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

PDF 134 KB Posted

Attached to
RFP Classroom & Computer Lab Management Software
Solicitation number
27TH01P5
Issued by
Salt Lake County, Utah

About this file

This is a URS Post-Retired Verification Form attachment for the Jordan School District (JSD) Classroom & Computer Lab Management Software RFP. The form is a compliance document required from independent contractors and prospective vendors to verify their employment status with the Utah Retirement Systems (URS). Contractors, owners, partners, or principals must disclose whether they have retired from URS and are seeking to return to work with a participating URS employer. The form requires submission of the contractor's name, business name, birthdate if applicable, type of business, and signature, and must be submitted along with a W-9 form to the Accounting Department.

URS retirees receiving monthly benefits face restrictions on re-employment, which includes work performed as an employee or independent contractor for any participating URS employer. Vendors and contractors must comply with Title 49 of the Utah Code by reporting any re-employment to URS using Form RTRT-27A before beginning work with Jordan District. Failure to report re-employment violates state regulations and makes the retiree liable for repaying URS any overpayment resulting from non-disclosure. All affected individuals are directed to contact URS's Retirement Benefits Department at 801-366-7770 prior to commencing work to ensure proper filing of the 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 .