Alabama Administrative Code

(1) A person on leave of absence (including sabbatical) without pay is ineligible for creditable service with the Teachers' Retirement System. (2) A person on leave of absence (including sabbatical) with pay will receive proportional credit based on the amount of pay received in …

In the case of a vacancy on the Board of Control by death, resignation, or the member moving to another position or category which is an elected position on the Board of Control or leaving the service of the position for which members are elected to the Board of Control, the Boar…

(1) No Board member or other officer or employee, whether paid or unpaid shall disclose any confidential and/or personal information. (2) The Teachers' Retirement System of Alabama has at its disposal certain information that can be of tremendous use to federal, state and local a…

(1) Title 16, Chapter 25, Section 19 requires that an Annual Report be published; such report to show the fiscal transactions for the preceding school year, the amount of accumulated cash and securities of the system and the last balance sheet showing the financial condition of t…

Members of the Board of Control should be covered with fiduciary liability insurance in the amount and type necessary to cover the carrying out of responsibilities of the Board. Such bond coverage shall be reviewed annually. Author: William T. Stephens, General Counsel, RSA. Note…

(1) Written nominations for vacant positions must be received by December 15. (2) Nomination for a place on the ballot shall require the signature of at least fifty (50) petitioners, each of whom shall be an active or retired member of the Teachers' Retirement System. (3) The Boa…

(1) The officers of the Board of Control shall be a chairman and a vice chairman, who shall be elected every two years at the regular spring meeting of the Board of Control to serve for a term of two years or until their successors are elected. Should either office become vacant …

(1) The Board of Control shall have two regular meetings each year, one in the spring and one in the fall. At one of these meetings the actuary and the investment advisor shall meet with the Board. (2) Special meetings may be called by the chairman when situations arise which req…

(1) All committees shall be formally approved by the Board of Control. (2) Investment Committee members shall serve for a two year term, and one member shall be elected each year at the regular spring meeting. (3) An Evaluation Committee not affiliated with the Board of Control o…

(1) The secretary-treasurer and the chairman of the Board of Control shall prepare the agenda with the appropriate information and provide it to each member of the Board of Control at least seven days in advance of any regular meeting of the Board.(a) Any Board of Control member …

(1) Any person dissatisfied with any action by the administration of the Teachers' Retirement System may appeal by filing a written appeal to the secretary-treasurer or the chairman of the Board.(a) The appeal must distinctly set forth the questions and issues involved and must s…

(1) The policies of the State Personnel Board shall be followed relative to all personnel activity of employees of the Retirement System covered by the classified service. (2) Employees of classified service shall attend professional meetings and seminars as assigned by the secre…

(1) The Division of Purchasing and Stores of the State of Alabama will serve as the official purchasing department of the Board of Control for all items or purchases costing over $2,000. (2) The secretary-treasurer is authorized to purchase directly items up to $2,000. Sufficient…

Nine months of full-time service shall constitute a full year of creditable service for members of Teachers' Retirement System; provided, however, that no member shall receive credit for more than one year of service during any scholastic year. Author: William T. Stephens, Genera…

(1) A person on leave of absence (including sabbatical) without pay is ineligible for creditable service with the Teachers' Retirement System. (2) A person on leave of absence (including sabbatical) with pay will receive proportional credit based on the amount of pay received in …

(1) Creditable service for part-time employment will be credited on a proportionate basis. (2) Proportionate service will be determined by comparison of the time actually worked to the normal time required for a full-time employee. (3) The employer, in cases of doubts, shall cert…

A fee equal to the current rate of return of the Teachers' Retirement System portfolio will be charged for the correction of any errors made in member accounts. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-4-.04 Filed September 30, 1982; effe…

Whenever state law provides that a person may claim prior service credit, military service credit, out-of-state service credit or any other service credit and whenever state law provides that an agency or organization may request participation in the Retirement System by resoluti…

The principal purpose of the Teachers' Retirement System is the provision of retirement allowances to public school teachers of the State of Alabama and other related educational employees as provided by state statute, and, incidental thereto, the management and investment of Tea…

Any person substantially affected by a rule or regulation of the Board may request the amendment or repeal of such rule or regulation or the adoption of a new rule or regulation by submitting such request to the Board in writing setting forth with particularity the change request…

Any person substantially affected by a rule or regulation of the Board may request a declaratory ruling with respect to the validity or applicability of the rule or regulation and any person substantially affected by the statute implemented, administered and enforced by the Board…

Is used to collect biographical information on new members, and for designation of beneficiary. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.01 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.…

Is used for designation of multiple beneficiaries. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.02 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used by members who have terminated service to request retirement contribution refund. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.03 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used by beneficiary or surviving spouse to apply for benefit payable at the death of a member prior to retirement. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.04 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of…

Request for transfer of service and contributions from the Employees' Retirement System to the Teachers' Retirement System. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.05 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: C…

Request for transfer of service and contributions from the Teachers' Retirement System to the Employees' Retirement System. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.06 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: C…

Statement of benefit eligibility from military service (required to purchase military service). Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.07 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.…

Is sent to out-of-state employer and retirement plan for certification of service rendered and credited under retirement plan. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.08 Filed May 20, 1985; effective June 25, 1985. Statutory Authority…

Submitted by members who wish to buy up to five years credit for out-of-state public or teaching service. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.09 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, …

Is used by members to notify RSA that they plan to retire. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.10 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used to apply for service or disability retirement benefits. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.11 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is required to provide medical evidence of member's disability. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.12 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used by a retiring member to choose his/her retirement plan. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.13 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Must be completed annually for the first five years, and once every three years thereafter by persons receiving disability benefits. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.14 Filed May 20, 1985; effective June 25, 1985. Statutory Aut…

Is submitted by retired members to indicate the withholding treatment which they wish to have applied to their benefits. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.15 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code…

Is submitted by the beneficiary of a deceased retiree in order to claim the survivor benefit according to the option selected. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.16 Filed May 20, 1985; effective June 25, 1985. Statutory Authority…

Is submitted by retirees who wish to have their benefit checks mailed directly to the bank. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.17 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used by retiree to request that another benefit check be issued due to the loss or destruction of the original warrant. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.18 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Co…

Is used when retirement benefit check has been negotiated but the retiree certifies that the signature on the negotiated warrant was made by someone other than the retiree. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.19 Filed May 20, 1985…

Is attached to Power of Attorney documentation to certify that the attached is still in effect. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.20 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.…

Is used by benefit recipients to decline part of the benefit payable to the recipient. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.21 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Is used by retirees to name the beneficiary who will receive the pro rata portion of the retiree's monthly benefit or the lump sum annuity savings balance payable at the retiree's death. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.22 File…

Members who are retired from the military on disability must obtain certification of the type military retirement allowance they are receiving in order to purchase military service. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.23 Filed May…

Is used by members whose accounts have been statutorily terminated to request contributions refund. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.24 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-2…

Used for certifying prior service (service rendered in Alabama public schools prior to September 1, 1941). Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.25 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975,…

Used in annual reconciliation of member contributions remitted by a particular reporting unit. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.26 Filed May 20, 1985; effective June 25, 1985. Statutory Authority: Code of Ala. 1975, § 41-22-4.

Provided to a member on an annual basis providing account balance and other relevant account data. Statements are distributed through employing units. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-7-.27 Filed May 20, 1985; effective June 25, 1…

This plan, to be known as the Alabama Teachers' Group Term Life Insurance Plan, shall be effective October 1, 1987. Author: William T. Stephens, General Counsel, RSA. Notes Ala. Admin. Code r. 800-1-8-.01 Emergency rule filed November 13, 1987; effective November 13, 1987. Perman…

All active contributing members of the Teachers' Retirement System of Alabama shall be covered by this plan during the period of such active contributing membership. For the purposes of this plan an individual shall become an active contributing member of the Teachers' Retirement…