INSTRUCTIONS: ALABAMA MULTIPLE BENEFICIARIES ATTACHMENT (Form ERS 10MB)

Alabama public employees enrolled in the state-administered employees' retirement system use the form discussed in this article to designate multiple beneficiaries who will receive their benefits in the event of the member's death. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 1: Enter the member's full name on the first blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 2: Enter the member's Social Security number on the second blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 3: In the table provided below, you may designate up to eight beneficiaries. Under Alabama law, in such cases benefits will be distributed evenly between all beneficiaries under the state's "joint survivorship" guidelines. In the first column, enter the first name, middle or maiden name and last name of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 4: In the second column, enter the date of birth of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 5: In the third column, enter the address of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 6: In the fourth column, enter the relationship to you of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 7: Check the box next to the first statement if the beneficiaries designated above are different from those on your active account and you wish to have the change take effect upon the submission of this signed and notarized application to the Employees' Retirement System.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 8: Check the box next to the second statement if the beneficiaries designated above are different from those on your active account and you wish to have the change take effect on the date of your retirement.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 9: Enter your signature on the next blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 10: The form should then be certified by a notary public. They will enter the county, the date, their signature and the date on which their commission expires, as well as affixing their seal.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 11: File the form by mailing it to the address given at the top of the page.

INSTRUCTIONS: ALABAMA ANNUAL INVESTMENT OPTION ELECTION DROP ROLLOVER OR 457 TRANSFER (Form RSA-1 IOE)

Alabama public employees enrolled in the state-administered RSA-1 delayed compensation retirement fund can use a form RSA-1 IOE to elect a DROP rollover or 457 transfer. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 1: Enter your first name, middle or maiden name and last name on the first blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 2: Enter your Social Security number on the second blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 3: Enter your date of birth on the third blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 4: If the member is deceased, enter the first name, middle name or maiden name and last name of the beneficiary on the fourth blank line, their Social Security number on the fifth blank line and their date of birth on the sixth blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 5: On the next blank line, enter your street address or P.O. box number.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 6: On the next blank line, enter your city, state or zip code.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 7: On the next blank line, enter your email address.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 8: On the next blank line, enter your telephone number, including the area code.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 9: Indicate the type of election you are requesting by placing a check mark next to the appropriate statement.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 10: Enter the signature of the member or the beneficiary if the member is deceased on the next blank line and the date on the last blank line. 

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 11: Have the form certified and signed by a notary public.