INSTRUCTIONS: ALABAMA STATEMENT OF MILITARY SERVICE (Form TRS SMS 1109)

New employees who become members of the Retirement Systems of Alabama may purchase up to four years of active duty military service credit based upon an honorable discharge. This is done using the form discussed in this article, which is available on the website maintained by the Retirement Systems of Alabama.

Alabama Statement Of Military Service TRS SMS 1109 Step 1: Enter your name on the first blank line.

Alabama Statement Of Military Service TRS SMS 1109 Step 2: Enter your Social Security number on the second blank line.

Alabama Statement Of Military Service TRS SMS 1109 Step 3: Enter your street address or P.O. box number on the third blank line.

Alabama Statement Of Military Service TRS SMS 1109 Step 4: Enter your city, state and zip code on the fourth blank line.

Alabama Statement Of Military Service TRS SMS 1109 Step 5: Check the box next to the first statement if you are receiving no benefits for your military service.

Alabama Statement Of Military Service TRS SMS 1109 Step 6: Check the box next to 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 1109 Step 7: Check the box next to the third statement if you are receiving a service retirement benefit based partially on your military service from a source other than a branch of the Armed Forces. Specify the source.

Alabama Statement Of Military Service TRS SMS 1109 Step 8: Check the box next to the fourth statement if you are receiving a disability retirement benefit from a branch of the Armed Forces.

Alabama Statement Of Military Service TRS SMS 1109 Step 9: Check the box next to the fifth statement if you are receiving a disability retirement benefit based partially on your military service from a source other than a branch of the Armed Forces. Specify the sources.

Alabama Statement Of Military Service TRS SMS 1109 Step 10: Check the box next to the sixth statement if you received an honorable discharge.

Alabama Statement Of Military Service TRS SMS 1109 Step 11: Check the box next to the seventh statement if you did not receive an honorable discharge.

Alabama Statement Of Military Service TRS SMS 1109 Step 12: Sign and date the form.

INSTRUCTIONS: ALABAMA INCOMING TRANSFER FROM OTHER SECTION 457 PLANS TO RSA-1 (Form RSA-1 457)

To apply for a transfer from other section 457 plans to an RSA-1 fund managed by the Retirement Systems of Alabama as a state employee, file the document discussed in this article. This form can be obtained from the website of the Retirement Systems of Alabama.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 1: Part I concerns the member. On the first two blank lines, enter your name and Social Security number.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 2: On the next two blank lines, enter your home street address or P.O. box number, city, state and zip code.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 3: On the next two blank lines, enter your phone number and email address.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 4: On the next blank line, enter the name of your employer.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 5: On the next blank line, enter your date of birth.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 6: Indicate with a check mark whether you are a member of ERS/JRF, TRS or other.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 7: Part II concerns your previous 457 plan. Provide its name, the name of a contact person and their phone number, the plan's address, the account number with a trustee or record keeper, the qualified transfer amount and deferrals prior to 1997 not previously deferred for state of Alabama purposes. A trustee official or record keeper must sign and date this section.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 8: Part III contains payment transfers.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 9: In Part IV, enter the amount whose transfer you are authorizing on the blank line.

Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 10: Sign and date the page where indicated, then obtain the certification of a notary public.

INSTRUCTIONS: ALABAMA NOTICE OF FINAL DEPOSIT AND REQUEST FOR REFUND (Form RSA 7)

Alabama state employees who are terminating their employment and are not seeking employment with another agency can file a form RSA 7 to make their final deposit and request a refund. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 1: Part I requests information about you. Enter your name on the first blank line.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 2: Enter your date of birth on the second blank line.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 3: Enter your Social Security number on the third blank line. 

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 4: Enter your home phone number on the fourth blank line. 

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 5: Enter your street address or P.O. box number on the fifth blank line.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 6: Enter your work phone number on the sixth blank line.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 7: Enter your city, state and zip code on the seventh blank line.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 8: Enter your RSA account number on the eighth blank line if known.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 9: In Part II, indicate with a check mark whether you wish to receive your refund as a lump-sum payment or as a direct rollover giving a percentage of the taxable benefit of your specification to a trustee. If the latter, provide all identifying information requested about them and obtain the signature of a trustee official.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 10: Sign and date the bottom of the first page. The bottom portion of the page should be completed by a notary public.

Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 11: Part III should be completed by the payroll official of your employer. 

INSTRUCTIONS: ARIZONA SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS

The Arizona Public Safety Personnel Retirement System sent out the letter discussed in this article to inform those enrolled in its system, as well as corrections officers and elected officials enrolled in the equivalent state-run pension plans, how to defer federal income tax on their retirement savings. This document can be obtained from the website maintained by the Arizona Public Safety Personnel Retirement System.

Arizona Special Tax Notice Regarding Plan Payments Step 1: The first paragraph is an introductory paragraph explaining the purpose of this document.

Arizona Special Tax Notice Regarding Plan Payments Step 2: The second paragraph concerns your right to waive the 30-Day Notice Period.

Arizona Special Tax Notice Regarding Plan Payments Step 3: The next two paragraphs outline your rollover options.

Arizona Special Tax Notice Regarding Plan Payments Step 4: The next section provides general information about rollovers. The first paragraph discusses how a rollover can affect tax payments.

Arizona Special Tax Notice Regarding Plan Payments Step 5: The next paragraph discusses to where a rollover can be made.

Arizona Special Tax Notice Regarding Plan Payments Step 6: The next three paragraphs discuss how to do a rollover.

Arizona Special Tax Notice Regarding Plan Payments Step 7: The next section discusses how much you may roll over.

Arizona Special Tax Notice Regarding Plan Payments Step 8: The next section discusses consequences of not performing a rollover, including paying 10% additional tax on early distributions.

Arizona Special Tax Notice Regarding Plan Payments Step 9: The remainder of this part of the document discusses rollovers to IRAs and potential attendant 10% additional tax payments and state income taxes.

Arizona Special Tax Notice Regarding Plan Payments Step 10: The next section discusses special rules and options. The first topic discussed is payments including after-tax contributions.

Arizona Special Tax Notice Regarding Plan Payments Step 11: The next topic discussed is what to do if you miss the 60-day rollover deadline.

Arizona Special Tax Notice Regarding Plan Payments Step 12: The next topic discussed is what to do if you were born on or before January 1, 1936. 

Arizona Special Tax Notice Regarding Plan Payments Step 13: The remainder of the topics discussed concern retired public safety officers whose pension payments pay for health coverage or qualified long-term care insurance, those who are not plan participants, and how to obtain more information.

INSTRUCTIONS: ALABAMA STATEMENT OF WITHDRAWN SERVICE

Alabama state employees enrolled in either the Employees' Retirement System or the Teachers' Retirement System who have previously withdrawn their contributions can restore previously canceled credits by filing the form discussed in this article. This withdrawn service cannot be service credit which has been established with any other public retirement system. 

Alabama Statement Of Withdrawn Service Step 1: On the first blank line, enter your first, middle and last names.

Alabama Statement Of Withdrawn Service Step 2: On the second blank line, enter your complete address.

Alabama Statement Of Withdrawn Service Step 3: On the third blank line, enter your Social Security number.

Alabama Statement Of Withdrawn Service Step 4: Three statements are printed below. Place a check in the first set of blank parentheses if you have not established any other public retirement system credit utilizing previously withdrawn service.

Alabama Statement Of Withdrawn Service Step 5: Place a check in the second set of blank parentheses if you have established any other public retirement system credit utilizing previously withdrawn service.

Alabama Statement Of Withdrawn Service Step 6: Place a check in the third set of blank parentheses if you have established another public retirement system credit for part of your previously withdrawn service. Enter the number of years and months which have been transferred to this credit.

Alabama Statement Of Withdrawn Service Step 7: Enter your signature and the date. 

Alabama Statement Of Withdrawn Service Step 8: Once you have completed the form, it must be certified by a notary public. In the space below the solid line, they will enter the state and county, the date on which you appeared before them and your name. They will then sign the bottom of the form, provide the date on which their commission expires, and affix their seal.

Alabama Statement Of Withdrawn Service Step 9: File the form at the address given at the top of the form. 

Alabama Statement Of Withdrawn Service Step 10: Once your application has been processed, you will need to pay the cost of purchasing your previously withdrawn service. You will be assessed a fee of the amount previously withdrawn, along with eight percent interest compounded from the date of withdrawal to the date of payment. The total withdrawn payment must be made before your employment ceases.

INSTRUCTIONS: ALABAMA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS (Form RSA WCPAP)

To document your wishes regarding withholding federal tax deductions from monthly pensions or annuities administered by the Retirement Systems of Alabama, file the form discussed in this article. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 1: Enter the member's name on the first blank line.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 2: Enter the member's Social Security number on the second blank line.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 3: Check the box on line 1 if you do not wish to have federal tax deductions withheld from monthly pensions or annuities. If this is the case, do not complete any other areas of this form other than signing and dating the bottom of the page.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 4: Check the box on line 2 if you wish to have federal withholding tax calculated using your marital status and the number of exemptions being claimed.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 5: Indicate your marital status with a check mark on line A.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 6: Enter the total number of exemptions being claimed on line B. If left blank, it will be assumed you meant 0.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 7: Check the box on line 3 if you wish to have an amount withheld from your monthly pension or annuity payments greater than the amount on the tax tables. 

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 8: Indicate your marital status with a check mark on line A.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 9: Enter the total exemptions being claimed on line B.

Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 10: Check the box on line 4 if you want an additional amount withheld. Enter the amount, note your marital status on line A with a check mark, and enter the total exemptions being claimed on line B. Enter your signature and the date at the bottom of the page.

INSTRUCTIONS: ALABAMA RSA-1 ENROLLMENT (Form RSA-1 EN)

Alabama employees can enroll in the state-administered RSA-1 deferred compensation plan by filing the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama RSA-1 Enrollment RSA-1 EN Step 1: Enter your first name, middle or maiden name and last name on the first blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 2: Enter your street address or P.O. box number on the second blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 3: Enter your city, state or zip code on the third blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 4: Enter your Social Security number on the fourth blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 5: Enter your date of birth on the fifth blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 6: Indicate your sex with a check mark.

Alabama RSA-1 Enrollment RSA-1 EN Step 7: Enter your phone number, including the area code, on the sixth blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 8: Enter your email address on the seventh blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 9: Enter the name of your employing agency on the eighth blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 10: Enter your employer phone number on the ninth blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 11: Check the first statement if currently enrolled in the Employees' Retirement System (ERS).

Alabama RSA-1 Enrollment RSA-1 EN Step 12: Check the second statement if currently enrolled in the Judicial Retirement Fund (JRF).

Alabama RSA-1 Enrollment RSA-1 EN Step 13: Check the third statement if currently enrolled in the Teachers' Retirement System (TRS).

Alabama RSA-1 Enrollment RSA-1 EN Step 14: Check the fourth statement if not currently enrolled in the ERS, TRS or JRF.

Alabama RSA-1 Enrollment RSA-1 EN Step 15: Read the statements printed on the bottom half of the page. These include information about other forms which must be submitted in addition with this enrollment form.

Alabama RSA-1 Enrollment RSA-1 EN Step 16: Enter your signature on the next blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 17: Enter the date on the last blank line.

Alabama RSA-1 Enrollment RSA-1 EN Step 18: Submit the form to the address given at the top of the page.