INSTRUCTIONS: ALABAMA INCOMING TRANSFER FROM OTHER SECTION 457 PLANS TO RSA-1 (Form RSA-1 457)
To apply for a transfer from other section 457 plans to an RSA-1 fund managed by the Retirement Systems of Alabama as a state employee, file the document discussed in this article. This form can be obtained from the website of the Retirement Systems of Alabama.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 1: Part I concerns the member. On the first two blank lines, enter your name and Social Security number.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 2: On the next two blank lines, enter your home street address or P.O. box number, city, state and zip code.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 3: On the next two blank lines, enter your phone number and email address.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 4: On the next blank line, enter the name of your employer.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 5: On the next blank line, enter your date of birth.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 6: Indicate with a check mark whether you are a member of ERS/JRF, TRS or other.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 7: Part II concerns your previous 457 plan. Provide its name, the name of a contact person and their phone number, the plan's address, the account number with a trustee or record keeper, the qualified transfer amount and deferrals prior to 1997 not previously deferred for state of Alabama purposes. A trustee official or record keeper must sign and date this section.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 8: Part III contains payment transfers.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 9: In Part IV, enter the amount whose transfer you are authorizing on the blank line.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 RSA-1 457 Step 10: Sign and date the page where indicated, then obtain the certification of a notary public.