INSTRUCTIONS: ALABAMA ADDRESS CHANGE NOTIFICATION 

Retired members enrolled with Alabama retirement systems must notify the agency if they change their home address. The form discussed in this article used to make this notification is found on the website of the Retirement Systems of Alabama. Note that this form is only used to document a change in your home address and cannot be used to change your direct deposit bank address. Note that rather than completing this form, you may change your registered home address online at the URL given at the top of the page. Additional assistance in completing this form can be obtained by calling the phone number also given at the top of the page.

Alabama Address Change Notification Step 1: Indicate with a check mark if you are enrolled in the Employees' Retirement System, Teachers' Retirement System, Judicial Retirement Fund, or if you are a non-RSA member with an RSA-1 account.

Alabama Address Change Notification Step 2: On the first line of Part I, enter your full name.

Alabama Address Change Notification Step 3: On the second line, enter your date of birth.

Alabama Address Change Notification Step 4: On the third line, enter your email address.

Alabama Address Change Notification Step 5: On the fourth line, enter your Social Security number. If you do not have one, enter your PID number instead.

Alabama Address Change Notification Step 6: Part II concerns your address. On the first line, enter the date on which your new address became effective.

Alabama Address Change Notification Step 7: On the second line, enter your full old address, including the street address or PO box, city, state and zip code.

Alabama Address Change Notification Step 8: On the third line, enter your complete new address, include the street address or PO box, city, state and zip code.

Alabama Address Change Notification Step 9: Sign and date the bottom of the form.

Alabama Address Change Notification Step 10: If you are filing this form through the mail, print it out and mail it to the address at the top of the page. Alternately, you may fax it to the number given there for expedited service.

Alabama Address Change Notification Step 11: Once the form has been processed, it will apply to all existing RSA accounts you have.

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

Alabama public employees enrolled in the state-administered employees' retirement system use the form discussed in this article to designate multiple beneficiaries who will receive their benefits in the event of the member's death. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 1: Enter the member's full name on the first blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 2: Enter the member's Social Security number on the second blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 3: In the table provided below, you may designate up to eight beneficiaries. Under Alabama law, in such cases benefits will be distributed evenly between all beneficiaries under the state's "joint survivorship" guidelines. In the first column, enter 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 to you of each beneficiary.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 7: Check the box next to the first statement if the beneficiaries designated above are different from those on your active account and you wish to have the change take effect upon the submission of this signed and notarized application to the Employees' Retirement System.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 8: Check the box next to the second statement if the beneficiaries designated above are different from those on your active account and you wish to have the change take effect on the date of your retirement.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 9: Enter your signature on the next blank line.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 10: The form should then be certified by a notary public. They will enter the county, the date, their signature and the date on which their commission expires, as well as affixing their seal.

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 11: File the form by mailing it to the address given at the top of the page.

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: ARIZONA APPLICATION TO REDEEM PRIOR SERVICE (Form E2)

Present active Arizona elected officials with at least five years of credited service within the state's retirement plan may redeem up to 60 months funds if your prior service or employment was not on account with any other retirement system or plan. This document can be obtained from the website maintained by the Elected Officials' Retirement Plan of the State of Arizona

Arizona Application To Redeem Prior Service E2 Step 1: On the first line of section 1, enter your name.

Arizona Application To Redeem Prior Service E2 Step 2: On the second line, enter your Social Security number.

Arizona Application To Redeem Prior Service E2 Step 3: On the third line, enter your date of birth.

Arizona Application To Redeem Prior Service E2 Step 4: On the fourth line, enter your telephone number.

Arizona Application To Redeem Prior Service E2 Step 5: On the fifth line, enter your email address.

Arizona Application To Redeem Prior Service E2 Step 6: On the sixth line, enter your complete address.

Arizona Application To Redeem Prior Service E2 Step 7: On the first line of section 2, enter the name of your current employer.

Arizona Application To Redeem Prior Service E2 Step 8: Enter the date you entered office on the second lien.

Arizona Application To Redeem Prior Service E2 Step 9: Enter your current position on the third line and your current annual salary rate on the fourth line.

Arizona Application To Redeem Prior Service E2 Step 10: On the first line of section 3, enter the name of your previous employer.

Arizona Application To Redeem Prior Service E2 Step 11: Enter the date of your hire on the second line and your position and title on the third line.

Arizona Application To Redeem Prior Service E2 Step 12: Enter the date of your termination on the fourth line and your position and title at that time on the fifth line.

Arizona Application To Redeem Prior Service E2 Step 13: Section 4 is only for those seeking partial redemption. Enter the beginning date of the first line. 

Arizona Application To Redeem Prior Service E2 Step 14: Enter the ending date on the second line and the total number of months on the third line.

Arizona Application To Redeem Prior Service E2 Step 15: Sign and date the bottom of the page.

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

To elect to receive a lump sum distribution of funds in an Arizona retirement fund for elected officials, public safety personnel or corrections officers, file a form U3. This document can be obtained from the website maintained by these retirement systems.

Arizona Lump Sum Distribution Election Form U3 Step 1: On the first blank line, enter the name of the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 2: On the second blank line, enter the Social Security number of the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 3: On the third blank line, enter the date of the participant in the plan's retirement or death. This is not applicable if the form is being filed by an ex-spouse.

Arizona Lump Sum Distribution Election Form U3 Step 4: In section 1, check the first box if you are selecting a DROP, DROP beneficiary or CORP Reverse DROP election.

Arizona Lump Sum Distribution Election Form U3 Step 5: Check the second box if you are selecting a lump-sum death benefit.

Arizona Lump Sum Distribution Election Form U3 Step 5: In section 2, check the first box if you requesting total distribution to the recipient.

Arizona Lump Sum Distribution Election Form U3 Step 6: Check the second box if you are requesting a rollover. If so, you must list the financial institutions and the specific amount that will go to each as part of this rollover.

Arizona Lump Sum Distribution Election Form U3 Step 7: In section 3, enter your signature on the first blank line.

Arizona Lump Sum Distribution Election Form U3 Step 8: Enter the date on the second blank line.

Arizona Lump Sum Distribution Election Form U3 Step 9: The second page must be completed by every applicable financial institution if you are requesting a rollover. They should indicate your type of account with a check mark.

Arizona Lump Sum Distribution Election Form U3 Step 10: Your financial institution should enter the name of the account holder.

Arizona Lump Sum Distribution Election Form U3 Step 11: Your financial institution should enter your account number.

Arizona Lump Sum Distribution Election Form U3 Step 12: A financial institution representative should sign and date the form, as well as entering their mailing address.