Get Annuitant Earnings After Retirement Form

Filling out the Annuitant Earnings After Retirement Form is essential for TRA annuitants submitting their earnings after retirement. This guide provides step-by-step instructions to help users complete the form accurately and submit it online.

Follow the steps to successfully complete your form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering the TRA number of the annuitant in the designated field.
3. Fill in the last name, first name, and middle initial of the annuitant in the appropriate sections. Ensure accuracy to avoid processing delays.
4. Provide the annuitant's Social Security number in the corresponding field. Protect this information as it is sensitive.
5. Indicate the position code in the provided section. Use the appropriate letters for the retiree’s role: T for Teacher, A for Administrator, C for Consultant, or S for Interim Superintendent.
6. If applicable, check the box to indicate if the MnSCU exemption applies to the annuitant.
7. Report the salary earned specifically for the period from July 1, 2010 to June 30, 2011 in the designated salary field. Only include gross salary that meets the outlined criteria.
8. If the annuitant worked but did not receive payment, list 'NONE' in the salary earned column, while still providing their TRA number, name, and Social Security number.
9. If there are more than ten annuitants to report, either make copies of the form or attach a detailed spreadsheet containing the same information.
10. Affix your signature, date the form, and include your title and telephone number in the relevant fields to verify the information is accurate.
11. If there were no employed TRA annuitants during the specified period, state 'NONE', sign and return the form as necessary.
12. Once all fields are filled, review the form for accuracy before saving changes, downloading, printing, or sharing it as needed.

Take action now by completing the Annuitant Earnings After Retirement Form online.