INSTRUCTIONS: ALABAMA RETIREMENT APPLICATION PACKET FOR NON-STATE EMPLOYEES PART I

Alabama residents who are not employees of the state must prepare for retirement by completing state Form 10. This Application for Retirement is combined with an optional Direct Deposit Authorization Form in a packet available on the website of the Retirement Systems of Alabama.

Alabama Retirement Application Packet For Non-State Employees Part I Step 1: The first page of this packet contains a checklist of steps to take in completing this packet.

Alabama Retirement Application Packet For Non-State Employees Part I Step 2: The second page contain Form 10. Enter your name, Social Security number, home address, date of birth, work and home telephone numbers, and the name of your employer.

Alabama Retirement Application Packet For Non-State Employees Part I Step 3: Indicate with a check mark whether you are retiring due to disability or on a service basis. If the former, you must submit a separate Report of Disability.

Alabama Retirement Application Packet For Non-State Employees Part I Step 4: Give your date of retirement. This must fall on the first of the month in question.

Alabama Retirement Application Packet For Non-State Employees Part I Step 5: Enter your email address.

Alabama Retirement Application Packet For Non-State Employees Part I Step 6: Those who wish for retirement benefits to be administered through direct deposit should enter the name of their bank or financial institution.

Alabama Retirement Application Packet For Non-State Employees Part I Step 7: In the next section, give the name of your primary beneficiary in the event of your death.

Alabama Retirement Application Packet For Non-State Employees Part I Step 8: Provide the relationship of your beneficiary to you, and their date and Social Security number. Answer the next questions with check marks.

Alabama Retirement Application Packet For Non-State Employees Part I Step 9: Sign and date the form. You must then appear before a notary to have the form witnessed.

Alabama Retirement Application Packet For Non-State Employees Part I Step 10: Your employer should complete the last section of this form.

Alabama Retirement Application Packet For Non-State Employees Part I Step 11: If you wish to receive retirement benefits through a direct deposit, provide all information requested on the next to last page. The last page should be completed by a representative of your financial institution.