Get Return-to-work Checklist

Filling out the Return-to-Work Checklist online is essential for ensuring a smooth transition for employees returning from retirement. This guide provides step-by-step instructions to help users accurately complete the form, addressing important considerations related to re-employment.

Follow the steps to complete the Return-to-Work Checklist online.

1. Press the ‘Get Form’ button to access the Return-to-Work Checklist and open it in the designated editing platform.
2. Begin by reviewing the 'As You Counsel Pre-Retirees' section. Ensure that you understand whether the returning employee has been counseled about the implications of re-employment on their retirement benefits.
3. Complete the fields regarding hiring returning retirees. Confirm whether the retiree is aware that their retirement benefits must cease if they accept a new job in a covered position.
4. Fill out questions regarding the retiree's employment status. Check if the retiree has completed a bona fide break in service and if they will be returning to a non-covered position.
5. Address any potential issues related to reemployment notifications under relevant provisions to avoid benefit overpayments. Provide accurate information concerning the conditions of employment regarding part-time schedules.
6. In the 'Employees Retiring Again' section, verify if the employee has submitted a request for an estimate of retirement benefits and has completed all necessary retirement paperwork.
7. Finally, review all provided information for completeness and accuracy. You may now save your changes, download, print, or share the form as needed.

Complete your Return-to-Work Checklist online today to ensure a seamless transition for returning employees.