Home Retirement Form ERS 7IR Ineligible Member Refund Request

Form ERS 7IR Ineligible Member Refund Request

Form ERS 7IR Ineligible Member Refund Request

 

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

 

 

When an Alabama public agency discovers that it has withheld retirement deductions from an employee who is not eligible for enrollment in the Employees' Retirement System of Alabama, they may request a refund using the document discussed in this article. This form should only be filed after you have ceased withholding retirement deductions from the employee's compensation and you have remitted the final contribution to the Employees' Retirement System of Alabama. This document can be found on the website of the Retirement Systems of Alabama.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 1: Enter the employee's first, middle and last name on the first blank line.

 

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

 

Alabama Ineligible Member Refund Request ERS 7IR Step 3: Enter the employee's register number on the third blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 4: State the reason for the employee's ineligibility on the fourth blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 5: Enter the total retirement deductions made from the employee's salary on the fifth blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 6: Enter the total matching employer contributions remitted on the sixth blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 7: Enter the total refund amount owed to the employee and employer on the seventh blank line. This amount should be calculated by the Employees' Retirement System of Alabama.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 8: Enter the date the last deduction from the employee's salary was made on the eighth blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 9: Enter the name of the employing agency on the ninth blank line.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 10: Enter the agency's mailing address on the next three blank lines.

 

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

 

Alabama Ineligible Member Refund Request ERS 7IR Step 12: On the next blank line, enter the date.

 

Alabama Ineligible Member Refund Request ERS 7IR Step 13: On the last blank line, enter the title of the employing official.

 

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