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INVESTMENT OPTION ELECTION FOR EXISTING ACCOUNTS RSA-1 DEFERRED COMPENSATION PLAN RSA-1 ICE Existing 08/14 Retirement Systems of Alabama P. O. Box 302150 ? Montgomery, AL 36130-2150 334-517-7000 or

How to fill out rsa-1 investment option election

To fill out the RSA-1 investment option election, follow these steps:

1. Begin by reading the instructions provided with the RSA-1 form. This will give you a clear understanding of the requirements and the information you need to provide.
2. Gather all the necessary documents and information required for the investment option election. This may include your personal identification information, employment details, financial statements, and any other relevant documents.
3. Start filling out the form by providing your personal information such as your full name, address, social security number, and contact details. Double-check the accuracy of the information before proceeding.
4. Next, indicate your current employment details, including the name of your employer, job position, and the date you started working.
5. Proceed to the investment section of the form, where you will have to make selections regarding your investment options. Carefully review the available options and choose the one that best suits your financial goals and risk tolerance.
6. If needed, seek professional advice or guidance from a financial advisor or investment expert to determine the most suitable investment option for your specific circumstances.
7. Complete any additional sections or requirements specified in the RSA-1 form. This may include providing details about your previous investment options, if applicable, or any other relevant information requested.
8. Review the filled-out form thoroughly for any errors or missing information. Ensure that all the required fields are properly filled and that the information provided is accurate.
9. Sign and date the form, confirming that all the information provided is true and accurate to the best of your knowledge.
10. Submit the completed RSA-1 form to the relevant authority, as indicated in the instructions. Keep a copy of the form for your records.

Who Needs RSA-1 Investment Option Election?

The RSA-1 investment option election is typically required by individuals who are participating in retirement savings programs, such as 401(k) plans or individual retirement accounts (IRAs). It allows individuals to choose their preferred investment options within the framework of the retirement savings program.

People who want to take an active role in managing their retirement savings and have the knowledge or desire to make investment decisions may find the RSA-1 investment option election relevant. It provides them with the flexibility to select investments that align with their financial goals and risk tolerance.

However, it is important to note that not all retirement savings programs require an RSA-1 investment option election. Some programs may have preset investment options, while others may allow participants to make investment choices outside of the RSA-1 form. It is crucial to consult the specific guidelines and instructions provided by your retirement savings program administrator to determine if an RSA-1 investment option election is necessary for your situation.

For pdfFiller’s FAQs

What is rsa-1 investment option election?

The rsa-1 investment option election is a form that allows individuals to select their investment options for retirement savings accounts.

Who is required to file rsa-1 investment option election?

Individuals who have retirement savings accounts are required to file the rsa-1 investment option election.

How to fill out rsa-1 investment option election?

To fill out the rsa-1 investment option election, individuals need to provide their personal information and select their preferred investment options as per the guidelines.

What is the purpose of rsa-1 investment option election?

The purpose of the rsa-1 investment option election is to give individuals control over their retirement savings by allowing them to choose their investment options.

What information must be reported on rsa-1 investment option election?

The rsa-1 investment option election requires individuals to report their personal information, selected investment options, and any other relevant details as specified in the form.

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