INSTRUCTIONS: ALABAMA STATEMENT OF MILITARY SERVICE ACT 66 (Form ERS SMS)

Alabama public employees enrolled in a state-administered retirement plan can obtain credit for active military service by filing the form discussed in this article. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Statement Of Military Service Act 66 ERS SMS Step 1: Enter your first, middle and last name on the first blank line.

Alabama Statement Of Military Service Act 66 ERS SMS Step 2: Enter your address on the second blank line.

Alabama Statement Of Military Service Act 66 ERS SMS Step 3: Enter your Social Security number on the third blank line.

Alabama Statement Of Military Service Act 66 ERS SMS Step 4: Check the first box if you are currently receiving no retirement benefits.

Alabama Statement Of Military Service Act 66 ERS SMS Step 5: Check the second box if you are currently receiving service retirement benefits from a branch of the Armed Forces.

Alabama Statement Of Military Service Act 66 ERS SMS Step 6: Check the third box if you are currently receiving service retirement benefits based partially on military service from a source other than a branch of the Armed Forces. Specify the source on the blank line provided.

Alabama Statement Of Military Service Act 66 ERS SMS Step 7: Check the fourth box if you are currently receiving disability retirement benefits from a branch of the Armed Forces.

Alabama Statement Of Military Service Act 66 ERS SMS Step 8: Check the fifth box if you are currently receiving disability retirement benefits based partially on military service from a source other than a branch of the Armed Forces. Specify the source on the blank line provided.

Alabama Statement Of Military Service Act 66 ERS SMS Step 9: Enter your signature on the next blank line.

Alabama Statement Of Military Service Act 66 ERS SMS Step 10: Enter the date on the next blank line.

Alabama Statement Of Military Service Act 66 ERS SMS Step 11: The firm should be certified by a notary public.

Alabama Statement Of Military Service Act 66 ERS SMS Step 12: Mail the completed form to the address given at the top of the page. Further assistance in completion can be obtained by calling the numbers given here.

INSTRUCTIONS: ALABAMA INELIGIBLE MEMBER REFUND REQUEST (Form ERS 7IR)

When an Alabama public agency discovers that it has withheld retirement deductions from an employee who is not eligible for enrollment in the Employees' Retirement System of Alabama, they may request a refund using the document discussed in this article. This form should only be filed after you have ceased withholding retirement deductions from the employee's compensation and you have remitted the final contribution to the Employees' Retirement System of Alabama. This document can be found on the website of the Retirement Systems of Alabama.

Alabama Ineligible Member Refund Request ERS 7IR Step 1: Enter the employee's first, middle and last name on the first blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 2: Enter the employee's Social Security number on the second blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 3: Enter the employee's register number on the third blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 4: State the reason for the employee's ineligibility on the fourth blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 5: Enter the total retirement deductions made from the employee's salary on the fifth blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 6: Enter the total matching employer contributions remitted on the sixth blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 7: Enter the total refund amount owed to the employee and employer on the seventh blank line. This amount should be calculated by the Employees' Retirement System of Alabama.

Alabama Ineligible Member Refund Request ERS 7IR Step 8: Enter the date the last deduction from the employee's salary was made on the eighth blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 9: Enter the name of the employing agency on the ninth blank line.

Alabama Ineligible Member Refund Request ERS 7IR Step 10: Enter the agency's mailing address on the next three blank lines.

Alabama Ineligible Member Refund Request ERS 7IR Step 11: On the next blank line, the employing official should enter their signature.

Alabama Ineligible Member Refund Request ERS 7IR Step 12: On the next blank line, enter the date.

Alabama Ineligible Member Refund Request ERS 7IR Step 13: On the last blank line, enter the title of the employing official.

INSTRUCTIONS: ALABAMA MONTHLY MEMBER CONTRIBUTION REMITTANCE PROBATE JUDGES ON SALARY (Form JRF MMCR – Salary)

Alabama probate judges who are members of the Judicial Retirement Fund and compensated by salary are required to contribute 6% of their annual compensation. These payments must be made in equal monthly installments and are documented using a form JRF MMCR – Salary. This form can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 1: On the first blank line, enter the end date of the month you are filing for.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 2: On the second blank line, enter your county.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 3: On the third blank line, enter the member name. 

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 4: On the fourth blank line, enter your Social Security number.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 5: On the first blank line of line 1, enter your annual salary.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 6: On the second blank line of line 1, enter the annual rate of 6%.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 7: Multiply your annual salary by the annual rate and enter the resulting product on the third blank line of line 1. This is your annual contribution.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 8: On the first blank line of line 2, enter your annual contribution.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 9: Divide your annual contribution by 12 and enter the resulting figure on the second blank line of line 2. This is your monthly contribution.

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 10: The next section should only be completed if salary changes occurred during the monthly reporting period. 

Alabama Monthly Member Contribution Remittance Probate Judges On Salary JRF MMCR – Salary Step 11: Have the form certified by a notary public.