Transmittal Letter for self-administered retirement applications

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Enclosed are the forms and other materials you will need to apply for your annuity under the
Railroad Retirement Act.

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GROUP A FORMS TO BE COMPLETED AND REl'URNED
The application forms listed below have been designed so you can fill them out yourself.
You must complete and return the forms marked by an "X" to the district office shown above. If
you did not receive all of the forms marked by an 'X," contact the district office and they will send
you the missing forms.
AA-1
AA-I d

AA-3
AA-4
AA-5
AA-15

Application for Employee Annuity

Applica,l:ionfor Determination of Employee Disability

Application for
SpouseIDivorced Spouse Annuity

Self-Employment and Substantial Service Questionnaire

Application for Substitution of Payee

Employee's Statement of Service Performed Before January I , 1937, To
Employers Under the Railroad Retirement Act
Application for Determination of Child's Disability
Verification of Worker's CompensationlPublic Disability Benefit Information
Public Service Pension Questiorlnaire
Errlployee Non-Covered Service Pension Questior~naire
Vocational Report
Employee's Certification
Statement Regarding Patient's Capability to Manage Benefits
Tax Withholding Election

UNITED STATES RAILROAD RETIREMENT BOARD - 2

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GROUP B BOOKLETS AND PAMPHLETS YOU SHOULD KEEP
The booklets and pamphlets listed below contain information you will need to complete your
application(s). You should keep the booklets and pamphlets you receive, even after you file your
application. Contact the district office shown above if you have not received all the material that
was marked by an "X."

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How Earnings Affect Payment of Retirement Annuities

- General Information about Non-Railroad Employment after Retirement
- Age and Service Employee Annuity

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Employee Disability Benefits
Furnishing Evidence to Support Your Claim
Your Duties as Representative Payee - Representative Payee's Record
Employee and Spouse Annuities - Events That Must Be Reported
Child's Disability Benefits
Spouse/Divorced Spouse Annuity

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GROUP C EVIDENCE YOU MUST SUBMIT
The booklet, Form RB-3, Furnishing Evidence To Support Your Claim, explains the various types
of documents that may be required and where you can locate them if you do not already have
theni. Please furnish evidence only for the items marked by an "X" below.
Proof of Age
Proof of Relationship
Proof of Marriage
Proof of Military Service
Proof of Death
Proof of Divorce

If you have previously submitted any of these proofs to the Railroad Retirement Board, do not
submit the proof again. Instead, explain on a separate sheet of paper why you are not submitting
the proof at this time. If additional proof is needed, we will contact you.
Sincerely,