INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET PART I

Members of the Teachers' Retirement System Of Alabama can use the packet discussed in this article to begin the retirement process. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

Alabama Retirement Application Packet Part I Step 1: The first page of this packet is a cover sheet outlining its contents.

Alabama Retirement Application Packet Part I Step 2: The second page contains a checklist of documents to be filed and steps to be taken as part of the retirement process.

Alabama Retirement Application Packet Part I Step 3: The third page contains the application for retirement, which is TRS form 10. The first section requires the member to provide information about themselves.

Alabama Retirement Application Packet Part I Step 4: The second section concerns the designation of beneficiaries in the event of your death.

Alabama Retirement Application Packet Part I Step 5: The third section requires the member to sign and date the form. A notary public must also affix their seal.

Alabama Retirement Application Packet Part I Step 6: The fourth section must be completed by the employer.

Alabama Retirement Application Packet Part I Step 7: The fourth page contains an insurance authorization form, which is form PEEHIP IA. Part I concerns continuation or discontinuation of PEEHIP Hospital/Medical coverage.

Alabama Retirement Application Packet Part I Step 8: Part II concerns your street address.

Alabama Retirement Application Packet Part I Step 9: Part III must be completed by your payroll or insurance official.

Alabama Retirement Application Packet Part I Step 10: Part IV is only for members who have enrolled for optional coverage.

Alabama Retirement Application Packet Part I Step 11: Part V is for those whose employer does not participate in PEEHIP Medical/Hospital coverage.

Alabama Retirement Application Packet Part I Step 12: Part VI concerns vested members who are not currently enrolled.

Alabama Retirement Application Packet Part I Step 13: The fifth and sixth pages contain a Direct Deposit Authorization Form, which is form RSA DDR. This document is used to authorize the direct deposit of retirement benefits into the account of a retiree or the beneficiary of a deceased retiree. Provide all information requested about the recipient on the first page. The financial institution must complete the second page.