Withholding Certificate for Pension or Annuity Payments

INSTRUCTIONS: ALABAMA WITHHOLDING INSTRUCTIONS FOR PENSION OR ANNUITY PAYMENTS

Alabama public employees who are enrolled in a state-administered monthly pension or annuity are required to file instructions documenting their wishes concerning federal withholding tax. Failure to file this form will result in taxes being withheld on rates commensurate with married individuals with three exemptions. This document can be found on the website of the Retirement Systems of Alabama.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 1: On the first blank line, enter your name.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 2: On the second blank line, enter your Social Security number.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 3: Check the box next to the first statement if you do not want to have federal withholding tax deducted from your monthly pension or annuity. Note that this will make you liable for all tax payments, including potential penalties if your payments are not sufficient. If you check this box, you do not need to complete the remainder of the form.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 4: Check the box next to the second statement if you wish to have your withholding tax calculated on the basis of your marital status and number of exemptions claimed. If so, indicate your marital status with a checkmark on line A and enter the total number of exemptions claimed on line B.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 5: Check the box next to the third statement if you wish to have an amount greater than required by the tax tables withheld from your monthly pension or annuity. If so, enter the dollar amount. Indicate your marital status with a checkmark on line A and enter the total number of exemptions claimed on line B.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 6: If you wish to have an additional amount withheld, check the box next to the fourth statement and enter the dollar amount. Indicate your marital status using a checkmark on line A and enter the total number of exemptions you will claim on line B.

Alabama Withholding Instructions For Pension Or Annuity Payments Step 7: Sign and date the bottom of the page where indicated.

Special Catch-Up Election and Worksheet

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

Alabama public employees who are enrolled in the RSA-1 retirement fund plan can use an RSA-1 Catch Up worksheet to make catch-up deferrals for years in which they failed to contribute the maximum possible to the retirement fund. This can be done in the three years prior to Normal Retirement Age. This form can be found on the website of the Retirement Systems of Alabama.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 1: At the top of the first page, enter your name, address, Social Security number, phone number, date of birth and email address.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 2: In the next section labeled "Special Catch-Up Election," enter the age you are designating your Normal Retirement Age and the year in which you will be this age.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 3: In the section labeled "Employee Certification," enter the name of your current employer and their address. Sign and date the bottom of this page.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 4: Complete the worksheet on the second and third pages. The first column lists every calendar year from 1986 to 2011. For each year for which you did not pay the maximum deferrable amount, enter your gross income as documented on your W-2 for that year in column B.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 5: Enter the amount contributed to your RSA-1 fund that year in column C.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 6: Subtract column C from column B. Enter the difference in column D.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 7: Consult the instructions for "Step 5" on the page to determine what figure should be entered in column E.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 8: In column F, enter the amount deferred to retirement funds in that year.

Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 9: Subtract column F from column E. Enter the difference in column G. This determines how much you can make in catch-up payments for that year. Transfer this information to the chart at the bottom of the page.

Beneficiary Designation

INSTRUCTIONS: ALABAMA BENEFICIARY DESIGNATION RSA-1 AND PEIRAF

Alabama public employees enrolled in either the RSA-1 or PEIRAF retirement funds should file a beneficiary designation to appoint beneficiaries to whom funds will be disbursed in the event of their death. This beneficiary designation form can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 1: At the top left-hand corner, indicate with a check mark whether you are enrolled in the RSA-1 or PEIRAF program.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 2: On the first blank line, enter your first name, middle or maiden name and last name.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 3; On the second blank line, enter your street address or PO box number.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 4: On the third blank line, enter your city, state and zip code.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 5: On the fourth blank line, enter your Social Security number.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 6: On the fifth blank line, enter your phone number.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 7; If you are including beneficiary information on both sides of the page, check the line stating so.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 8: The first section allows you to name up to three primary beneficiaries who will receive your benefits providing they survive you. The format for naming each beneficiary. In the first blank line for each primary beneficiary, enter their name.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 9: In the second blank line for each primary beneficiary, enter their relationship to you.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 10: In the third blank line for each primary beneficiary, enter their date of birth.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 11: In the fourth blank line for each primary beneficiary, enter their Social Security number.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 12: In the fifth blank line for each primary beneficiary, enter their address.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 13: Follow the same format to name all contingent beneficiaries who will inherit in case your primary beneficiaries do not survive you.

Alabama Beneficiary Designation RSA-1 And PEIRAF Step 14: Sign and date the form before a notary public.

Form E2: Application to Redeem Prior Service

INSTRUCTIONS: ARIZONA APPLICATION TO REDEEM PRIOR SERVICE (Form E2)

Present active Arizona elected officials with at least five years of credited service within the state's retirement plan may redeem up to 60 months funds if your prior service or employment was not on account with any other retirement system or plan. This document can be obtained from the website maintained by the Elected Officials' Retirement Plan of the State of Arizona

Arizona Application To Redeem Prior Service E2 Step 1: On the first line of section 1, enter your name.

Arizona Application To Redeem Prior Service E2 Step 2: On the second line, enter your Social Security number.

Arizona Application To Redeem Prior Service E2 Step 3: On the third line, enter your date of birth.

Arizona Application To Redeem Prior Service E2 Step 4: On the fourth line, enter your telephone number.

Arizona Application To Redeem Prior Service E2 Step 5: On the fifth line, enter your email address.

Arizona Application To Redeem Prior Service E2 Step 6: On the sixth line, enter your complete address.

Arizona Application To Redeem Prior Service E2 Step 7: On the first line of section 2, enter the name of your current employer.

Arizona Application To Redeem Prior Service E2 Step 8: Enter the date you entered office on the second lien.

Arizona Application To Redeem Prior Service E2 Step 9: Enter your current position on the third line and your current annual salary rate on the fourth line.

Arizona Application To Redeem Prior Service E2 Step 10: On the first line of section 3, enter the name of your previous employer.

Arizona Application To Redeem Prior Service E2 Step 11: Enter the date of your hire on the second line and your position and title on the third line.

Arizona Application To Redeem Prior Service E2 Step 12: Enter the date of your termination on the fourth line and your position and title at that time on the fifth line.

Arizona Application To Redeem Prior Service E2 Step 13: Section 4 is only for those seeking partial redemption. Enter the beginning date of the first line.

Arizona Application To Redeem Prior Service E2 Step 14: Enter the ending date on the second line and the total number of months on the third line.

Arizona Application To Redeem Prior Service E2 Step 15: Sign and date the bottom of the page.

Form U3 – Retired Lump: Lump Sum Distribution Election

Form U3 - Retired Lump: Lump Sum Distribution Election

INSTRUCTIONS: ARIZONA LUMP SUM DISTRIBUTION ELECTION FORM (Form U3)

To elect to receive a lump sum distribution of funds in an Arizona retirement fund for elected officials, public safety personnel or corrections officers, file a form U3. This document can be obtained from the website maintained by these retirement systems.

Arizona Lump Sum Distribution Election Form U3 Step 1: On the first blank line, enter the name of the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 2: On the second blank line, enter the Social Security number of the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 3: On the third blank line, enter the date of the participant in the plan's retirement or death. This is not applicable if the form is being filed by an ex-spouse.

Arizona Lump Sum Distribution Election Form U3 Step 4: In section 1, check the first box if you are selecting a DROP, DROP beneficiary or CORP Reverse DROP election.

Arizona Lump Sum Distribution Election Form U3 Step 5: Check the second box if you are selecting a lump-sum death benefit.

Arizona Lump Sum Distribution Election Form U3 Step 5: In section 2, check the first box if you requesting total distribution to the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 6: Check the second box if you are requesting a rollover. If so, you must list the financial institutions and the specific amount that will go to each as part of this rollover.

Arizona Lump Sum Distribution Election Form U3 Step 7: In section 3, enter your signature on the first blank line.

Arizona Lump Sum Distribution Election Form U3 Step 8: Enter the date on the second blank line.

Arizona Lump Sum Distribution Election Form U3 Step 9: The second page must be completed by every applicable financial institution if you are requesting a rollover. They should indicate your type of account with a check mark.

Arizona Lump Sum Distribution Election Form U3 Step 10: Your financial institution should enter the name of the account holder.

Arizona Lump Sum Distribution Election Form U3 Step 11: Your financial institution should enter your account number.

Arizona Lump Sum Distribution Election Form U3 Step 12: A financial institution representative should sign and date the form, as well as entering their mailing address.

Withholding Certificate for Pension or Annuity Payments W-4P

INSTRUCTIONS: ALABAMA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PLANS (Form W-4P)

Alabama public employees use a form W-4P to document their wishes regarding withholding federal income tax payments from pensions or annuities. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 1: On the first blank line, enter your name.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 2: On the second blank line, enter your Social Security number.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 3: Check the box next to statement number 1 if you do not wish for federal income tax payments to be withheld from your pensions or annuities. If this is the case, you do not need to complete any other portion of this form.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 4: Check the box next to the statement number 2 if you wish to have federal withholding tax calculated based on your marital status and the number of exemptions claimed.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 5: On line A, check whether you are single, married or married but wish to have taxes withheld at the higher single rate.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 6: On line B, enter the total number of exemptions claimed.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 7: Check the box next to statement number 3 if you wish to have an amount greater than required by tax tables withheld.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 8: If you have checked the box next to statement 3, indicate your marital status with a check mark on line A.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 9: Indicate your total exemptions claimed on line B.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 10: If you wish to have an additional amount withheld, check the box next to statement number 4. Enter the dollar amount you wish to have withheld, indicate your marital status and enter the number of exemptions being claimed.

Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 11: Sign and date the form.

Request to Fax Account Information

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.

Form ERS TRF TR-2 Transfer of Membership from Employees’ Retirement System

Form ERS TRF TR-2 Transfer of Membership from Employees' Retirement System

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.

Postretirement Employment Options

Form RSA 50B OSS Application and Certification for Out-of-State Service Credit

Retirement

Judicial Retirement System

Firefighter Certification