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

PDF 134 KB Posted

Attached to
Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and Innovation Center Study
Solicitation number
27BV12P
Issued by
Salt Lake County, Utah

About this file

This is a URS Post-Retired Verification Form used by Jordan School District in Utah to verify whether contractors, owners, partners, or principals have retired from the Utah Retirement Systems (URS). The form requires respondents to disclose retirement status from URS and, if applicable, provide their birthdate and type of business. Contractors and independent contractors (1099 employees) working with the district must complete and submit this form along with their W-9 to the Accounting Department. The form applies to all individuals listed as the contractor, owner, partner, or principal of any contracting business engaging with Jordan District.

URS retirees receiving monthly benefits face restrictions when returning to work with participating URS employers. If a retiree is discovered to have failed to report reemployment to URS on its Post-Retirement Employment form (Form RTRT-27A) in violation of Utah Code Title 49, the retiree becomes liable to repay URS any overpayment resulting from the unreported employment. Retirees are directed to contact URS's Retirement Benefits Department at 801-366-7770 before beginning work with Jordan 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 .