4-Attachment F - URS Post-Retired Verification Form.pdf
PDF 134 KB Posted
- Solicitation number
- 27TH05P5
- Issued by
- Salt Lake County, Utah
About this file
This is a URS Post-Retired Verification Form for Independent Contractors 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, if so, to collect required information before engaging them for work. The form requests the contractor's name, business name, birthdate (if applicable), type of business, and signature with date. Contractors must submit the completed form along with a W-9 to the Accounting Department. The form applies to individuals working as employees paid through Payroll or as independent contractors and businesses paid through Accounting for a participating URS employer.
Utah Retirement Systems imposes restrictions on reemployment for individuals receiving monthly URS benefits. Any retiree must contact URS's Retirement Benefits Department at 801-366-7770 before beginning work with Jordan District and complete Form RTRT-27A, the Post-Retirement Employment form. Failure to report reemployment in violation of Utah Code Section 49-11-1207(2) results in personal liability for the retiree to repay URS any overpayment amounts resulting from the failure to report. This verification process is a compliance requirement to ensure adherence to Utah state retirement law and protect both the district and the contractor from potential financial penalties.
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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 .