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Withholding Certificate for Pension or Annuity Payments

Withholding Certificate for Pension or Annuity Payments

 

INSTRUCTIONS: ALABAMA WITHHOLDING INSTRUCTIONS FOR PENSION OR ANNUITY PAYMENTS
 
Alabama public employees who are enrolled in a state-administered monthly pension or annuity are required to file instructions documenting their wishes concerning federal withholding tax. Failure to file this form will result in taxes being withheld on rates commensurate with married individuals with three exemptions. This document can be found on the website of the Retirement Systems of Alabama.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 1: On the first blank line, enter your name.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 2: On the second blank line, enter your Social Security number.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 3: Check the box next to the first statement if you do not want to have federal withholding tax deducted from your monthly pension or annuity. Note that this will make you liable for all tax payments, including potential penalties if your payments are not sufficient. If  you check this box, you do not need to complete the remainder of the form.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 4: Check the box next to the second statement if you wish to have your withholding tax calculated on the basis of your marital status and number of exemptions claimed. If so, indicate your marital status with a checkmark on line A and enter the total number of exemptions claimed on line B.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 5: Check the box next to the third statement if you wish to have an amount greater than required by the tax tables withheld from your monthly pension or annuity. If so, enter the dollar amount. Indicate your marital status with a checkmark on line A and enter the total number of exemptions claimed on line B.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 6: If you wish to have an additional amount withheld, check the box next to the fourth statement and enter the dollar amount. Indicate your marital status using a checkmark on line A and enter the total number of exemptions you will claim on line B.
 
Alabama Withholding Instructions For Pension Or Annuity Payments Step 7: Sign and date the bottom of the page where indicated.
 

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Beneficiary Designation

Beneficiary Designation

 

INSTRUCTIONS: ALABAMA BENEFICIARY DESIGNATION RSA-1 AND PEIRAF 
 
Alabama public employees enrolled in either the RSA-1 or PEIRAF retirement funds should file a beneficiary designation to appoint beneficiaries to whom funds will be disbursed in the event of their death. This beneficiary designation form can be obtained from the website maintained by the Retirement Systems of Alabama.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 1: At the top left-hand corner, indicate with a check mark whether you are enrolled in the RSA-1 or PEIRAF program.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 2: On the first blank line, enter your first name, middle or maiden name and last name.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 3; On the second blank line, enter your street address or PO box number.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 4: On the third blank line, enter your city, state and zip code.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 5: On the fourth blank line, enter your Social Security number.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 6: On the fifth blank line, enter your phone number.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 7; If you are including beneficiary information on both sides of the page, check the line stating so.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 8: The first section allows you to name up to three primary beneficiaries who will receive your benefits providing they survive you. The format for naming each beneficiary. In the first blank line for each primary beneficiary, enter their name.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 9: In the second blank line for each primary beneficiary, enter their relationship to you.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 10: In the third blank line for each primary beneficiary, enter their date of birth.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 11: In the fourth blank line for each primary beneficiary, enter their Social Security number.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 12: In the fifth blank line for each primary beneficiary, enter their address.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 13: Follow the same format to name all contingent beneficiaries who will inherit in case your primary beneficiaries do not survive you.
 
Alabama Beneficiary Designation RSA-1 And PEIRAF Step 14: Sign and date the form before a notary public.
 

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Special Catch-Up Election and Worksheet

Special Catch-Up Election and Worksheet

 

INSTRUCTIONS: ALABAMA SPECIAL CATCH-UP ELECTION AND WORKSHEET (Form RSA-1 CATCH UP)
 
Alabama public employees who are enrolled in the RSA-1 retirement fund plan can use an RSA-1 Catch Up worksheet to make catch-up deferrals for years in which they failed to contribute the maximum possible to the retirement fund. This can be done in the three years prior to Normal Retirement Age. This form can be found on the website of the Retirement Systems of Alabama.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 1: At the top of the first page, enter your name, address, Social Security number, phone number, date of birth and email address.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 2: In the next section labeled "Special Catch-Up Election," enter the age you are designating your Normal Retirement Age and the year in which you will be this age.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 3: In the section labeled "Employee Certification," enter the name of your current employer and their address. Sign and date the bottom of this page.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 4: Complete the worksheet on the second and third pages. The first column lists every calendar year from 1986 to 2011. For each year for which you did not pay the maximum deferrable amount, enter your gross income as documented on your W-2 for that year in column B.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 5: Enter the amount contributed to your RSA-1 fund that year in column C.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 6: Subtract column C from column B. Enter the difference in column D.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 7: Consult the instructions for "Step 5" on the page to determine what figure should be entered in column E.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 8: In column F, enter the amount deferred to retirement funds in that year.
 
Alabama Special Catch-Up Election And Worksheet RSA-1 Catch Up Step 9: Subtract column F from column E. Enter the difference in column G. This determines how much you can make in catch-up payments for that year. Transfer this information to the chart at the bottom of the page.
 
 
 
 

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Form E1: Membership

Form E1: Membership

 

INSTRUCTIONS: ARIZONA ELECTED OFFICIALS' RETIREMENT PLAN (Form E1)

 

 

Arizona elected officials can enroll in a state administered retirement plan using a form E1. This document can be obtained from the website maintained by the Public Safety Personnel Retirement System of the State of Arizona. 

 

Arizona Elected Officials' Retirement Plan E1 Step 1: On the first line, enter your name. Indicate your gender by circling "M" or "F." 

 

Arizona Elected Officials' Retirement Plan E1 Step 2: On the second line, enter your marital status. 

 

Arizona Elected Officials' Retirement Plan E1 Step 3: On the third line, enter your Social Security number. 

 

Arizona Elected Officials' Retirement Plan E1 Step 4: On the fourth line, enter your birth date.

 

Arizona Elected Officials' Retirement Plan E1 Step 5: On the fifth line, enter your complete home address.

 

Arizona Elected Officials' Retirement Plan E1 Step 6: On the sixth line, enter your home telephone number.

 

Arizona Elected Officials' Retirement Plan E1 Step 7: On the seventh line, enter your email address.

 

Arizona Elected Officials' Retirement Plan E1 Step 8: The next section concerns your employment. If you are an employee of the state of Arizona, check the first box.

 

Arizona Elected Officials' Retirement Plan E1 Step 9: Check the second box if you are a county employee and circle the name of your county.

 

Arizona Elected Officials' Retirement Plan E1 Step 10: Check the third box if you are a town employee and enter its name. 

 

Arizona Elected Officials' Retirement Plan E1 Step 11: Check the third box if you are a city official and enter its name. 

 

Arizona Elected Officials' Retirement Plan E1 Step 12: Enter your position title, your membership date and your current salary on the last three lines of this section.

 

Arizona Elected Officials' Retirement Plan E1 Step 13: In the next section, enter your spouse's name on the first line and their birth date on the second line.

 

Arizona Elected Officials' Retirement Plan E1 Step 14: Enter your spouse's Social Security number on the third line, and the number of children you have under age 18 on the fourth line.

 

Arizona Elected Officials' Retirement Plan E1 Step 15: Enter children's birth dates on the fifth line.

 

Arizona Elected Officials' Retirement Plan E1 Step 16: Document previous elected official employment as directed. Sign and date the bottom of the first page. Name any beneficiaries on the second page.

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Form W-4P Withholding Certificate por Pension or Annuity Payments

Form W-4P Withholding Certificate por Pension or Annuity Payments

 

INSTRUCTIONS: ARIZONA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS (Form W-4P)

 

 

To voluntarily withhold federal income tax from your Arizona pension or annuity payments, an IRS form W-4P should be filed. This documented can be obtained from the website maintained by the Internal Revenue Service.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 1: The top half of the page is a worksheet for your records only. On line A, enter "1" if no one else can claim you as a dependent.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 2: On line B, enter "1" if you meet any of the three criteria listed.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 3: On line C, enter "1" for your spouse, if applicable, unless your spouse has one or more source of income subject to withholding. In that case, you may wish to enter "0" to avoid underpaying.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 4: On line D, enter the number of dependents that will be claimed on your federal tax return.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 5: On line E, enter "1" if you are filing as head of household.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 6: Line F concerns your child tax credit, if applicable.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 7: Enter the total of lines A through F on line G.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 8: Detach the worksheet from the certificate.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 9: Enter your first name, middle initial and last name.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 10: Enter your Social Security number.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 11: Enter your home street address, city, state and zip code.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 12: Check box 1 if you do not want federal income tax withheld from your annuity or pension payments.

 

Arizona Withholding Certificate For Pension Or Annuity Payments W-4P Step 13: If you want to have federal income tax withheld, enter the total number of allowances and marital status being claimed for each payment on line 2. Enter any additional amount you want withheld on line 3.

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TRS 10MBAR Designation of Multiple Beneficiaries After Retirement

TRS 10MBAR Designation of Multiple Beneficiaries After Retirement

 

INSTRUCTIONS: ALABAMA DESIGNATION OF MULTIPLE BENEFICIARIES AFTER RETIREMENT (Form TRS 10MBAR)
 
Members enrolled in the Teachers' Retirement System of Alabama can use a form TRS 10MBAR to designate multiple beneficiaries who should receive any remaining benefits in the event of their death. This document can be obtained from the website of the Retirement Systems of Alabama. Additional assistance in completing this application can be obtained by calling the phone number listed at the top of the page. Applicants may also wish to file a form W4-P authorizing withholding of pension or annuity payments from retirement funds. This document can also be found on the website of the Retirement Systems of Alabama.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 1: In the first blank provided, enter your full name.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 2: In the second blank provided, enter your Social Security number.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 3: The chart below is provided to allow for documentation of all beneficiaries you wish to name. In the first column, give the first name, middle or maiden name and last name of all such beneficiaries.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 4: In the second column, enter the date of birth of all beneficiaries named.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 5: In the third column, provide the complete address of all beneficiaries named.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 6: In the fourth column, enter a description of each beneficiary's relationship to you.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 7: Sign the form where indicated.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 8: The form must be notarized. In the section reserved for the public notary, they will enter the full date of your appearance before them in the blanks where indicated.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 9: The notary public should sign the form and provide the date on which their commission expires.
 
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 10: Submit the form to the Teachers' Retirement System of Alabama via the mailing address provided at the top of the page. 
 

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Form 100, Enrollment Form: Member Information Record

Form 100, Enrollment Form: Member Information Record

 

INSTRUCTIONS: ALABAMA ERS ENROLLMENT MEMBER INFORMATION RECORD (Form ERS 100)

 

 

To enroll in the Employees' Retirement System of Alabama, you should file a form ERS 100. This document can be obtained on the website of the Retirement Systems of Alabama.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 1: Indicate with a check mark whether you are filing as a new member or are transferring from another ERS agency.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 2: Enter your full name.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 3: Enter your Social Security number. 

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 4: Indicate your gender and filing status with check marks.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 5: Enter your date of birth.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 6: Enter your full address.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 7: If applicable, enter the name and date of birth of your spouse.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 8: Enter the classification or title or elected office you hold.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 9: Enter the name of your employing agency and the section or division.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 10: Answer the next five questions by checking "Yes" or "No" as appropriate.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 11: If you answered any of the last four question "Yes," you must complete the table below. List your three most jobs. Enter the employing agency in the first column, the city in the second column, the year in the third column, the name under which you worked in the fourth column, and the date on which your employment was terminated in the fifth column.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 12: Sign and date the form.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 13: The second page requires you to designate a primary and contingent beneficiary to be paid your total accumulated contributions to the retirement system in the event of your death.

 

Alabama ERS Enrollment Member Information Record ERS 100 Step 14: Sign and date the second page in the presence of a notary public.

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Form TRS DODDSS Department of Defense Dependent School Service Purchase Information

Form TRS DODDSS Department of Defense Dependent School Service Purchase Information

 

INSTRUCTIONS: ALABAMA DEPARTMENT OF DEFENSE DEPENDENT SCHOOL SERVICE PURCHASE INFORMATION (Form TRS DODSS)

 

 

Active and contributing members of the Teachers' Retirement System of Alabama with a minimum of 10 years of service credit under this system may purchase credit for Department of Defense Dependent School Service. This article discusses two forms made available along with an instructional document used in this process, which can be found as one packet on the website maintained by the Retirement Systems of Alabama.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 1: The first page is an informational document discussing the service credit purchase process.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 2: The second page contains a Statement Of Department Of Defense Dependent School Service (form TRS SDODDSS). The first section concerns the member. Enter your first  name, middle or maiden name and last name on the first blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 3: Enter your Social Security number on the second blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 4: Enter your date of birth on the third blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 5: Enter your home phone number, including the area code, on the fourth blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 6: Enter your street address or P.O. box number on the fifth blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 7: Enter your city, state and zip code on the sixth blank line.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 8: Part I must be completed by an official of the National Personnel Records Center. In the table provided, they must provide all information requested about your service.

 

Alabama Department Of Defense Dependent School Service Purchase Information TRS DODSS Step 9: The form should then be forwarded to the Office of Personnel Management for completion of Part II, which contains a questionnaire. An official of this office must answer the questions in this section by checking "Yes" or "No" as applicable, then signing and dating the bottom of the second page, as well as giving their title and the name of the retirement system.

 

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