The Retirement Systems of Alabama

- ERS Members
- TRS Members
- RSA
- ERS
- TRS
- PEEHIP
- RSA-1
- JRF

TRS Publications & Forms

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Publications

Tier 1 (Member before January 1, 2013)
Member Handbook
DROP Distribution Brochure
Preparing for Retirement

Tier 2 (Member on or after January 1, 2013)
Member Handbook

Forms
Enrollment Forms
Change Forms
Purchase Service or Transfer Forms
Retirement / Disability Forms
Withdrawal Forms
DROP Forms

Fillable Form Instructions

We are in the process of replacing many of our forms with fillable forms. For more information about fillable forms, please click on the link above for instructions. As the fillable forms are added to the Publications & Forms pages of our Web site, they will be denoted by an asterisk (*) beside the form name.

Enrollment Forms			back to top
	Form 100, Enrollment Form: Member Information Record (For Tier 1 and Tier 2)


Change Forms			back to top
	Address Change Notification Form - Address changes can also be made using Member Online Services on the left of your screen
	RSA 100-C Change of Beneficiary - Prior to Retirement -Active and Inactive Members ONLY; Retirees should contact the RSA
	Request to Fax Account Information


Purchase Service or Transfer Forms			back to top
	Transfer of Membership from the TRS
	Certification of Teacher Aide Service, Teacher Corps Service, and Job Corps Service - Acts 93-768 / 98-385
	TRS SMS 1109, State Military Service Purchase
	TRS SMS 90-528, Military Service Purchase Act
	Department of Defense Dependent School Service
	Certification of Service
	Purchase Transfer Request - Includes In-Service Transfer form for RSA-1 Participants
	Application and Certification for Out-of-State Service Credit


Retirement / Disability Forms			back to top
	Retirement Application Packet Part I
	Insurance Authorization
	Report of Disability Packet
	TRS 10MBAR Designation of Multiple Beneficiaries After Retirement
	Withholding Certificate for Pension or Annuity Payments (W-4P)
	Direct Deposit Authorization


Withdrawal Forms			back to top
	RSA 7, Notice of Final Deposit and Request for Refund
	RSA SB PRDB, Application for Survivor Benefit*
	Special Tax Notice Regarding Your Rollover Options


DROP Forms			back to top
	Enrollment in DROP
		DROP Contract / Application - Last day to enroll in DROP was March 24, 2011
	Distribution of DROP Account
		Applying for DROP Distribution - Early Termination
		Applying for DROP Distribution - Participation Period Completed
		Applying for DROP Distribution - Death During DROP Participation
		DROP Participation Period Completed - Will Continue Employment
		Applying for DROP Distribution - Post DROP Termination
	Individual Forms
		Request for DROP Distribution and Rollover Election
		Direct Deposit Authorization
		Special Tax Notice Regarding Your Rollover Options
		Report of Disability Packet

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