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

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Attached to
Athletic Uniform and Apparel Discount Incentive for Bingham High School
Solicitation number
26RM02P5
Issued by
Salt Lake County, Utah

About this file

This is a URS Post-Retired Verification Form used by Jordan District (presumably Jordan School District in Utah) to verify employment status of independent contractors and 1099 employees who may be receiving retirement benefits from the Utah Retirement Systems (URS). The form requires contractors, owners, partners, or principals to disclose whether they have retired from URS and, if so, provide their birthdate and type of business. The form must be submitted to the Accounting Department along with a W-9. This verification is necessary because URS retirees receiving monthly benefits face restrictions when returning to work, whether as traditional employees paid through payroll or as independent contractors paid through accounting.

Utah Code Section 49-11-1207(2) imposes significant penalties on URS retirees who fail to report reemployment, requiring them to repay any overpayments received during the violation period. Any retiree identified as the contractor, owner, partner, or principal must contact URS's Retirement Benefits Department at 801-366-7770 before beginning work with Jordan District and complete the Post-Retirement Employment form (Form RTRT-27A). This verification requirement applies to all independent contractors and 1099 employees to ensure compliance with state retirement system regulations and protect both the retiree and the district from potential liability.

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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 .