How to Fill Out RSA Direct Deposit Authorization

RSA Direct Deposit Authorization at a glance

What it is: RSA Direct Deposit Authorization is the Retirement Systems of Alabama form to indicate the system(s) from which you would like your benefit(s) direct deposited.

Who signs: The retiree or beneficiary of a deceased retiree or member must complete the page. Then take or mail both pages to your financial institution to verify your information.

A filled-in RSA Direct Deposit Authorization example: a retired teacher sets up direct deposit

RSA Direct Deposit Authorization example filled out, example: a retired teacher sets up direct deposit
Anna Sample, a retired teacher, fills out this direct deposit form. She has no earlier form on file, so Previous Financial Institution Information stays empty. The picture shows page 1; its names and figures are sample values. She checks Retiree, so nothing goes in the beneficiary lines of Check One: Retiree or Beneficiary of Deceased Retiree or Member because she is not a beneficiary. The account is hers alone, so Joint Financial Institution Account Holder(s) stays empty.

How to fill out RSA Direct Deposit Authorization, box by box

Direct Deposit from System(s)

RSA Direct Deposit Authorization example filled out, direct Deposit from System(s)

Check TRS, ERS, JRF, MRS or Supernumerary to indicate the system(s) from which you would like your benefit(s) direct deposited.

Your Information

RSA Direct Deposit Authorization example filled out, your Information

Under Your Information, enter Your SSN and your Name as First, Middle/Maiden and Last. No initials please.

Enter your Mailing Address as Street or P.O. Box, Apt.#, City, State and ZIP Code.

Enter your Telephone Number, Email Address, Date of Birth and PID (optional).

Check One: Retiree or Beneficiary of Deceased Retiree or Member

RSA Direct Deposit Authorization example filled out, check One: Retiree or Beneficiary of Deceased Retiree or Member

Check One: Retiree or Beneficiary of Deceased Retiree or Member.

If you are a beneficiary, provide the Name and SSN of the deceased retiree or member.

Previous Financial Institution Information

RSA Direct Deposit Authorization example filled out, previous Financial Institution Information

Previous Financial Institution Information is only required if you currently have an RSA DIRECT DEPOSIT AUTHORIZATION form on file. This section is not required if this is your first direct deposit.

Enter the Previous Account No and the Previous Financial Institution Name.

New Financial Institution Information

RSA Direct Deposit Authorization example filled out, new Financial Institution Information

Under New Financial Institution Information, enter the Depositor Account No, Bank Routing No and Financial Institution Name, and check Checking or Savings as the Type of Account.

Under Financial Institution Name, enter the Mailing Address as Street or P.O. Box, City, State and ZIP Code.

Your financial institution must complete the second page and agree to the Master Agreement.

Joint Financial Institution Account Holder(s)

RSA Direct Deposit Authorization example filled out, joint Financial Institution Account Holder(s)

If this is a joint account, please list other account holders and have them sign where indicated, under Joint Financial Institution Account Holder(s) Name(s) and Signature(s).

I agree to notify the Retirement Systems of Alabama (RSA) immediately of the death of the recipient of the retirement benefits being deposited to this joint financial institution account, and to return all payments to the RSA that are deposited to this account after said death. The RSA will determine and pay any survivor benefits. The RSA is authorized to make necessary debit entries to this joint account for any credits that were made in error.

Sign Here

RSA Direct Deposit Authorization example filled out, sign Here

Sign Here: enter Your Signature and the Date.

Digital and electronic signatures are not accepted.

I hereby reserve the right to revoke or cancel this request, such revocation or cancellation to take effect within 30 days of receipt of written notice by the RSA.

Financial Institution Certification

RSA Direct Deposit Authorization example filled out, financial Institution Certification

On the second page, the financial institution enters the Name and SSN, then the Representative Name, Representative Signature, Date and Financial Institution Telephone Number.

More rules for RSA Direct Deposit Authorization

Each benefit payment is to be credited to my account at the financial institution specified and such payment will be in full payment, satisfaction, and discharge of the amount then falling due and payable to me on account of such payments.

I authorize my payment to be sent to the financial institution named and to be deposited to the designated account.

Common questions about RSA Direct Deposit Authorization

Is there a deadline?

Properly completed DIRECT DEPOSIT AUTHORIZATION forms received by the RSA before the 13th of each month will be effective for the current month.

Where do I file it?

You may submit your completed form through your Member Online Services Account at https://mso.rsa-al.gov, or you can return the completed form to The Retirement Systems of Alabama, P.O. Box 302150 Montgomery, AL 36130-2150, Fax: 334.517.7001.

Sources

[1] RSA Direct Deposit Authorization (REV 06-2025), Retirement Systems of Alabama (the Official source link on this page).

RSA_DDR PDF Details

Your financial institution must complete the second page and agree to the Master Agreement.

Previous institution: This section is only required if you currently have an RSA DIRECT DEPOSIT AUTHORIZATION form on file.

Joint account: If this is a joint account, please list other account holders and have them sign where indicated.

Signatures: Digital and electronic signatures are not accepted.

Effective: Properly completed DIRECT DEPOSIT AUTHORIZATION forms received by the RSA before the 13th of each month will be effective for the current month.

QuestionAnswer
Form NameRSA_DDR
Form Length2 pages
Fillable?Yes
Fillable fields46
Avg. time to fill out8 min
Edition06-2025
Issuing agencyRetirement Systems of Alabama
Where to sendThe Retirement Systems of Alabama, P.O. Box 302150, Montgomery, AL 36130-2150
Other namesRSA_DDR, RSA DDR, RSA direct deposit authorization, RSA direct deposit form, Alabama RSA form
Official sourceRSA_DDR (06-2025)