INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM EMPLOYEES' RETIREMENT SYSTEM 

Alabama government employees who transition into a state teaching job may use the form discussed in this article to transfer their service credits from the Employees' Retirement System to the Teachers' Retirement System. This form can be found on the website of the Retirement Systems of Alabama.

Alabama Transfer Of Membership From Employees' Retirement System Step 1: On the first line, enter your first, middle and last name, as well as your maiden name if applicable.

Alabama Transfer Of Membership From Employees' Retirement System Step 2: If the name under which you were employed was different, enter your employment name on the second line.

Alabama Transfer Of Membership From Employees' Retirement System Step 3: On the third line, provide your Social Security number.

Alabama Transfer Of Membership From Employees' Retirement System Step 4: On the fourth line, provide your street address or post office box number.

Alabama Transfer Of Membership From Employees' Retirement System Step 5: On the fifth line, enter your city, state and zip code.

Alabama Transfer Of Membership From Employees' Retirement System Step 6: On the sixth line, enter the name of the last Employees' Retirement System unit which employed you.

Alabama Transfer Of Membership From Employees' Retirement System Step 7: On the seventh line, enter the date of your last employment with that unit.

Alabama Transfer Of Membership From Employees' Retirement System Step 8: On the eighth line, enter the date on which you began your current employment with your Teachers' Retirement System unit.

Alabama Transfer Of Membership From Employees' Retirement System Step 9: On the ninth line, enter the date on which your present employment began.

Alabama Transfer Of Membership From Employees' Retirement System Step 10: Sign and date Part I.

Alabama Transfer Of Membership From Employees' Retirement System Step 11: Part II at the bottom of the page is to be completed by your last Employees' Retirement System employer. They should enter your total current year contributions during the date range provided and provide their signature.

Alabama Transfer Of Membership From Employees' Retirement System Step 12: The form should be filed by mailing it to the address given at the top of the form. Those requiring additional assistance with completing this form can call the support telephone number provided there.

INSTRUCTIONS: ALABAMA RE-EMPLOYED STATE RETIREE HEALTH INSURANCE FORM (Form IB2)

Alabama retired public employees who become re-employed use the form discussed in this article to re-enroll in public employee health insurance or to decline coverage. This document can be obtained from the website maintained by the Alabama State Employees' Insurance Board.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 1: Indicate with a check mark whether you are seeking SEHIP coverage or declining coverage

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 2: Enter your first, middle and last name in the first blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 3: Enter your sex in the second blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 4: Enter your Social Security number in the third blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 5: Enter your date of birth in the fourth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 6: Enter your Medicare number, if applicable, in the fifth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 7: Enter your street address in the sixth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 8: Enter your city in the seventh blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 9: Enter your state in the eighth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 10: Enter your zip code in the ninth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 11: Enter your home telephone number, including the area code, in the tenth blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 12: Enter your work telephone number, including the area code, in the eleventh blank box.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 13: If you have dependents, you must provide their full names, relationship to you, birth date and Social Security number in the table provided.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 14: Have your employer complete the bottom left section.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 15: Enter your signature and the date in the bottom right section.

Alabama Re-Employed State Retiree Health Insurance Form IB2 Step 16: Mail the form to the address given at the bottom of the page.

INSTRUCTIONS: ALABAMA CERTIFICATION OF TEACHER AIDE SERVICE CERTIFICATION OF TEACHER CORPS SERVICE CERTIFICATION OF JOB CORPS SERVICE (Form TRS C TAS TCS JCS)

Active and contributing members of the Alabama Teachers' Retirement System with 10 years of contributing membership can purchase credit for up to 10 years of service as a teacher aide, participant in the Teacher Corps program or as a participant in the Job Corps program. This is done using the certification form discussed in this article, which can be obtained from the website of the Retirement Systems of Alabama.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 1: Part I should be completed by the member. Enter your name on the first blank line.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 2: Enter your mailing street address or P.O. box number on the second blank line.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 3: Enter your city, state and zip code on the third blank line.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 4: On the fourth blank line, enter the TRS system for which you were an employee.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 5: Part II should be completed by your employer. On the first blank line, they should enter your job classification.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 6: On the second blank line, your employer should enter your TRS member entry date.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 7: In the table provided, information should be provided about your salary and work hours.

Alabama Certification Of Teacher Aide Service Certification Of Teacher Corps Service Certification Of Job Corps Service TRS C TAS TCS JCS Step 8: The authorized official should sign and date the form.

INSTRUCTIONS: ALABAMA BENEFICIARY DESIGNATION (Form RSA-1 PEIRAF)

Alabama public employees enrolled in the state-administered RSA-1 or PEIRAF retirement plans use the form discussed in this article to designate primary and contingent beneficiaries for their benefits in the event of their death. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 1: Indicate whether you maintain a PEIRAF or RSA-1 account with a check mark.

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

Alabama Beneficiary Designation RSA-1 PEIRAF Step 3: On the second blank line, enter your street address or P.O. box number.

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

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

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

Alabama Beneficiary Designation RSA-1 PEIRAF Step 7: If documenting additional primary or contingent beneficiaries on the second page, check the box where indicated. This will be the case if designating more than three primary or contingent beneficiaries.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 8: The first section concerns primary beneficiaries. For each, enter their name on the first blank line.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 9: For each beneficiary, enter their relationship to you on the second blank line.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 10: For each beneficiary, enter their date of birth on the third blank line.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 11: For each beneficiary, enter their street address or P.O. box number, city, state and zip code on the fourth blank line.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 12: The next section concerns contingent beneficiaries. For each one, provide their name, relationship to you, date of birth, Social Security number and complete address.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 13: If you require space to document additional primary or contingent beneficiaries, enter your name and Social Security number at the top of the second page and provide all additional information.

Alabama Beneficiary Designation RSA-1 PEIRAF Step 14: Sign and date the first page, then obtain the certification of a notary public.

INSTRUCTIONS: ALABAMA MULTIPLE BENEFICIARIES ATTACHMENT (Form ERS 10MB)

To designate multiple beneficiaries to receive any benefits from your account in the Employees' Retirement System of Alabama, a form ERS 10MB should be used. This document can be obtained from the website maintained by the Retirement Systems of Alabama. Further assistance in completing this document can be obtained through the phone numbers given at the top of the form.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 1: On the first blank line, enter your full name, including your middle or maiden name.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 2: On the second blank line, enter your Social Security number.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 3: The table provided below is for documentation of your multiple beneficiaries. When naming multiple beneficiaries, the Retirement Systems of Alabama will distribute your funds equally among them on a "joint survivorship" basis. You may designate up to eight beneficiaries on one form. In the first column, provide the first name, middle or maiden name and last name of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 4: In the second column, enter the date of birth of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 5: In the third column, enter the address of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 6: In the fourth column, enter the relationship of each beneficiary to you.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 7: Check the box next to the first statement if these beneficiaries are different from those listed on your active account and you wish for this beneficiary designation statement to take effect upon submission.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 8: Check the box next to the second statement if these beneficiaries are different from those listed on your active account and you wish for this beneficiary designation statement to take effect upon the date of your retirement.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 9: Sign the form where indicated.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 10: Appear before a notary public, who will affix their seal, as well as entering the name of the county in which you are appearing, the month, date and year, their signature and the date of the expiration of their commission.

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.