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

This is a URS Post-Retired Verification Form for Independent Contractors issued by Jordan School District in Utah. The form is required to be submitted along with a W-9 to the Accounting Department and applies to any contractor, owner, partner, or principal who has retired from the Utah Retirement Systems (URS). The form requests the applicant's name, business name, birthdate (if applicable), type of business provided, and signature with date. Any individual who answers affirmatively to URS retirement status must complete and file a Post-Retirement Employment form (Form RTRT-27A) with URS's Retirement Benefits Department before beginning work with Jordan District, and must contact the department at 801-366-7770 to understand reemployment restrictions.

Retirees receiving monthly benefits from URS face restrictions on returning to work, which includes both employee positions paid through payroll and contract work as a business or independent contractor paid through the Accounting Department. Per Utah Code Section 49-11-1207(2), if a URS retiree fails to report reemployment in violation of state law, the retiree becomes liable to repay URS any overpayment amounts resulting from the failure to report. This verification form ensures compliance with state retirement regulations and protects both the school district and retirees from potential violations when engaging contractors who may be URS retirees.