INSTRUCTIONS: ALABAMA NOTICE OF FINAL DEPOSIT AND REQUEST FOR REFUND (Form RSA 7)
Alabama public employees who have terminated their
employment in any state agency file a form RSA 7 to document their final deposit into the
Retirement Systems of Alabama and request refund or other
forms of disposal of retirement or
pension funds administered by the state. This form can be found on the website maintained by the Retirement Systems of Alabama.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 1: On the first two blank lines of Part I, enter your full name and date of birth.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 2: On the third and fourth blank lines, enter your
Social Security number and home phone number.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 3: On the fifth, sixth and seventh blank lines, enter your street address or PO box number, work phone number, city, state and zip code.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 4: If you know your RSA account number, enter it on the eighth blank line.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 5: Part II concerns how
retirement funds are to be distributed. If you wish to receive these funds in the form of a lump sum payment, check the box next to "Part A."
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 6: If you wish to have part or all of the retirement funds rolled over to another pension or retirement fund, check the box next to "Part B." Enter the percentage of the funds you wish to have transferred to this fund.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 7: If you have checked Part B, provide all information requested about your new plan's
trustee and the type of plan.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 8: Sign and date the bottom of the first page in the presence of a notary public.
Alabama Notice Of Final Deposit And Request For Refund RSA 7 Step 9: Give the form to your government employer. An authorized official will complete Part III.