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

PDF 134 KB Posted

Attached to
Social Emotional Wellness Curriculum Grades K-12
Solicitation number
27BV02P5
Issued by
Utah

About this file

This is a URS Post-Retired Verification Form for independent contractors (1099 employees) associated with Jordan School District in Utah. The form requires contractors, owners, partners, or principals to disclose whether they have retired from the Utah Retirement Systems (URS) and to provide relevant information including birthdate and type of business if applicable. The form must be submitted to the Accounting Department along with a W-9. This verification is required in connection with the district's Request for Proposals for a comprehensive K-12 Social Emotional Wellness Curriculum and related services, issued in accordance with Utah Code Annotated Chapter 63G-6a and applicable Utah Administrative Rules.

URS retirees receiving monthly benefits face restrictions on returning to work, including employment as an independent contractor or business principal with a participating URS employer. Retirees are required to report re-employment to URS using Form RTRT-27A in compliance with Utah Code Section 49-11-1207(2). Failure to report re-employment results in the retiree's liability to repay URS any overpayments resulting from the violation. Contractors who are URS retirees must 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 .