Forms

• Investment Option Election
• Enrollment
• Change
• Catch-Up
• Service Credit
• Incoming Rollover or Transfer
• Hardship
• Distribution
• Small Balance
• Other

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.

Investment Option Election Forms

• RSA-1 Contribution Allocation - Includes Authorization to Defer Compensation
• RSA-1 Fund Reallocation for Existing Accounts

Enrollment Forms

• RSA-1 Enrollment Packet
• RSA-1 Enrollment
• Beneficiary Designation
• RSA-1 Contribution Allocation
• Authorization to Defer Compensation (Submit to your payroll officer)

Change Forms

• Address Change Notification
• Beneficiary Designation

Catch-up Forms

• Special Catch-Up Election and Worksheet

Service Credit Forms

• Transfer to Purchase Service Credit

Incoming Rollover or Transfer Forms

• RSA-1 Enrollment Packet
• Incoming Transfer or Rollover from Other Plans to RSA-1
• RSA-1 Fund Allocation for Incoming Transfer or Rollover

Hardship Forms

• Financial Hardship Distribution Packet
• Authorization to Defer Compensation (Submit to your payroll officer)

Distribution Forms

• In-Plan Roth Conversion
• RSA-1 HEART Act Distribution
• Small Balance Distribution
• Participant Distribution Packet: Lump Sum or Partial Lump Sum
• Participant Distribution Packet: Periodic Payments

Other Forms

• Special Tax Notice Regarding Your Rollover Options
• RSA-1 Special Tax Notice Regarding Your Distribution
• RSA HIPAA Privacy Authorization
• Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments
• Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions