4-Attachment F - URS Post-Retired Verification Form.pdf
PDF 134 KB Posted
- Solicitation number
- 26TH09
- Issued by
- Utah
About this file
This is a URS Post-Retired Verification Form for Independent Contractors (1099 Employees) required by Jordan School District in Utah. The form serves as a compliance document to determine whether contractors, owners, partners, or principals have retired from the Utah Retirement Systems (URS) and are subject to re-employment restrictions. Contractors must disclose their retirement status, provide their birthdate if applicable, specify the type of business services provided, and submit the completed form along with a W-9 to the Accounting Department. The form applies to all individuals performing work or services as independent contractors or through contract arrangements with Jordan School District, a participating URS employer.
URS retirees receiving monthly benefits face specific restrictions on returning to work, and re-employment includes both traditional employment through payroll and contract work arrangements. Retirees must report their re-employment status to URS by completing Form RTRT-27A 3 before beginning work with Jordan School District and are directed to contact the URS Retirement Benefits Department at 801-366-7770 prior to engagement. Failure to properly report re-employment violates Utah Code Section 49-11-1207(2) and may result in the retiree being liable to repay URS any overpayment amounts resulting from non-compliance. This verification requirement applies to the current IFB for Silverfort Monitoring & Protection Platform Licenses & Support renewal.
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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 .