INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR STATE EMPLOYEES PART I
Alabama public employees who live in the state can use the packet discussed in this article to initiate the retirement process. This packet can be obtained from the website maintained by the Retirement Systems of Alabama.
Alabama Retirement Application Packet For State Employees Part I Step 1: The first page is a cover page detailing the contents of the packet.
Alabama Retirement Application Packet For State Employees Part I Step 2: The second page contains a checklist for completion of the retirement process.
Alabama Retirement Application Packet For State Employees Part I Step 3: The third page contains ERS form 10, the actual application for retirement. The first section concerns the member. Provide all information requested.
Alabama Retirement Application Packet For State Employees Part I Step 4: Enter the name of the bank or financial institution to which retirement benefits should be deposited.
Alabama Retirement Application Packet For State Employees Part I Step 5: Enter the name, relationship to you, Social Security number and date of birth of your designated beneficiary.
Alabama Retirement Application Packet For State Employees Part I Step 6: If the designated beneficiary named here is different from the one listed on your account, indicate with a check mark whether you would like the change to take effect upon the submission of this signed and notarized document or on the date of your retirement.
Alabama Retirement Application Packet For State Employees Part I Step 7: Sign and date the form where indicated, then obtain the certification of a notary public.
Alabama Retirement Application Packet For State Employees Part I Step 8: Have your employer complete the bottom of the page.
Alabama Retirement Application Packet For State Employees Part I Step 9: The fourth page contains ERS form 12, an insurance authorization form. Provide all information requested about your wishes regarding health insurance.
Alabama Retirement Application Packet For State Employees Part I Step 10: Obtain the certification of a notary public, then have your employer complete the bottom of this form.
Alabama Retirement Application Packet For State Employees Part I Step 11: The fifth and sixth pages contain form RSA DDR, used to authorize the direct deposit of benefit funds into your bank account. Provide all information requested. Your financial institution should complete the fifth page.
