INSTRUCTIONS: ALABAMA CHANGE OF BENEFICIARY FORM PRIOR TO RETIREMENT (Form RSA 100-C)

Alabama public employees who wish to change the beneficiaries of their retirement benefits and state-administered plans do so using a form RSA 100-C. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 1: All parts of the form must be printed or typed in black ink. The first section, "Member Information," must be completed by all people filing this form. On the first blank line, enter your first name, middle or maiden name and last name.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 2: On the second blank line, enter your Social Security number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 3: On the third blank line, enter your date of birth.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 4: On the fourth blank line, enter your home telephone number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 5: Indicate whether you are an active or inactive member with a check mark.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 6: In the next section, designate your primary beneficiary. On the first blank line here, enter their name.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 7: On the second blank line, enter their relationship to you.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 8: On the third blank line, enter their date of birth.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 9: On the fourth blank line, enter their Social Security number.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 10: On the fifth blank line, enter their address.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 11: In the next section, provide the same information for the contingent beneficiary who will receive benefits if your primary beneficiary is deceased.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 12: If you wish to designate additional primary or contingent beneficiaries, enter the same information for them on the back of the form.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 13: Sign and date the form before a notary public.

INSTRUCTIONS: ALABAMA ADDRESS CHANGE NOTIFICATION (Form RSA ADDCHGF)

To change your registered home address with all Retirement Systems of Alabama accounts, use the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Address Change Notification RSA ADDCHGF Step 1: Part I concerns member information. Check the first box if enrolled in the Employees' Retirement system.

Alabama Address Change Notification RSA ADDCHGF Step 2: Check the second box if enrolled in the Teachers' Retirement System.

Alabama Address Change Notification RSA ADDCHGF Step 3: Check the third box if enrolled in the Judicial Retirement Fund.

Alabama Address Change Notification RSA ADDCHGF Step 4: Check the fourth box if a non-RSA member with an RSA-1 account.

Alabama Address Change Notification RSA ADDCHGF Step 5: On the first blank line, enter your first, middle, last and (if applicable) maiden name.

Alabama Address Change Notification RSA ADDCHGF Step 6: On the second blank line, enter your date of birth.

Alabama Address Change Notification RSA ADDCHGF Step 7: On the third blank line, enter your email address.

Alabama Address Change Notification RSA ADDCHGF Step 8: On the fourth blank line, enter your Social Security number. Alternately, enter your account (PID) number on the fifth blank line.

Alabama Address Change Notification RSA ADDCHGF Step 9: Part II concerns address information. Enter the effective date of your new address on the first blank line.

Alabama Address Change Notification RSA ADDCHGF Step 10: Enter your old street address or P.O. box number, city, state and zip code on the second blank line.

Alabama Address Change Notification RSA ADDCHGF Step 11: Enter your new street address or P.O. box number, city, state and zip code on the third blank line.

Alabama Address Change Notification RSA ADDCHGF Step 12: Enter your signature on the fourth blank line.

Alabama Address Change Notification RSA ADDCHGF Step 13: Enter the date on the fifth blank line.

Alabama Address Change Notification RSA ADDCHGF Step 14: Mail this form to the address given at the top of the page. You may also choose to complete and submit this form through Online Member Services at the URL given at the top of the page. For expedited service, fax the form to the number given at the top of the page.

INSTRUCTIONS: ALABAMA DIRECT DEPOSIT AUTHORIZATION (Form RSA DDR)

Alabama enrollees in the state Retirement Systems can use the form discussed in this article to authorize the direct deposit of benefits in their bank account. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Direct Deposit Authorization RSA DDR Step 1: Enter your Social Security number on the first blank line.

Alabama Direct Deposit Authorization RSA DDR Step 2: Indicate whether the benefit recipient is a retiree or a beneficiary of a deceased retiree or member with a check mark.

Alabama Direct Deposit Authorization RSA DDR Step 3: On the second blank line, enter your name.

Alabama Direct Deposit Authorization RSA DDR Step 4: On the next three blank lines, enter your full address.

Alabama Direct Deposit Authorization RSA DDR Step 5: On the next blank line, enter your daytime phone number.

Alabama Direct Deposit Authorization RSA DDR Step 6: On the next blank line, enter your email address.

Alabama Direct Deposit Authorization RSA DDR Step 7: Check the first box if drawing benefits from the Teachers' Retirement System.

Alabama Direct Deposit Authorization RSA DDR Step 8: Check the second box if drawing benefits from the Employees' Retirement System.

Alabama Direct Deposit Authorization RSA DDR Step 9: Check the third box if drawing benefits from the PEIRAF system.

Alabama Direct Deposit Authorization RSA DDR Step 10: Check the fourth box if drawing benefits from the Judicial Retirement Fund.

Alabama Direct Deposit Authorization RSA DDR Step 11: Check the fifth box if drawing benefits from an RSA-1 account. This can only be authorized for an annual or monthly distribution.

Alabama Direct Deposit Authorization RSA DDR Step 12: The next section is for joint financial institution account holders only.

Alabama Direct Deposit Authorization RSA DDR Step 13: The benefit recipient should enter their signature on the first blank line at the bottom of the page.

Alabama Direct Deposit Authorization RSA DDR Step 14: Enter the date on the second blank line.

Alabama Direct Deposit Authorization RSA DDR Step 15: The second page concerns your financial institution and should be completed by a recipient of this institution. They should enter the benefit recipient's name, Social Security number, depositor account number, bank routing number, financial institution name and mailing address, and indicate the type of account with a check mark.

INSTRUCTIONS: ALABAMA STATEMENT OF MILITARY SERVICE (Form TRS SMS 90-528)

Active and contributing members of the Retirement Systems of Alabama with a minimum of 10 years service credit under this system may use the form discussed in this article to purchase up to four years of active duty military service credit based upon an honorable discharge. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Statement Of Military Service TRS SMS 90-528 Step 1: Enter your name on the first blank line.

Alabama Statement Of Military Service TRS SMS 90-528 Step 2: Enter your Social Security number on the second blank line.

Alabama Statement Of Military Service TRS SMS 90-528 Step 3: Enter your street address or P.O. box number on the third blank line.

Alabama Statement Of Military Service TRS SMS 90-528 Step 4: Enter your city, state and zip code on the fourth blank line.

Alabama Statement Of Military Service TRS SMS 90-528 Step 5: Check the first statement if you are receiving no benefits for your military service.

Alabama Statement Of Military Service TRS SMS 90-528 Step 6: Check the second statement if you are receiving a service retirement benefit from a branch of the Armed Forces.

Alabama Statement Of Military Service TRS SMS 90-528 Step 7: Check the third statement if you are receiving a service retirement benefit based partially on military service from a branch of the Armed Forces. Specify the branch.

Alabama Statement Of Military Service TRS SMS 90-528 Step 8: Check the fourth statement if you are receiving disability retirement benefits from a branch of the Armed Forces.

Alabama Statement Of Military Service TRS SMS 90-528 Step 9: Check the fifth statement if you are receiving disability retirement benefits based partially on military service from a branch of the Armed Services. Specify the branch.

Alabama Statement Of Military Service TRS SMS 90-528 Step 10: Check the sixth box if you received an honorable discharge.

Alabama Statement Of Military Service TRS SMS 90-528 Step 11: Check the seventh box if you did not receive an honorable discharge.

Alabama Statement Of Military Service TRS SMS 90-528 Step 12: Enter your signature on the next blank line.

Alabama Statement Of Military Service TRS SMS 90-528 Step 13: Enter the date on the last blank line. Have the form certified by a notary public.

INSTRUCTIONS: ALABAMA FINANCIAL HARDSHIP DISTRIBUTION REQUEST RSA-1 DEFERRED COMPENSATION PLAN (Form RSA-1 EMERG)

When Alabama public employees enrolled in the state-administered RSAI-1 deferred compensation plan experience an unexpected financial hardship, they may used the form discussed in this article to request an emergency distribution from their funds. Such withdrawals are permitted only to the extent reasonably needed to resolve the emergency situation. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 1: On the first blank line, enter your first name, middle or maiden name and last name.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 2: On the second blank line, enter your street address or P.O. box number.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 3: On the third blank line, enter your city, state and zip code.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 4: On the fourth blank line, enter your Social Security number.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 5: On the fifth blank line, enter your phone number.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 6: On the sixth blank line, enter your date of birth.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 7: On the seventh blank line, enter your employer's name and address.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 8: Skip to the second page. Here, a space is provided for you to explain the full nature of your emergency. If necessary, you may attach additional sheets. Documentation must be attached to substantiate your request. Qualifying financial hardships include sudden and unexpected illness or accident, loss of property due to flood, fire or windstorm, or other similar extraordinary and unforeseeable circumstances arising from events beyond your control.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 9: Return to the first page. Enter your signature and the date where indicated.

Alabama Financial Hardship Distribution Request RSA-1 Deferred Compensation Plan RSA-1 EMERG Step 10: Appear before a notary public, who will affix their seal to certify this form.

INSTRUCTIONS: ARIZONA ELECTED OFFICIALS' RETIREMENT PLAN (Form E1)

Arizona elected officials can enroll in a state administered retirement plan using a form E1. This document can be obtained from the website maintained by the Public Safety Personnel Retirement System of the State of Arizona. 

Arizona Elected Officials' Retirement Plan E1 Step 1: On the first line, enter your name. Indicate your gender by circling "M" or "F." 

Arizona Elected Officials' Retirement Plan E1 Step 2: On the second line, enter your marital status. 

Arizona Elected Officials' Retirement Plan E1 Step 3: On the third line, enter your Social Security number. 

Arizona Elected Officials' Retirement Plan E1 Step 4: On the fourth line, enter your birth date.

Arizona Elected Officials' Retirement Plan E1 Step 5: On the fifth line, enter your complete home address.

Arizona Elected Officials' Retirement Plan E1 Step 6: On the sixth line, enter your home telephone number.

Arizona Elected Officials' Retirement Plan E1 Step 7: On the seventh line, enter your email address.

Arizona Elected Officials' Retirement Plan E1 Step 8: The next section concerns your employment. If you are an employee of the state of Arizona, check the first box.

Arizona Elected Officials' Retirement Plan E1 Step 9: Check the second box if you are a county employee and circle the name of your county.

Arizona Elected Officials' Retirement Plan E1 Step 10: Check the third box if you are a town employee and enter its name. 

Arizona Elected Officials' Retirement Plan E1 Step 11: Check the third box if you are a city official and enter its name. 

Arizona Elected Officials' Retirement Plan E1 Step 12: Enter your position title, your membership date and your current salary on the last three lines of this section.

Arizona Elected Officials' Retirement Plan E1 Step 13: In the next section, enter your spouse's name on the first line and their birth date on the second line.

Arizona Elected Officials' Retirement Plan E1 Step 14: Enter your spouse's Social Security number on the third line, and the number of children you have under age 18 on the fourth line.

Arizona Elected Officials' Retirement Plan E1 Step 15: Enter children's birth dates on the fifth line.

Arizona Elected Officials' Retirement Plan E1 Step 16: Document previous elected official employment as directed. Sign and date the bottom of the first page. Name any beneficiaries on the second page.

INSTRUCTIONS: ARIZONA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS (Form W-4P)

To voluntarily withhold federal income tax from your Arizona pension or annuity payments, an IRS form W-4P should be filed. This documented can be obtained from the website maintained by the Internal Revenue Service.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 1: The top half of the page is a worksheet for your records only. On line A, enter "1" if no one else can claim you as a dependent.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 2: On line B, enter "1" if you meet any of the three criteria listed.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 3: On line C, enter "1" for your spouse, if applicable, unless your spouse has one or more source of income subject to withholding. In that case, you may wish to enter "0" to avoid underpaying.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 4: On line D, enter the number of dependents that will be claimed on your federal tax return.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 5: On line E, enter "1" if you are filing as head of household.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 6: Line F concerns your child tax credit, if applicable.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 7: Enter the total of lines A through F on line G.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 8: Detach the worksheet from the certificate.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 9: Enter your first name, middle initial and last name.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 10: Enter your Social Security number.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 11: Enter your home street address, city, state and zip code.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 12: Check box 1 if you do not want federal income tax withheld from your annuity or pension payments.

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 13: If you want to have federal income tax withheld, enter the total number of allowances and marital status being claimed for each payment on line 2. Enter any additional amount you want withheld on line 3.