INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM TEACHERS' RETIREMENT SYSTEM (Form TR-1)
Members of the Alabama Teachers' Retirement System (TRS) who are ending this employment and taking another job with the state use a form TR-1 to transfer their membership from the TRS to the state Employees' Retirement System (ERS). This form is found on the website maintained by the Retirement Systems of Alabama.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 1: On the fiirst line of Part I, enter your first, middle and last name, as well as your maiden name if applicable.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 2: If your name when last employed was different, enter your previous working name on the second line.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 3: On the third line, enter your Social Security number.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 4: On the fourth blank line, enter your street address or PO box number.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 5: On the fifth blank line, enter your city, state and zip code.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 6: On the sixth blank line, enter the name of your last employing school system.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 7: On the seventh blank line, enter the date of your last employment in education.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 8: On the eighth blank line, enter the name of your present employer under the ERS.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 9: On the ninth blank line, enter the date on which your present employment began.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 10: Sign and date the bottom of Part I where indicated.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 11: Part II is to be completed by your last TRS employer. On the first blank line, they will enter your total current year contributions.
Alabama Transfer Of Membership From Teachers' Retirement System TR-1 Step 12: On the second blank line, they will enter the total of all contributions to be credited after June 30. On the third blank line, your last employer should provide their signature.