INSTRUCTIONS: APPLICATION FOR BENEFICIARY PAYMENT DEFERRED RETIREMENT OPTION PLAN (Form RSA DROP BEN)
Spousal and non-spousal beneficiaries can apply for payments designated for them from an Alabama Deferred Retirement Option Plan (DROP) by filing the form discussed in this article. This document can be obtained from the website of the Retirement Systems of Alabama.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 1: Part I concerns the member and beneficiary. On the first blank line, enter the full name of the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 2: On the second blank line, enter the Social Security number of the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 3: On the third blank line, enter the date of birth of the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 4: On the fourth blank line, enter the date of death of the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 5: On the fifth blank line, enter the employing agency of the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 6: On the sixth blank line, enter the full name of the beneficiary.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 7: On the seventh blank line, enter the beneficiary's date of birth.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 8: On the eighth blank line, enter the beneficiary's relationship to the deceased member.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 9: On the ninth blank line, enter the beneficiary's Social Security number.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 10: Enter the beneficiary's telephone number on the tenth blank line.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 11: Enter the beneficiary's address on the eleventh blank line.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 12: Part II concerns distribution options for spousal and non-spousal beneficiaries. Complete this section as directed.
Application For Beneficiary Payment Deferred Retirement Option Plan RSA DROP BEN Step 13: Sign and date Part III. Obtain the certification of a notary public. Your employer should complete Part IV.
