INSTRUCTIONS: ALABAMA LAW ENFORCEMENT OFFICER CERTIFICATION (Form RSA LEOCFERS)

To certify Alabama law enforcement service, use the form discussed in this article. This document may be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 1: Part I should be completed by your current employer. On the first blank line, they will enter your name.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 2: On the second blank line, your current employer should enter your Social Security number.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 3: On the third blank line, your current employer should enter your current address.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 4: On the fourth blank line, your current employer should enter your work phone number.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 5: On the fifth blank line, your current employer should enter your home phone number.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 6: The employer should check the box indicate you work in law enforcement as applicable, then enter your position title on the next blank line.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 7: Your current employer should indicate whether your employment status is full-time or part-time.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 8: Your current employer should enter the name of the employing agency on the next blank line.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 9: The certifying official should enter their signature on the next blank line.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 10: The certifying official should enter the date on the next blank line.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 11: The certifying official should enter their title on the next blank line.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 12: Part II should be completed by the employer to whom the eligible periods of service were rendered. They should document your position title, beginning and ending dates of service, and total service in the table provided, then enter their agency name, the date, their signature and their title where indicated.

Alabama Law Enforcement Officer Certification RSA LEOCFERS Step 13: Mail the form to the address given in the instructions contained on the second page.

INSTRUCTIONS: ALABAMA REQUEST FOR DROP DISTRIBUTION AND ROLLOVER ELECTION (Form RSA 10 D-D)

To request distribution from a Deferred Retirement Option Plan (DROP) or a rollover election in Alabama, file the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 1: Part I concerns the member. Enter your first, middle and last name on the first blank line.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 2: Enter your Social Security number on the second blank line.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 3: Enter your street address or P.O. box number on the third blank line.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 4: Enter your home phone number, including the area code, on the fourth blank line.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 5: Enter your city, state, country and zip code on the fifth blank line.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 6: Part II concerns your distribution options. Check the first statement if you wish to receive a lump sum payment containing all funds from your DROP account, minus the 20% which must be withheld for federal income tax. If this is the case, do not complete Part III.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 7: Check the second statement if you wish to have the entire DROP account balance rolled over into an eligible retirement account listed in Part III.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 8: Check the third statement if you wish to have a certain percentage of the DROP funds rolled over into an eligible retirement account listed in Part III. Enter the percentage.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 9: Indicate with a check mark whether you are transferring funds into an RSA-1 account or another type of retirement account. If the latter, specify.

Alabama Request for Drop Distribution And Rollover Election RSA 10 D-D Step 10: Sign and date the first page. If applicable, have the trustee receiving the rollover complete Part III.

INSTRUCTIONS: ALABAMA INVESTMENT OPTION ELECTION (Form RSA-1 IOE)

Alabama public employees enrolled in the state-administered RSA-1 deferred compensation program can use the form discussed in this article to elect to use their investment option. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Investment Option Election RSA-1 IOE Step 1: Enter your first name, middle or maiden name and last name on the first blank line.

Alabama Investment Option Election RSA-1 IOE Step 2: Enter your Social Security number on the second blank line.

Alabama Investment Option Election RSA-1 IOE Step 3: Enter your date of birth on the third blank line.

Alabama Investment Option Election RSA-1 IOE Step 4: If the member is deceased, enter the full name of the beneficiary on the fourth blank line.

Alabama Investment Option Election RSA-1 IOE Step 5: If applicable, enter the beneficiary's date of birth on the fifth blank line.

Alabama Investment Option Election RSA-1 IOE Step 6: On the seventh blank line, enter your street address or P.O. box number.

Alabama Investment Option Election RSA-1 IOE Step 7: On the eighth blank line, enter your city, state and zip code.

Alabama Investment Option Election RSA-1 IOE Step 8: On the ninth blank line, enter your email address.

Alabama Investment Option Election RSA-1 IOE Step 9: On the tenth blank line, enter your phone number, including the area code.

Alabama Investment Option Election RSA-1 IOE Step 10: In the next section, you must indicate what action you wish to be taken with your account balance. Check the first statement if you wish to transfer a percentage of the month-end balance in your RSA-1 fixed investment option to the stock investment option, the second statement if you wish to transfer a fixed dollar amount, the third statement if you wish to transfer a percentage from your stock investment option to the RSA-1 fixed investment option, or the fourth statement if you wish to transfer a dollar amount from your stock investment option to the RSA-1 fixed investment option.

Alabama Investment Option Election RSA-1 IOE Step 11: Indicate your wishes regarding future deferrals where indicated.

Alabama Investment Option Election RSA-1 IOE Step 12: Enter the signature of the member or the beneficiary if the member is deceased and the date.

INSTRUCTIONS: ALABAMA LAW ENFORCEMENT OFFICER CERTIFICATION ACT 2004-637

Full-time law enforcement and corrections officers in Alabama who have not had a previous period of eligibility to purchase a hazardous duty service credit can do so by filing the form discussed in this article. It can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 1: Part I is to be completed by your current employer. Your name is entered on the first line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 2: Your Social Security number is entered on the second line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 3: Your complete address is entered on the third line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 4: Your work telephone number is entered on the fourth line, while your home telephone number is entered on the fifth line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 5: The title of your current position is entered on the sixth line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 6: Your employer should indicate with a check mark whether you are employed on a full-time or part-time basis.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 7: The title of your position is entered on the seventh line.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 8: The certifying official should enter their title and the date, as well as providing their signature.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 9: Part II is for the documentation of previous periods of eligible service completed as a full-time employee. This should be completed by the applicable employer. Your position title for each such position will be entered in the first column.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 10: The beginning date of each previous period of service will be entered in the second column.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 11: The ending date of each previous period of service will be entered in the third column.

Alabama Law Enforcement Officer Certification Act 2004-637 Step 12: Your total length of service should be entered in the fourth column. 

Alabama Law Enforcement Officer Certification Act 2004-637 Step 13: The certifying official should sign and date the form, as well as entering their title and the agency name. You may then file the form.