INSTRUCTIONS: ALABAMA DEFERRED RETIREMENT OPTION PLAN (DROP) PARTICIPATION PERIOD COMPLETED REQUEST FOR DROP TERMINATION (Form ERS 10 D-C)

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

Temporary employees of the state of Alabama who are ineligible for contributions to the state Employees' Retirement System, as well as others who are ineligible, can request a refund using a form 7IR. This document can be obtained from the website of the Retirement Systems of Alabama and should be completed by the employer.

Alabama Ineligible Member Refund Request 7IR Step 1: Enter the employee's full name on the first blank line.

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

Alabama Ineligible Member Refund Request 7IR Step 3: Enter your register number on the third blank line.

Alabama Ineligible Member Refund Request 7IR Step 4: On the fourth blank line, provide a written explanation of why the employee is ineligible.

Alabama Ineligible Member Refund Request 7IR Step 5: On the fifth blank line, enter the sum of the total retirement deductions taken from the employee's salary.

Alabama Ineligible Member Refund Request 7IR Step 6: On the sixth blank line, enter the sum of the total matching employer contributions which were remitted.

Alabama Ineligible Member Refund Request 7IR Step 7: On the seventh blank line, enter the sum of these two values. This is the size of the total refund being requested.

Alabama Ineligible Member Refund Request 7IR Step 8: On the eighth blank line, enter the date of the last deduction made from the employee's salary.

Alabama Ineligible Member Refund Request 7IR Step 9: On the ninth blank line, enter the name of the employing agency.

Alabama Ineligible Member Refund Request 7IR Step 10: On the tenth, eleventh and twelfth blank lines, enter the complete mailing address of the employing agency.

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

Alabama Ineligible Member Refund Request 7IR Step 12: On the thirteenth blank line, the employing official should enter the date.

Alabama Ineligible Member Refund Request 7IR Step 14: On the fourteenth blank line, the employing official should enter their title.

Alabama Ineligible Member Refund Request 7IR Step 15: Submit this return to the address given at the top of the page. However, do not do so until you have ceased withholding retirement deductions from the wages of the employee in question and have remitted your final contribution.

INSTRUCTIONS: ALABAMA FIREFIGHTER CERTIFICATION (Form RSA FCFERS)

Alabama firefighters can purchase credit for prior service by using the document discussed in this article. This form can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Firefighter Certification RSA FCFERS Step 1: Part I should be completed by your current employer. Your name should be entered on the first blank line.

Alabama Firefighter Certification RSA FCFERS Step 2: Your Social Security number should be entered on the second blank line.

Alabama Firefighter Certification RSA FCFERS Step 3: Your street address or P.O. box number, city, state and zip code should be entered on the third blank line.

Alabama Firefighter Certification RSA FCFERS Step 4: Your work telephone number, including the area code, should be entered on the fourth blank line.

Alabama Firefighter Certification RSA FCFERS Step 5: Your home telephone number, including the area code, should be entered on the fifth blank line.

Alabama Firefighter Certification RSA FCFERS Step 6: The box next to "Firefighter" should be checked.

Alabama Firefighter Certification RSA FCFERS Step 7: Your position title should be entered on the next blank line.

Alabama Firefighter Certification RSA FCFERS Step 8: Your employment status should be indicated with a check mark.

Alabama Firefighter Certification RSA FCFERS Step 9: The name of your employing agency should be entered.

Alabama Firefighter Certification RSA FCFERS Step 10: The certifying official should enter their signature on the next blank line.

Alabama Firefighter Certification RSA FCFERS Step 11: The certifying official should enter the date on the next blank line.

Alabama Firefighter Certification RSA FCFERS Step 12: The certifying official should enter their title on the next blank line. 

Alabama Firefighter Certification RSA FCFERS Step 13: Part II should be completed by the employer to which eligible periods of service were rendered. In the table provided, your position title, beginning and ending dates of service and total service rendered should be entered.

Alabama Firefighter Certification RSA FCFERS Step 14: On the next blank line, the agency name should be entered.

Alabama Firefighter Certification RSA FCFERS Step 15: On the last three blank lines of Part II, the date, the signature of the certifying official and their title should be entered.

Alabama Firefighter Certification RSA FCFERS Step 16: Mail the form to the address given in the instructions on the second page.

INSTRUCTIONS: ALABAMA DEFERRED RETIREMENT OPTION PLAN (DROP) REQUEST FOR EARLY TERMINATION OF DROP (Form ERS 10 D-E)

Alabama public employees enrolled in the state-administered Deferred Retirement Option Plan (DROP) use the form discussed in this article if they wish to terminate their enrollment early. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 1: Enter your name on the first blank line.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 2: Enter your Social Security number on the second blank line. 

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 3: Enter your street address or P.O. box number, city, state and zip code on the third blank line.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 4: Enter your work phone number on the fourth blank line and your home phone number on the fifth blank line.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 5: Enter your employing agency on the sixth blank line.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 6: Enter your requested effective date of DROP termination on the seventh blank line. This must be the last day of the month.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 7: Enter your date of birth on the eighth blank line.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 8: In Section I, indicate the reason for your requested termination with a check mark.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 9: In Section II, answer all questions concerning the withholding certificate for pension or annuity payments with check marks as applicable.

Alabama Deferred Retirement Option Plan (DROP) Request For Early Termination Of DROP ERA 10 D-E) Step 10: Only complete Section III if your employing agency allows conversion of sick leave days to your retirement credit. Sign Section IV. Your employer should complete Section V.

INSTRUCTIONS: ALABAMA INVESTMENT OPTION ELECTION FOR NEW ACCOUNTS (Form RSA-1 EN IOE)

Public employees who have newly enrolled in the Alabama state-administered RSA-1 deferred compensation plan or who have a DROP rollover account can use the form discussed in this article to elect to place a portion of their funds in a stock investment option. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 1: Indicate with a check mark whether this form concerns an RSA-1 account or a DROP rollover.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 2: On the first blank line, enter your first name, middle or maiden name and last name.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 3: On the second blank line, enter your street address or P.O. box number.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 4: On the third blank line, enter your city, state and zip code.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 5: On the fourth blank line, enter your Social Security number.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 6: On the fifth blank line, enter your date of birth.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 7: On the sixth blank line, enter your phone number.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 8: The next section should only be completed by those with RSA-1 accounts only. Check the first box if you wish to invest a fixed percentage of your new deferrals in the fixed investment option. Enter the percentage.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 9: Check the second box if you wish to invest a fixed percentage of your new deferrals in the stock investment option. Enter the percentage.

Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 10: The next section is for those with DROP rollovers only. Check the first box if you wish to invest a fixed percentage of your DROP funds in the fixed investment option. Enter the percentage. Check the second box to invest a percentage in the stock investment option and enter the percentage. Sign and date the form where indicated.

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

In Alabama, public employees enrolled in the state's retirement systems use a form RSA 100-C to change their designated primary or contingent beneficiaries or to correct information about them. 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: On the first blank line, enter the first name, middle or maiden name, and last name of the member.

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

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

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

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

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 6: The next section concerns the primary beneficiary. Enter their name on the first blank line.

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

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

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

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 10: On the fifth blank line, enter the primary beneficiary's street address or P.O. box number, city, state and zip code.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 11: Provide the same information concerning your contingent beneficiary in the next section. Additional primary or contingent beneficiaries can be documented on the second page.

Alabama Change Of Beneficiary Form Prior To Retirement RSA 100-C Step 12: Sign and date the form where indicated, then appear before a notary public, who will affix their seal and enter their signature and the date of the expiration of their commission.

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

Terminated Arizona public safety personnel, corrections officers or elected officials enrolled in their state's retirement funds for such employees should file a form U3 if requesting a refund in lump sum form from these funds if any of these monies are taxable. This document can be obtained from the website maintained by the Elected Officials' Retirement Fund of the State of Arizona.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 1: On the first line, enter your name.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 2: On the second line, enter your Social Security number.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 3: On the third line, enter your date of termination.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 4: Three options are listed regarding your refund. Sign and date section A if you wish to receive full payment of the refund minus any applicable withholding described in the Special Tax Notice sent along with this election form.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 5: If you wish to receive a direct deposit of only the taxable portion of your refund, enter the name of the financial institution which will be receiving this direct deposit on the first line of Section B. Sign and date the second and third blank lines to confirm you will be receiving the non-taxable portion directly.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 6: Section C is for those who wish to have a flat amount of their distribution paid directly to a financial institution for deposit, while having the rest of the taxable amount minus 20% in federal withholding paid directly to themselves. If this is the case, enter the dollar amount to be distributed in the first line, the financial institution's name in the second line, and sign and date the last two blank lines.

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 7: If Section B or C, a representative of the financial institution must complete the agreement of depository trustee form on the second page. 

Arizona Lump Sum Distribution Election Form For Refunds U3 Step 8: Mail the form to the address at the bottom of the second page.