Forms
The Retirement Systems of Alabama provides the most common forms needed during your career and the retirement process online. You may also request these forms from Member Services.
Change Forms
- Address Change Notification - Address changes can also be made using Member Online Services at the top left of your screen.
- Designation of Beneficiary - Prior to Retirement - Active and Inactive Members ONLY; Retirees, DROP participants, and anyone currently in the process of retiring should contact the RSA.
- Request to Fax/Email Account Information
Purchase Service or Transfer Forms
- Transfer of Membership from the TRS
- Purchase Transfer Request - Includes In-Service Transfer form for RSA-1 Participants
- Statement of Military Service 1109
- Statement of Military Service Act 90-528
- Statement of Department of Defense Dependent School Service
- Statement of Withdrawn Service
- Certification of Service
- Certification of Teacher Aide, Teacher Corps, and Job Corps Service
- Application and Certification for Out-of-State Service Credit
- TRS Purchasable Service Credit
Retirement / Disability Forms
- Service Retirement Application Packet Part I - Part I must be submitted to the TRS 30 to 90 days prior to the retirement date; Part II will be mailed to the member after the calculations are complete.
- Disability Retirement Application Packet Part I - Part I must be submitted to the TRS 30 to 90 days prior to the retirement date; Part II will be mailed to the member after the calculations are complete.
- Report of Disability Packet
- Direct Deposit Authorization
- Multiple Beneficiaries Attachment
- Retiree Notice of Postretirement Employment
- Insurance Authorization
- Retirement Cancellation Agreement
- 2023 Retirement Application Deadlines
- Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments
Withdrawal Forms
- Notice of Final Deposit and Request for Refund
- Application for Survivor Benefit
- Special Tax Notice Regarding Your Rollover Options
- Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
DROP Forms
Distribution of DROP Account
- Applying for DROP Distribution - Due to Death of Member
- 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
- Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments - for your monthly retirement benefit
- Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions - for distribution of DROP account
Other Forms
Also check our Frequently Asked Questions
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