Form ERS TRF TR-2 Transfer of Membership from Employees' Retirement System


State: Alabama
Category: Retirement
Format: PDF
Form Name: 146.pdf

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Form Instructions:

 

INSTRUCTIONS: ALABAMA TRANSFER OF MEMBERSHIP FROM EMPLOYEES' RETIREMENT SYSTEM (Form ERS TRF TR-2)

 

 

To transfer credit from the Alabama Employees' Retirement System to the state Teachers' Retirement System, use the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 1: Part I should be completed by you. On the first blank line, enter your first name, middle name, last name and maiden name.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 2: If the name under which you were employed is different from the above, enter it on the second blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 3: On the third blank line, enter your Social Security number.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 4: Enter your home street address or P.O. box number on the fourth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 5: Enter your city, state and zip code on the fifth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 6: Enter the name of your last employing Employees' Retirement System unit on the sixth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 7: Enter the date of your last employment by this unit on the seventh blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 8: Enter the name of your present employing Teachers' Retirement System Unit on the eighth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 9: Enter the date on which your present employment began on the ninth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 10: Enter your signature on the tenth blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 11: Enter the date on the eleventh blank line.

 

Alabama Transfer Of Membership From Employees' Retirement System ERS TRF TR-2 Step 12: Part II should be completed by your last Employees' Retirement System employer. They should enter your total current year signature and their signature.

 

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