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INSTRUCTIONS: APPLICATION TO TRANSFER OR REDEEM SERVICE CREDITS BETWEEN ARIZONA RETIREMENT PLANS (Form U2)

Public safety personnel, corrections officers and elected officials in Arizona can all use a form U2 in order to request that service credits from another retirement service or plan in the state be transferred to their current plan. This document can be obtained from the website maintained by the Elected Officials' Retirement Plan of the State of Arizona.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 1: On the first line of section I, enter your name.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 2: On the second line, enter your telephone number.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 3: On the third line, enter your complete address.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 4: On the fourth line, enter your Social Security number.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 5: On the fifth line, enter your date of birth.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 6: On the first line of section II, enter the name of your former retirement system or plan.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 7: On the second line, enter the name of your former employer while contributing to this plan.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 8: On the third line, enter your former position or classification.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 9: On the fourth and fifth lines, enter your beginning and ending previous service dates.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 10: Indicate with a check mark whether you withdrew member contributions from your previous plan. If redeeming refunded credit, enter how many months you wish to have calculated.

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 11: In section III, enter your current retirement system or plan, current employer, service date, and current position or classification. 

Application To Transfer Or Redeem Service Credits Between Arizona Retirement Plans U2 Step 12: Sign and date the bottom of the page.