United States of America Railroad Retirement Board Form Approved I Railroad Retirement Claim Number FUNERAL DIRECTOR 'S STATEMENT OF BURIAL EXPENSES OMB No. 32200031 Employee 's Social Security Number.

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How to use or fill out the OR G-273A - Portland online

The OR G-273A form is essential for submitting burial expenses to the Railroad Retirement Board. This guide provides clear and comprehensive steps for users to accurately complete the form online, ensuring benefits are processed without delay.

Follow the steps to effectively fill out the OR G-273A form online:

  1. Click ‘Get Form’ button to access the OR G-273A document and open it in the editing tool.
  2. Enter the deceased employee's name and their Social Security Number in the designated fields at the top of the form. This information is crucial for identification and verification purposes.
  3. Fill in the date of death by selecting the appropriate year, month, and day. Ensure accuracy in this section as it affects the processing of the claim.
  4. In the next section, provide the total amount of funeral home charges, including any cash advances. This total will be used for reimbursement purposes.
  5. List any payments received or expected from various sources, such as the Department of Veterans Affairs or insurance policies. Be specific and include contact information for clarity.
  6. Indicate whether there is a balance due by selecting 'Yes' or 'No'. If there is a balance, proceed to the next step; if not, you may skip ahead.
  7. Respond to whether any organization or person has accepted responsibility for the burial expenses. This may affect payment processing.
  8. If applicable, provide the name and contact information of that person or organization in the specified fields.
  9. Indicate whether other funeral homes were involved in the services by responding appropriately. This will help clarify all expenses incurred.
  10. If there are outstanding funeral home expenses and payment assignment is relevant, proceed to complete the financial institution details, including account number and type.
  11. Once all financial sections are completed, report the certification of the funeral director by filling in their name, title, and providing the required date and contact number.
  12. Review all information entered for accuracy, ensuring no sections are left incomplete. Save changes to keep progress secure, and then download or print the form for submission.

Complete your OR G-273A form online today to ensure timely processing of your benefits.

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The railroad retirement system also provides, under certain conditions, a residual lump-sum death benefit which ensures that a railroad family receives at least as much in benefits as the employee paid in railroad retirement taxes before 1975.

Definition Of A Lump-Sum Death Payment. RB-21 (12-18) A lump-sum death payment is meant to help defray the costs of the employee's burial expenses. It can only be paid to a widow(er) who was living with the employee when he or she died or to the person who paid all or part of the employee's burial expenses.

Form AA-12, Notice of Death and Request for Service Needed for Eligibility, serves a dual purpose. First, the form notifies the employee's last railroad employer that the employee is deceased and secondly, it requests a report of service months needed to qualify the employee's survivor(s) for an annuity.

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