INSTRUCTIONS: ALABAMA ANNUAL INVESTMENT OPTION ELECTION RSA-1 DEFERRED COMPENSATION PLAN (Form RSA-1 IOE)
Alabama public employees enrolled in the RSA-1 retirement plan can use a form RSA-1 IOE to transfer part of their fixed investment funds to stock investments or vice versa. This document can only be filed once a year and be found on the website maintained by the Retirement Systems of Alabama.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 1: On the first blank line, enter your full name.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 2: On the second and third blank lines, enter your Social Security number and date of birth.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 3: If the enrolled member is deceased, their beneficiary should complete the next three blank lines. Otherwise, leave these blank.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 4: Enter your full address, email address and phone number where indicated.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 5: Four options are available concerning your account balance. Check the first option if you wish to have a percentage of your month-end balance transferred from the fixed investment option to the stock investment option and write the percentage.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 6: Check the second option if you wish to have a certain dollar amount of your month-end balance transferred from the fixed investment option to the stock investment option and write the amount.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 7: Check the third option if you wish to have a percentage of your month-end stock investment balance transferred to the fixed investment option and write the percentage.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 8: Check the fourth option if you wish to have a fixed dollar amount of your month-end stock investment balance transferred to the fixed investment option and write the amount.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 9: Indicate your wishes for future deferrals where indicated.
Alabama Annual Investment Option Election RSA-1 Deferred Compensation Plan RSA-1 IOE Step 10: Sign and date the form before a notary public.