5-Attachment F - URS Post-Retired Verification Form.pdf
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- Solicitation number
- 27BV13P5
- Issued by
- Utah
About this file
This is a URS Post-Retired Verification Form attachment for Jordan School District's independent contractor process. The form is required to be completed by all prospective contractors, owners, partners, or principals who may have retired from Utah Retirement Systems (URS) and are seeking to work with Jordan School District. Contractors must disclose their retirement status, provide their birthdate if applicable, specify the type of business services being provided, and sign and date the form. The completed form must be submitted to the Accounting Department along with the W-9 form as part of the contractor onboarding process.
URS retirees receiving monthly retirement benefits face specific restrictions on re-employment with participating URS employers, including both traditional employee positions and independent contractor arrangements. If a URS retiree fails to properly report re-employment to URS using the Post-Retirement Employment form (Form RTRT-27A) as required by Utah Code Section 49-11-1207(2), the retiree becomes liable for repaying URS any resulting overpayment of benefits. Retirees are directed to contact URS's Retirement Benefits Department at 801-366-7770 before commencing work with Jordan School District to complete and file the required Post-Retirement Employment form. This verification process ensures compliance with state retirement regulations and protects both the retiree and the school district from potential legal and financial consequences.
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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 .