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
Acceptable Proof of Age Documents

Purchase Service or Transfer Forms

Retirement / Disability Forms

Service Retirement Application Packet Part I (State)
Service Retirement Application Packet Part I (Non-State)
Disability Retirement Application Packet Part I (State) - The Disability Retirement Application Packet and the Report of Disability Packet are required to initiate the disability retirement process. Both packets are included in this link. Both packets must be submitted at least 30 days and not more than 90 days prior to the effective date of retirement. The effective date of retirement can only be the 1st day of any given month.
Disability Retirement Application Packet Part I (Non-State) - The Disability Retirement Application Packet and the Report of Disability Packet are required to initiate the disability retirement process. Both packets are included in this link. Both packets must be submitted at least 30 days and not more than 90 days prior to the effective date of retirement. The effective date of retirement can only be the 1st day of any given month.
Report of Disability Packet - If the Report of Disability Packet is being completed as verification of medical reasons for retiring on disability, it must be submitted with the Disability Retirement Application Packet Part I. Both packets must be submitted at least 30 days and not more than 90 days prior to the effective date of retirement. The effective date of retirement can only be the 1st day of any given month.
Questionnaire on Disability Retirement
Direct Deposit Authorization
Multiple Beneficiaries Attachment
Retiree Notice of Postretirement Employment
2020 Postretirement Employment Options
2021 Postretirement Employment Options
2022 Postretirement Employment Options
2023 Postretirement Employment Options
Retirement Cancellation Agreement
2023 Retirement Application Deadlines
Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments

Withdrawal Forms

DROP Forms

DROP Beneficiary Change

Beneficiary on DROP Account

Distribution of DROP Account - State Agencies

Distribution of DROP Account - Non-State Agencies

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