4-Attachment F - URS Post-Retired Verification Form.pdf
PDF 134 KB Posted
- Attached to
- IFB - Microsoft Server Licenses
- Solicitation number
- 27TH04
- Issued by
- Utah
About this file
This is a URS Post-Retired Verification Form for Independent Contractors used by Jordan School District in Utah to verify retirement status from the Utah Retirement Systems (URS). The form requires contractors, owners, partners, or principals to disclose whether they have retired from URS and, if applicable, provide their birthdate and type of business. The form must be submitted to the Accounting Department along with a W-9. The verification process applies to individuals who perform work or services as employees paid through payroll or as independent contractors paid through Accounting for a participating URS employer.
URS retirees receiving monthly benefits face restrictions on returning to work and must report any reemployment to URS by completing Form RTRT-27A 127A with the URS Retirement Benefits Department at 801-366-7770 before beginning work. Failure to report reemployment in violation of Utah Code Section 49-11-1207(2) subjects retirees to liability for repayment of any URS benefit overpayments resulting from non-disclosure. This verification requirement applies to the IFB for Microsoft Server Licenses issued by Jordan School District in accordance with the State of Utah Procurement Code.
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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 .