Forms

Change
Purchase Service or Transfer
Retirement / Disability
Withdrawal
DROP
Other 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Statement of Withdrawn Service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 Leave Without Pay
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
RSA Firefighter Certification - Ala. Code §36-27-59(c)
RSA Law Enforcement Officer or Corrections Officer Certification - Ala. Code §36-27-59(c)

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

DROP Forms

Distribution of DROP Account

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