INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM EMPLOYEES' RETIREMENT SYSTEM
Alabama government employees who transition into a state teaching job may use the form discussed in this article to transfer their service credits from the Employees' Retirement System to the Teachers' Retirement System. This form can be found on the website of the Retirement Systems of Alabama.
Alabama Transfer Of Membership From Employees' Retirement System Step 1: On the first line, enter your first, middle and last name, as well as your maiden name if applicable.
Alabama Transfer Of Membership From Employees' Retirement System Step 2: If the name under which you were employed was different, enter your employment name on the second line.
Alabama Transfer Of Membership From Employees' Retirement System Step 3: On the third line, provide your Social Security number.
Alabama Transfer Of Membership From Employees' Retirement System Step 4: On the fourth line, provide your street address or post office box number.
Alabama Transfer Of Membership From Employees' Retirement System Step 5: On the fifth line, enter your city, state and zip code.
Alabama Transfer Of Membership From Employees' Retirement System Step 6: On the sixth line, enter the name of the last Employees' Retirement System unit which employed you.
Alabama Transfer Of Membership From Employees' Retirement System Step 7: On the seventh line, enter the date of your last employment with that unit.
Alabama Transfer Of Membership From Employees' Retirement System Step 8: On the eighth line, enter the date on which you began your current employment with your Teachers' Retirement System unit.
Alabama Transfer Of Membership From Employees' Retirement System Step 9: On the ninth line, enter the date on which your present employment began.
Alabama Transfer Of Membership From Employees' Retirement System Step 10: Sign and date Part I.
Alabama Transfer Of Membership From Employees' Retirement System Step 11: Part II at the bottom of the page is to be completed by your last Employees' Retirement System employer. They should enter your total current year contributions during the date range provided and provide their signature.
Alabama Transfer Of Membership From Employees' Retirement System Step 12: The form should be filed by mailing it to the address given at the top of the form. Those requiring additional assistance with completing this form can call the support telephone number provided there.