INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR STATE EMPLOYEES PART I
Alabama state employees who are approaching retirement must file state forms 10 and 12 to initiate the retirement process. This article discusses the packet provided by the state containing both of these documents, as well as the optional Direct Deposit Authorization Form. The packet can be found on the website of the Retirement Systems of Alabama.
Alabama Retirement Application Packet For State Employees Part I Step 1: The first page in this packet contains a checklist of the steps to be taken to complete these forms.
Alabama Retirement Application Packet For State Employees Part I Step 2: The second page contains Form 10, your Application For Retirement. The first section requires you to provide your name, Social Security number, complete home address and telephone number, date of birth, employer name and work phone number.
Alabama Retirement Application Packet For State Employees Part I Step 3: Indicate with a check mark whether your retirement is based on service or disability. If the latter, a report of disability form must be submitted.
Alabama Retirement Application Packet For State Employees Part I Step 4: Enter the date of your retirement. This must fall on the first of the month in question.
Alabama Retirement Application Packet For State Employees Part I Step 5: Enter your email address.
Alabama Retirement Application Packet For State Employees Part I Step 6: If you wish to receive retirement benefits via direct deposit, enter the name of your bank or financial institution.
Alabama Retirement Application Packet For State Employees Part I Step 7: The next section requires you to designate a primary beneficiary in the event of your death. Sign and date the form where indicated
Alabama Retirement Application Packet For State Employees Part I Step 8: Your employer must complete the bottom of this form.
Alabama Retirement Application Packet For State Employees Part I Step 9: The next page is Form 12, the Insurance Authorization Form. Here you document your wishes about continuing or discontinuing your health insurance.
Alabama Retirement Application Packet For State Employees Part I Step 10: The last page is only to be completed if you wish to authorize payments via direct deposit.
Alabama Retirement Application Packet For State Employees Part I Step 11: Once you have completed and filed these forms, you will be sent Part II to continue the retirement process.