INSTRUCTIONS: ALABAMA INCOMING TRANSFER FROM OTHER SECTION 457 PLANS TO RSA-1
Alabama public employees transferring from other section 457 plans to the RSA-1 retirement fund use the form discussed in this article to transfer their funds. This document can be obtained from the website of the Retirement Systems of Alabama.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 1: On the first blank line of Part I, enter your name.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 2: On the second blank line, enter your Social Security number.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 3: On the third blank line, enter your street address or P.O. box number as applicable.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 4: On the fourth blank line, enter your phone number.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 5: On the fifth blank line, enter your city, state and zip code.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 6: On the sixth blank line, enter your email address.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 7: On the seventh blank line, enter the name of your employer.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 8: On the eighth blank line, enter your date of birth.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 9: Indicate with a check mark whether you are enrolled in ERS/JRF, TRS or another section 457 plan.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 10: Skip to Part IV on the next page. Enter the dollar amount whose transfer from your current plan you are authorizing for transfer to an RSA-1 fund.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 11: Sign and date the bottom of the second page in the presence of a notary public.
Alabama Incoming Transfer From Other Section 457 Plans To RSA-1 Step 12: Submit the form to the trustee official or record keeper of the plan from which you desire to transfer funds by mailing it to the holding financial institution. This plan will be responsible for completing Part II of this document.