials' Retirement Plan of the State of Arizona.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 1: Enter your name on the first line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 2: Enter your Social Security number on the second line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 3: Enter your street address, as well as your apartment number (if applicable) on the third line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 4: Enter your city, state and zip code on the fourth line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 5: Enter your phone number on the fifth line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 6: Enter your birth date on the sixth line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 7: Enter the name of your office on the seventh line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 8: Enter the beginning date of your employment in this office on the eighth line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 9: Enter the termination date of your employment in this office on the ninth line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 10: If you place your initials on the blank line in the section labeled "Refund Option," you are requesting a refund of contributions to the elected officials' retirement plan.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 11: If you place your initials on the blank line in the section labeled "Deferred Pension Office," you are leaving your credits on deposit in anticipation of collection when eligible.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 12: You must initial the next blank line.

Arizona Application For A Separation Benefit/Deferred Benefit E6 Step 13: Sign and date the bottom of the first page. Have your governing authority complete the certification of termination on the second page. 

INSTRUCTIONS: ALABAMA CHANGE OF BENEFICIARY FORM PRIOR TO RETIREMENT (Form RSA 100-C)

Prior to your retirement, if you wish to change the beneficiaries who will receive the accumulated credits from your contributions to your Alabama retirement fund as a state employee in the event of your death, you may do so by filing a form RSA 100-C. This document can be obtained from the website of the Retirement Systems of Alabama. Print or type your answers in black ink. Note that this form should not be used by those who are retired or participants in the DROP program.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 1: Enter your name and Social Security number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 2: Enter your date of birth.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 3: Enter your home phone number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 4: Indicate with a check mark if you are an active or inactive member.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 5: The section below is where you name your primary beneficiary. On the first line there, give their name.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 6: On the second line, state their relationship to you.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 7: On the third line, give their date of birth.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 8: On the fourth line, enter their Social Security number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 9: On the fifth line, give their full address.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 10: You may name additional primary beneficiaries on the second page.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 11: The next section allows you to name a contingent beneficiary in the event that all of your primary beneficiaries are deceased. Provide their name, relationship to you, date of birth, Social Security number and address.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 12: You must sign and date the form in the presence of a notary public.