2-Attachment F - URS Post-Retired Verification Form.pdf
PDF 134 KB Posted
- Solicitation number
- 27TH09
- Issued by
- Utah
About this file
This is a URS Post-Retired Verification Form for independent contractors (1099 employees) issued by Jordan School District in Utah. The form is designed to identify whether contractors, owners, partners, or principals have retired from the Utah Retirement Systems (URS) and establish compliance with state re-employment restrictions. Contractors must disclose retirement status, provide their birthdate if applicable, specify the type of business services provided, and sign the form before submission to the Accounting Department along with a W-9. The form applies to all individuals performing work or services as employees paid through payroll or as independent contractors paid through the Accounting Department for participating URS employers.
Any URS retirees receiving monthly benefits and returning to work must comply with Title 49 re-employment regulations and file Form RTRT-27A with URS's Retirement Benefits Department before beginning work with Jordan District. Failure to report re-employment constitutes a violation that makes the retiree liable for repayment to URS of any overpayment amounts resulting from non-compliance. Retirees are directed to contact URS's Retirement Benefits Department at 801-366-7770 prior to commencing work to understand obligations and complete required post-retirement employment documentation.
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Text version
Name
Business Name
Have you (or the contractor, owner, partner, or principal) retired from
Utah Retirement Systems (URS)?
No *Yes
*If you answered yes:
*Provide your birthdate _________________ (required)
*Type of business you provide _______________________________ (required)
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).
*The retiree is 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 .