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

PDF 134 KB Posted

Attached to
IFB - Open Options Connect Care Plus 2-Year Software Support for Security System
Solicitation number
27TH10
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 requires contractors, owners, partners, or principals to disclose whether they have retired from Utah Retirement Systems (URS) and, if so, to provide their birthdate and type of business. The form must be submitted to the Accounting Department along with a W-9 form. This verification requirement applies to individuals working on contracts with Jordan School District, which is currently seeking a bidder to provide Open Options Connect Care Plus 2-Year Software Support for its security system through an Invitation for Bid (IFB) process conducted in accordance with Utah Code Annotated Chapter 63G-6a and applicable Utah Administrative Rules.

URS retirees receiving monthly benefits are subject to re-employment restrictions when working for participating URS employers, whether as employees paid through Payroll or as contractors paid through Accounting. Retirees who fail to report re-employment to URS on Form RTRT-27A in violation of Utah Code Section 49-11-1207(2) will be liable for repayment of any benefits overpaid as a result. The form directs any URS retirees to contact URS's Retirement Benefits Department at 801-366-7770 before beginning work with Jordan School District to complete and file the required Post-Retirement Employment form.

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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 .