INSTRUCTIONS: ALABAMA DEFERRED RETIREMENT OPTION PLAN (DROP) REQUEST FOR EARLY TERMINATION OF DROP

Alabama state employees and retirees who are eligible to transfer part of their state retirement plans to an IRA or an employer plan can do so by using the document discussed in this article. This form can be found on the website of the Retirement Systems of Alabama.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 1: Enter your name and Social Security number.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 2: Enter your address.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 3: Enter your work and home telephone numbers.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 4: Enter your employing agency.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 5: Enter the requested effective date of your DROP termination.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 6: Enter your date of birth.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 7: In response to part I, indicate with a check mark why you are requesting an early termination of your DROP.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 8: In part II, indicate your wishes regarding withholding from pension or annuity payments.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 9: Only complete part III if your employing agency permits the conversion of sick leave days to retirement credits.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 10: Sign the form in Part IV.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 11: A notary public should sign the form and affix their seal.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 12: The employer should complete Part V.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP Step 13: This packet also provides a form authorizing the continuation of state health insurance, as well as one allowing you to elect to take rollover distribution and one authorizing direct deposits of your refund.

INSTRUCTIONS: ALABAMA PURCHASE TRANSFER REQUEST (Form RSA PUR TRAN)

If electing to transfer funds from a qualified and tax-deferred fund for the purchase of service in the Alabama Employees' Retirement System or Teachers' Retirement System of Alabama, you should file the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Purchase Transfer Request RSA PUR TRAN Step 1: Part I concerns the member. Indicate with a check mark whether you are a member of the Employees' Retirement System or Teachers' Retirement System.

Alabama Purchase Transfer Request RSA PUR TRAN Step 2: Enter your Social Security number on the first blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 3: Enter your account number on the second blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 4: Enter your name on the third blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 5: Enter your date of birth on the fourth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 6: Enter your address on the fifth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 7: Enter your home telephone number on the sixth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 8: Enter your work telephone number on the seventh blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 9: Enter the amount of the transfer requested on the eighth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 10: Enter your signature on the ninth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 11: Enter the date on the tenth blank line.

Alabama Purchase Transfer Request RSA PUR TRAN Step 12: Have the form certified by a notary public.

Alabama Purchase Transfer Request RSA PUR TRAN Step 13: Part II concerns the retirement plan and should be completed by a representative of the plan. They should indicate the type of plan with a check mark.

Alabama Purchase Transfer Request RSA PUR TRAN Step 14: On the next two blank lines, the representative should enter the name of the company transferring the funds and your account number.

Alabama Purchase Transfer Request RSA PUR TRAN Step 15: The plan representative should provide all other requested information, then sign and date the form.

INSTRUCTIONS: APPLICATION FOR BENEFICIARY PAYMENT DEFERRED RETIREMENT OPTION PLAN (Form RSA DROP BEN)

Spousal and non-spousal beneficiaries can apply for payments designated for them from an Alabama Deferred Retirement Option Plan (DROP) by filing the form discussed in this article. This document can be obtained from the website of the Retirement Systems of Alabama.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 1: Part I concerns the member and beneficiary. On the first blank line, enter the full name of the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 2: On the second blank line, enter the Social Security number of the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 3: On the third blank line, enter the date of birth of the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 4: On the fourth blank line, enter the date of death of the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 5: On the fifth blank line, enter the employing agency of the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 6: On the sixth blank line, enter the full name of the beneficiary.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 7: On the seventh blank line, enter the beneficiary's date of birth.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 8: On the eighth blank line, enter the beneficiary's relationship to the deceased member.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 9: On the ninth blank line, enter the beneficiary's Social Security number.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 10: Enter the beneficiary's telephone number on the tenth blank line.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 11: Enter the beneficiary's address on the eleventh blank line.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 12: Part II concerns distribution options for spousal and non-spousal beneficiaries. Complete this section as directed.

Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 13: Sign and date Part III. Obtain the certification of a notary public. Your employer should complete Part IV.

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.

INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR STATE EMPLOYEES PART I

Alabama state employees who are approaching retirement must file state forms 10 and 12 to initiate the retirement process. This article discusses the packet provided by the state containing both of these documents, as well as the optional Direct Deposit Authorization Form. The packet can be found on the website of the Retirement Systems of Alabama.

Alabama Retirement Application Packet For State Employees Part I Step 1: The first page in this packet contains a checklist of the steps to be taken to complete these forms.

Alabama Retirement Application Packet For State Employees Part I Step 2: The second page contains Form 10, your Application For Retirement. The first section requires you to provide your name, Social Security number, complete home address and telephone number, date of birth, employer name and work phone number.

Alabama Retirement Application Packet For State Employees Part I Step 3: Indicate with a check mark whether your retirement is based on service or disability. If the latter, a report of disability form must be submitted.

Alabama Retirement Application Packet For State Employees Part I Step 4: Enter the date of your retirement. This must fall on the first of the month in question.

Alabama Retirement Application Packet For State Employees Part I Step 5: Enter your email address.

Alabama Retirement Application Packet For State Employees Part I Step 6: If you wish to receive retirement benefits via direct deposit, enter the name of your bank or financial institution.

Alabama Retirement Application Packet For State Employees Part I Step 7: The next section requires you to designate a primary beneficiary in the event of your death. Sign and date the form where indicated

Alabama Retirement Application Packet For State Employees Part I Step 8: Your employer must complete the bottom of this form.

Alabama Retirement Application Packet For State Employees Part I Step 9: The next page is Form 12, the Insurance Authorization Form. Here you document your wishes about continuing or discontinuing your health insurance.

Alabama Retirement Application Packet For State Employees Part I Step 10: The last page is only to be completed if you wish to authorize payments via direct deposit.

Alabama Retirement Application Packet For State Employees Part I Step 11: Once you have completed and filed these forms, you will be sent Part II to continue the retirement process.

INSTRUCTIONS: ARIZONA ADDRESS AND NAME CHANGE FORM (Form 9)

To document an address or name change, Arizona public safety employees, elected officials and corrections officers who are active or retired should file a form 9 if they were enrolled in a state-administered retirement fund. This document can be obtained from the website maintained by the Elected Officials' Retirement Fund of the State of Arizona.

Arizona Address And Name Change Form 9 Step 1: On the first line of Section 1, enter your name and indicate the type of account with a check mark.

Arizona Address And Name Change Form 9 Step 2: On the second line, enter your SYSID (if known) and date of birth. If you are the ex-spouse of an enrolled member, enter their name.

Arizona Address And Name Change Form 9 Step 3: On the third line, enter your last name, first name and middle initial.

Arizona Address And Name Change Form 9 Step 4: On the fourth line, enter your email address.

Arizona Address And Name Change Form 9 Step 5: On the fifth line, enter your home phone number, cell phone number and work phone number.

Arizona Address And Name Change Form 9 Step 6: On the first line of Section 2, enter your primary mailing address. 

Arizona Address And Name Change Form 9 Step 7: On the second line, enter your city, state and zip code.

Arizona Address And Name Change Form 9 Step 8: If filing to document a change of address, enter the new street address on the third line and your new city, state and zip code on the fourth lien.

Arizona Address And Name Change Form 9 Step 9: If documenting a name change, enter your current and new full names in Section 3. You must attach a copy of a legal document showing your new name.

Arizona Address And Name Change Form 9 Step 10: Sign and date section 4. Those who are signing with a power of attorney or as a guardian who have not previously filed this certification must attach a complete copy of their legal appointment.

Arizona Address And Name Change Form 9 Step 11: If non-retired, mail or fax the form to the numbers specified at the top of the page. Otherwise, use the fax number provided for retired members.

INSTRUCTIONS: ALABAMA PURCHASE TRANSFER REQUEST

To transfer funds from a qualified, tax-deferred plan for the purpose of purchasing service in the Alabama Employees' Retirement System or the Teachers' Retirement System of Alabama, you must file the form discussed in this article. This form can be found on the website of the Retirement Systems of Alabama.

Alabama Purchase Transfer Request Step 1: Part I is to be completed by you. Indicate with a check mark if you are applying for a transfer to the Employees' Retirement System or the Teachers' Retirement System.

Alabama Purchase Transfer Request Step 2: Enter your Social Security number on the first line.

Alabama Purchase Transfer Request Step 3: Enter your account number on the second line.

Alabama Purchase Transfer Request Step 4: Enter your full name on the third line.

Alabama Purchase Transfer Request Step 5: Enter your date of birth on the fourth line.

Alabama Purchase Transfer Request Step 6: Enter your home telephone number on the fifth line.

Alabama Purchase Transfer Request Step 7: Enter your work telephone number on the sixth line.

Alabama Purchase Transfer Request Step 8: Enter the amount of the transfer you are requesting on the seventh line. A copy of the purchase letter must be attached.

Alabama Purchase Transfer Request Step 9: Sign and date the form at the bottom of Part I.

Alabama Purchase Transfer Request Step 10: You must appear before a notary public. They will enter the county name in which you are filing and the date. They will then sign the form, give the date on which their commission expires, and affix their seal.

Alabama Purchase Transfer Request Step 11: Submit the form to the plan from which funds will be transferred. A plan representative is responsible for completing Part II. They should indicate the type of plan with a check mark.

Alabama Purchase Transfer Request Step 12: On the first line of Part II, they should enter the company name. On the second line, they should enter your account number.

Alabama Purchase Transfer Request Step 13: On the third line, the name of a contact person should be entered. On the fourth line their telephone number should be entered.

Alabama Purchase Transfer Request Step 14: On the fifth line the qualified transfer amount should be entered. The plan representative should sign, date and file the form.