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• Statement of Withdrawn Service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 Service
• Certification of Teacher Aide, Teacher Corps, and Job Corps Service
• Application and Certification for Out-of-State Service Credit

Retirement / Disability Forms

• Service Retirement Application Packet Part I
• Disability Retirement Application Packet Part I
• Report of Disability Packet
• Direct Deposit Authorization
• Multiple Beneficiaries Attachment 
• Withholding Certificate for Monthly Pension or Annuity Payments
• Retiree Notice of Postretirement Employment
• Insurance Authorization

Withdrawal Forms

• Notice of Final Deposit and Request for Refund 
• Application for Survivor Benefit
• Special Tax Notice Regarding Your Rollover Options

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

Other Forms

• RSA HIPAA Privacy Authorization