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Appendix II: Railroad Retirement Board Jurisdiction Referral Guide

 

 

 
  1. Home
  2. Labor Employer Reporting Instructions (LERI)
  3. Appendices
  4. Appendix II: Railroad Retirement Board Jurisdiction Referral Guide
 
 

Topics

  • Part I - Prerequisite Knowledge for Labor Employer Reporting
  • Part II - Establishment of Employee Records
  • Part III - Principles of Service and Compensation
  • Part IV - Particular Types of Compensation Payments
  • Part V - Reports of Creditable Service and Compensation
  • Part VI - Reports Related to Service and Compensation
  • Part VII - Additional Communications about Service and Compensation Reports
  • Part VIII - Employer Reporting System (ERS) Internet User Instructions
  • Appendices
    • Appendix I: Electronic File Formats
    • Appendix II: Railroad Retirement Board Jurisdiction Referral Guide
    • Appendix III: Position Description: Special Agent/National Reporting Officer
    • Appendix IV: Instructions for Form OE-1a
    • Appendix V: Instructions for Form OE-1
    • Appendix VI: Earnings Bases and Tax Rates
    • Appendix VII: Understanding Edit Checks of Tier I and Tier II Compensation
    • Appendix VIII: Service and Compensation Referrals to Employers
Appendix II: Railroad Retirement Board Jurisdiction Referral Guide

 

pdf iconLERI-App. II_Railroad Retirement Board Jurisdiction Guide (80.92 KB)

 

This referral guide provides Labor employers with an RRB contact for questions on subjects outside the jurisdiction of compensation reporting.
 

Subject Office Contact Information
Annual Earnings Exempt Amounts for Annuity Work Deductions Bureau of the Actuary
Division of Benefit & Employment Analysis
(312) 751-4771
Benefit Eligibility/Payment Status Local RRB Field Office
(877) 772-5772
Contribution Tax Rate for RUIA Tax Bureau Fiscal Operations
Treasury Division
(312) 751-4668
Cost- of- Living Percentages Bureau of the Actuary
Division of Benefit Employment Analysis
(312) 751-4771
Creditable/Taxable Earnings Base Estimates Bureau of the Actuary
Division of Benefit & Employment Analysis
(312) 751-4771, (312) 751-4729
Divorce/Garnishment Bureau of Law
(312) 751-4944
Form CT-1, Employer Annual Railroad Retirement Tax Return Internal Revenue Service (816) 926-2435
Form DC-1, Employers Quarterly Report of Contributions Under the RUIA Bureau Fiscal Operations
Treasury Division
(312) 751-4668
Form G-88a, Retirement Contact Form Policy & Systems
Records & Analysis Systems
(312) 751-4808
Form 1099-G, Statement for Receipt of Certain Government Payments (Unemployment Benefit Income Tax Statements) Local RRB Field Office
(877) 772-5772
Gross Earnings Reports (BA-11) Bureau of the Actuary
Division of Benefit Employment Analysis
(312) 751-4771
Report of Stock Options and Other Payments (BA-15) Bureau of the Actuary & Research
Financial Interchange Division
(312) 469-2286
BA-15@rrb.gov
Monthly Report of Tier I Railroad Retirement Taxes Deducted from RUIA Sickness Benefits Bureau Fiscal Operations
Treasury Division
(312) 751-4668
Notice of Death of Annuitant Local RRB Field Office
(877) 772-5772
Reports of Supplemental Tax Credits and Tax Liabilities (Forms G-88p, and G-88R) Policy & Systems
Records & Analysis Systems
(312) 751-4808

RRB-1099/1099-R, Statement for U.S. Citizen Recipients of Payments by the Railroad Retirement Board

Form RRB-1042S, Statement for Non-resident Alien Recipients of Payments by the Railroad Retirement Board

(Retirement Benefit Income Tax Statements)

Local RRB Field Office
(877) 772-5772

Policy & Systems
Records & Analysis Systems
(312) 751-4810
Informational Conference Program and/or Schedule Labor Member's Office
(312) 751-4905
Request for Lien Amount

Operations – RUIA Adjudication

Claims Adjustment and Settlement Section

(312) 751-4825

 

‹ Appendix I: Electronic File Format, Form BA-15, Report of Stock Options and Other Payments | Up | Appendix III: Position Description: Special Agent/National Reporting Officer ›

 

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Last updated: 01/10/2022