INSTRUCTIONS: ALABAMA ANNUAL INVESTMENT OPTION ELECTION DROP ROLLOVER OR 457 TRANSFER (Form RSA-1 IOE)

Alabama public employees enrolled in the state-administered RSA-1 delayed compensation retirement fund can use a form RSA-1 IOE to elect a DROP rollover or 457 transfer. This document can be obtained from the website of the Retirement Systems of Alabama.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 1: Enter your first name, middle or maiden name and last name on the first blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 2: Enter your Social Security number on the second blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 3: Enter your date of birth on the third blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 4: If the member is deceased, enter the first name, middle name or maiden name and last name of the beneficiary on the fourth blank line, their Social Security number on the fifth blank line and their date of birth on the sixth blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 5: On the next blank line, enter your street address or P.O. box number.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 6: On the next blank line, enter your city, state or zip code.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 7: On the next blank line, enter your email address.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 8: On the next blank line, enter your telephone number, including the area code.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 9: Indicate the type of election you are requesting by placing a check mark next to the appropriate statement.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 10: Enter the signature of the member or the beneficiary if the member is deceased on the next blank line and the date on the last blank line.

Alabama Annual Investment Option Election Drop Rollover Or 457 Transfer RSA-1 IOE Step 11: Have the form certified and signed by a notary public.