INSTRUCTIONS: ALABAMA APPLICATION AND CERTIFICATION FOR OUT-OF-STATE SERVICE CREDIT (Form RSA 50B)

Alabama public employees enrolled in the state's retirement systems can use the form discussed in this article to apply for and receive credit for out-of-state service. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 1: Part I concerns the member. Enter your first name, middle name, last name and (if applicable) maiden name on the first blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 2: Enter your date of birth on the second blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 3: Enter your Social Security number on the third blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 4: Enter your home phone number on the fourth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 5: Enter your street address or P.O. box number on the fifth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 6: Enter your work phone number on the sixth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 7: Enter your city, state and zip code on the seventh blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 8: Enter your RSA account number, if known, on the eighth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 9: Enter the name of your out of state employer on the ninth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 10: Enter your total service on the tenth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 11: Write whether you were covered by a public retirement system or plan on the eleventh blank line. If yes, write the benefit on the twelfth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 12: Enter your signature on the thirteenth blank line.

Alabama Application And Certification For Out-Of-State Service Credit RSA 50B Step 13: Document your former out-of-state employers in Part II as directed. Part III should be completed by your former employer's retirement system.

INSTRUCTIONS: ALABAMA DEFERRED RETIREMENT OPTION PLAN (DROP) PARTICIPATION PERIOD COMPLETED/CONTINUED SERVICE (Form ERS 10 D-CCE)

To terminate membership in the Alabama Deferred Retirement Option Plan (DROP), the form discussed in this article can be used. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 1: Enter your first, middle and last name on the first blank line. 

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 2: Enter your Social Security number on the second blank line.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 3: Enter your employing agency on the third blank line.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 4: Enter your registered effective date of DROP termination on the fourth blank line. The date given must be the last day of the month in question.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 5: Enter your phone number on the fifth blank line.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 6: On line I, check the box if you will continue to be employed on a full-time basis following your DROP termination.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 7: On line II, enter your signature.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 8: The form must be certified by a notary public, who will complete the middle of the page.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 9: Section III concerns your employer's certification. On line 1, they will enter your last date of service prior to DROP termination. On line 2, they will enter the closing date of the last payroll for salary earned prior to the DROP termination date.

Alabama Deferred Retirement Option Plan (DROP) Participation Period Completed/Continued Service ERS 10 D-CCE Step 10: Line 3 concerns accrued sick leave. On line 4, the authorized official enter their signature, the date, the name of the employing institution and the employer phone number.

INSTRUCTIONS: ALABAMA SPECIAL CATCH-UP ELECTION AND WORKSHEET (Form RSA-1 CATCH UP)

Alabama public employees enrolled in the state-administered RSA-1 deferred compensation plan can file the form discussed in this article to make catch-up deferrals during the three calendar years ending prior to their normal retirement age. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 1: On the first blank line, enter your first name, middle or maiden name, and last name.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 2: On the second blank line, enter your street address or P.O. box number, city, state and zip code.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 3: On the third blank line, enter your Social Security number.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 4: On the fourth blank line, enter your telephone number, including the area code.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 5: On the fifth blank line, enter your date of birth.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 6: On the sixth blank line, enter your email address.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 7: The next section concerns the special catch-up election. On the first blank line, enter your Normal Retirement Age.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 8: On the next blank line, enter the year in which you will achieve your Normal Retirement Age.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 9: The next section concerns employee certification. On the first blank line, enter the name of your current employer.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 10: On the second blank line, enter the street address or P.O. box number, city, state and zip code of your employer.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 11: On the third blank line, enter your signature.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 12: On the fourth blank line, enter the date.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 13: Complete the worksheet on the second and third pages as instructed.

INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR NON-STATE EMPLOYEES PART I

Alabama residents who are not employees of the state must prepare for retirement by completing state Form 10. This Application for Retirement is combined with an optional Direct Deposit Authorization Form in a packet available on the website of the Retirement Systems of Alabama.

Alabama Retirement Application Packet For Non-State Employees Part I Step 1: The first page of this packet contains a checklist of steps to take in completing this packet.

Alabama Retirement Application Packet For Non-State Employees Part I Step 2: The second page contain Form 10. Enter your name, Social Security number, home address, date of birth, work and home telephone numbers, and the name of your employer.

Alabama Retirement Application Packet For Non-State Employees Part I Step 3: Indicate with a check mark whether you are retiring due to disability or on a service basis. If the former, you must submit a separate Report of Disability.

Alabama Retirement Application Packet For Non-State Employees Part I Step 4: Give your date of retirement. This must fall on the first of the month in question. 

Alabama Retirement Application Packet For Non-State Employees Part I Step 5: Enter your email address.

Alabama Retirement Application Packet For Non-State Employees Part I Step 6: Those who wish for retirement benefits to be administered through direct deposit should enter the name of their bank or financial institution.

Alabama Retirement Application Packet For Non-State Employees Part I Step 7: In the next section, give the name of your primary beneficiary in the event of your death. 

Alabama Retirement Application Packet For Non-State Employees Part I Step 8: Provide the relationship of your beneficiary to you, and their date and Social Security number. Answer the next questions with check marks.

Alabama Retirement Application Packet For Non-State Employees Part I Step 9: Sign and date the form. You must then appear before a notary to have the form witnessed.

Alabama Retirement Application Packet For Non-State Employees Part I Step 10: Your employer should complete the last section of this form.

Alabama Retirement Application Packet For Non-State Employees Part I Step 11: If you wish to receive retirement benefits through a direct deposit, provide all information requested on the next to last page. The last page should be completed by a representative of your financial institution.