Transmittal Letter - (Proposed)

PROPOSED

UNITED STATES OF AMERICA

RAILROAD RETIREMENT BOARD

OFFICE HOURS: 9:00 AM TO 3:00 PM
MONDAY THROUGH FRIDAY EXCEPT FEDERAL
HOLIDAYS

TOLL-FREE NUMBER: 1-877-772-5772

,
In reply refer to

Enclosed are the forms and other materials you will need to apply for your annuity under the
Railroad Retirement Act. If you want a formal determination on your eligibility for benefits, you
must complete and file an official application within 90 days. If you return the completed
application within 90 days of the date of this letter, we will use the date you contacted us as the
filing date of your application. If you do not file within 90 days, you may lose benefits.
GROUP A - FORMS TO BE COMPLETED AND RETURNED
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 form(s).
AA-1
AA-1d
AA-3
AA-4
AA-5
AA-15

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AA-19a
G-204
G-208
G-209
G-251
G-346
G-478
W-4p

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Application for Employee Annuity
Application for Determination of Employee Disability
Application for Spouse/Divorced Spouse Annuity
Self-Employment and Substantial Service Questionnaire
Application for Substitution of Payee
Employee's Statement of Service Performed Before January 1, 1937, To
Employers Under the Railroad Retirement Act
Application for Determination of Child’s Disability
Verification of Worker’s Compensation/Public Disability Benefit Information
Public Service Pension Questionnaire
Employee Non-Covered Service Pension Questionnaire
Vocational Report
Employee's Certification
Statement Regarding Patient’s Capability to Manage Benefits
Tax Withholding Election

UNITED STATES RAILROAD RETIREMENT BOARD - 2
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."
G-77a
G-177L
RB-1
RB-1d
RB-1d.1

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RB-3
RB-5
RB-9
RB-19a
RB-30

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How Earnings Affect Payment of Retirement Annuities
General Information about Non-Railroad Employment after Retirement
Age and Service Employee Annuity
Employee Disability Benefits
How Work and Earnings Can Affect Employees Initially Awarded Disability
Annuities
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
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
them. The Form RB-3 can be located on our website https://www.rrb.gov/Benefits/RB-3 or you can
contact the RRB at 1-877-772-5772 for assistance. 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,

UNITED STATES RAILROAD RETIREMENT BOARD - 3
Enclosure(s)