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Get Form Tr-1 - The Retirement Systems Of Alabama - Rsa-al
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How to fill out the FORM TR-1 - The Retirement Systems Of Alabama - Rsa-al online
Filling out the FORM TR-1 is an essential step in transferring your membership from the Teachers’ Retirement System to the Employees’ Retirement System of Alabama. This guide will provide you with clear, step-by-step instructions to navigate the online form securely and efficiently.
Follow the steps to complete the FORM TR-1 online
- Press the ‘Get Form’ button to access the form and open it in your browser or document editor.
- Enter your full name in the designated fields: First, Middle Given, Last, and Maiden Name. If your last employment name differs, please provide it in the respective section.
- Provide your Social Security Number in the format: ___ / __ / _______.
- Fill in your home address, ensuring to include your Street Address or Post Office Box, City, State, and Zip + 4 Code.
- List the name of your last employing school system and the date of your last employment in education.
- Indicate your current employer under the Employees’ Retirement System and the date your present employment began.
- By signing, authorize the transfer of your service credit, as stated in the form. Date your signature.
- Part II needs to be completed by your last TRS employer, which includes current year contributions and total contributions, along with the employer's signature.
- Finally, review your entries for accuracy. Save your changes, then proceed to download, print, or share the filled form as needed.
Complete your documents online today to ensure a smooth transfer process.
Tier 2 What is TRS? The Teachers' Retirement System (TRS) is a defined benefit plan qualified under Section 401(a) of the Internal Revenue Code. Since its inception in 1941, the plan has provided disability and service retirement benefits to members and survivor benefits to qualified beneficiaries.
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