5-Attachment F - URS Post-Retired Verification Form.pdf
PDF 134 KB Posted
- Solicitation number
- 26DB29
- Issued by
- Salt Lake County, 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 is required to be submitted along with a W-9 to the Accounting Department and applies to any individual who has retired from Utah Retirement Systems (URS) and is seeking to work as a contractor, owner, partner, or principal with the district. The form requests the contractor's name, business name, confirmation of URS retirement status, birthdate, type of business provided, and signature with date. The document emphasizes that reemployment with a participating URS employer—whether as a paid employee or independent contractor—carries specific restrictions and reporting obligations for URS retirees.
Retirees receiving monthly URS benefits must comply with Post-Retirement Employment reporting requirements under Utah Code Section 49-11-1207(2), filing Form RTRT-27A with URS before beginning work with Jordan School District. Failure to report reemployment constitutes a violation that may result in the retiree being liable to repay URS any overpayments received. The document directs retirees to contact URS's Retirement Benefits Department at 801-366-7770 prior to starting work to ensure proper filing of required post-retirement employment forms.
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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 .