INSTRUCTIONS: ALABAMA INVESTMENT OPTION ELECTION FOR NEW ACCOUNTS (Form RSA-1 EN IOE) Alabama public employees enrolled either in the RSA-1 or DROP retirement funds may elect to have part or all of their fund invested in stocks rather than fixed investments. This is done by filing a form RSA-1 EN IOE. This document can be obtained from the website of the Retirement Systems of Alabama and can be filed once a year. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 1: At the top left-hand corner, indicate with a check mark whether you are enrolled in the RSA-1 or DROP program. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 2: On the first blank line, enter your first, middle and last name. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 3: On the second blank line, enter your street address or PO box number. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 4: On the third blank line, enter your city, state and zip code. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 5: On the fourth blank line, enter your Social Security number. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 6: On the fifth blank line, enter your date of birth. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 7: On the sixth blank line, enter your phone number. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 8: The next section is only for those with RSA-1 accounts. Write what percentage of your fund you wish to have in a fixed investment option where indicated and what percentage you wish to have invested in stocks. Both percentages must add up to 100%. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 9: The next section is only for those with DROP accounts. Indicate what percentage of your account you wish to have in a fixed investment option and what percentage you wish to have invested in stocks. Both percentages must add up to 100%. Alabama Investment Option Election For New Accounts RSA-1 EN IOE Step 10: Sign and date the bottom of the page in the presence of a notary public. Mail it to the address given at the top of the page.