INSTRUCTIONS: ALABAMA SPECIAL CATCH-UP ELECTION AND WORKSHEET (Form RSA-1 CATCH UP)
Alabama public employees enrolled in the state-administered RSA-1 deferred compensation plan can file the form discussed in this article to make catch-up deferrals during the three calendar years ending prior to their normal retirement age. This document can be obtained from the website of the Retirement Systems of Alabama.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 1: On the first blank line, enter your first name, middle or maiden name, and last name.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 2: On the second blank line, enter your street address or P.O. box number, city, state and zip code.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 3: On the third blank line, enter your Social Security number.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 4: On the fourth blank line, enter your telephone number, including the area code.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 5: On the fifth blank line, enter your date of birth.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 6: On the sixth blank line, enter your email address.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 7: The next section concerns the special catch-up election. On the first blank line, enter your Normal Retirement Age.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 8: On the next blank line, enter the year in which you will achieve your Normal Retirement Age.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 9: The next section concerns employee certification. On the first blank line, enter the name of your current employer.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 10: On the second blank line, enter the street address or P.O. box number, city, state and zip code of your employer.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 11: On the third blank line, enter your signature.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 12: On the fourth blank line, enter the date.
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 13: Complete the worksheet on the second and third pages as instructed.
