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
- Transfer of Membership from the ERS
- Purchase Transfer Request - Includes In-Service Transfer form for RSA-1 Participants
- ERS Service Calculation
- Statement of Service
- Statement of Withdrawn Service
- Statement of Military Service
- Firefighter Certification Act 2004-637
- Firefighter Certification Act 2023-101
- Law Enforcement Officer Certification Act 2004-637
- Law Enforcement or Corrections Officer Certification Act 2023-101
- Application to Obtain Service Credit for Maternity Leave Without Pay
- Application to Obtain Workers' Compensation Credit
- Application and Certification for Out-of-State Service Credit
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
- Notice of Final Deposit and Request for Refund
- Application for Survivor Benefit
- Special Tax Notice Regarding Your Rollover Options
- Ineligible Member Refund Request
- Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
DROP Forms
DROP Beneficiary Change
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
Other Forms
Also check our Frequently Asked Questions
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