14-Attachment F - URS Post-Retired Verification Form.pdf

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Attached to
RFP Classroom & Computer Lab Management Software
Solicitation number
27TH01P5
Issued by
Salt Lake County, Utah

About this file

This is a URS Post-Retired Verification Form used by Jordan School District in Utah to verify the employment status of contractors or employees who have retired from the Utah Retirement Systems (URS). The form applies to independent contractors and 1099 employees engaging with Jordan District and requires respondents to disclose whether they have retired from URS. Contractors must submit the completed verification form along with a W-9 to the Accounting Department. The form serves as documentation of compliance with Utah Code Section 49-11-1207(2) regarding post-retirement employment restrictions.

URS retirees receiving monthly benefits are subject to specific restrictions when returning to work, whether as traditional employees paid through payroll or as contractors paid through accounting. Any retiree failing to properly report reemployment through URS Form RTRT-27A violates state law and becomes liable for repayment of overpaid benefits. Prospective contractors who are URS retirees must contact URS's Retirement Benefits Department at 801-366-7770 before commencing work with Jordan District to complete and file the Post-Retirement Employment form. This verification requirement applies to all individuals listed as the contractor, owner, partner, or principal of any business contracting with the district.

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Text version

Name

Business Name

Have you retired from Utah Retirement Systems (URS)? No *Yes

*If you answered yes:

Signature Date

Please submit this form along with the W-9 to the Accounting Department.

Retirees receiving a monthly benefit from URS have restrictions when returning to work. Re-employment includes work or service performed as an employee (paid through Payroll) OR on a contract (as a business or independent contractor paid through Accounting) for a participating URS employer if the retiree is listed as the contractor, owner, partner, or principal of the contractor

(business).

If it is discovered that a URS retiree failed to report reemployment to URS on its Post-Retirement

Employment form (Form RTRT-27A) in violation of Title 49, the retiree will be liable to repay URS the amount of any overpayment resulting from the violation to report. See Utah code section 49-

11-1207(2).

You are directed to contact URS's Retirement Benefits Department at 801-366-7770 before beginning work with Jordan District. You will be asked to complete and file a

Post-Retirement Employment form (Form RTRT-27A).

URS Post-Retired Verification

Independent Contractors (1099 Employees)

File details come from the government source that posted it. Updated .