INSTRUCTIONS: ALABAMA NOTICE OF FINAL DEPOSIT AND REQUEST FOR REFUND (Form RSA 7)
Alabama public employees enrolled in the state's Retirement Systems can use the form discussed in this article to give notice of their final deposit in these state retirement plans and request a refund of their benefits due. This document can be obtained from the website maintained by the Retirement Systems of Alabama.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 1: Part I concerns the member. Enter your name on the first blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 2: Enter your date of birth on the second blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 3: Enter your Social Security number on the third blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 4: Enter your home phone number on the fourth blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 5: Enter your street address or P.O. box number on the fifth blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 6: Enter your work phone number on the sixth blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 7: Enter your city, state and zip code on the seventh blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 8: Enter your RSA account number, if known, on the eighth blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 9: In Part II, check Part A if you wish to receive a lump sum payment of your full account minus the 20% which must be withheld for federal income tax payments.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 10: Check Part B if you wish to have a direct rollover to a trustee named below. Enter the percentage of your account you wish to have transferred.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 11: Provide all information requested about your trustee and the type of account your money will be transferred into. Sign and date the form. Have it certified by a notary public.
