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Every application for
railroad retirement benefits must be accompanied by documentary evidence that
supports the claim for benefits. The sections in this part discuss the types of
acceptable evidence. If you are unable to secure the necessary information,
please contact the nearest field
office of the Railroad Retirement Board (RRB).
The people there will be glad to assist you.
General Information
Evidence submitted in support of an applicant’s claim should be:
An original document; or
a copy of a public record certified by the custodian of the record (CDC and Vital Records Information are two on-line sources from which to obtain
birth, death, marriage, and divorce certificates); or
a photocopy or transcript of either of the above.
Facsimiled copies or documents which have been altered in any way do not
qualify as original or certified copies. Therefore, they cannot be used as
evidence.
Proof Of Death
Proof of death is required with all claims for benefits. If the death
occurred inside the United States, the best proof of death includes:
A certified copy of the death certificate. This can be secured from the
Bureau
of Vital Statistics or Department of Health for the city, county or state
in which the death occurred.
A signed statement of death by the funeral director on RRB Form G-273a or
SSA’s Forms SSA-721 or SSA-2872. This is not an acceptable proof of death if the
applicant is a funeral director or a representative of a funeral home.
A copy of the coroner’s report of death.
The verdict of the coroner’s jury of the state or community where death
occurred.
A certified photocopy of any of the documents described above is acceptable.
If you are unable to obtain any of these documents, contact the nearest field
office of the RRB. The people there will be glad to assist you.
If the death occurred outside the United States, the proof of death can
include:
A report of death by a United States consul, or other agent of the State
Department, bearing the signature and official seal. You can secure this report
from the United States consulate or embassy.
A certified copy of the public record of death.
A signed statement of death by a funeral director.
Proof Of Marriage
The best proof of a ceremonial marriage is the original marriage certificate.
If you can not locate your original certificate, the following proofs are
acceptable.
A copy of a public record of the marriage certified by the custodian of
the record. This record can be secured by contacting the Clerk of the Court in
the city or county where the marriage license was obtained or the Bureau
of Vital Statistics of the state in which you were
married.
A copy of a religious record of the marriage certified by the custodian of
the record. This record can be secured by contacting the church where the
marriage took place or the clergy who performed the service.
NOTE: A marriage license is NOT an
acceptable proof of marriage. If no marriage ceremony took place, contact the
nearest field office of the RRB.
Proof Of Payment Of
Burial Expenses
To prove the payment of all or any part of the burial expenses you must
either submit RRB Form G-273a or an itemized, receipted statement or bill from
the funeral director and other persons furnishing goods and services. The
receipt must identify the deceased person, be signed by the funeral director or
other person to whom payment was made and give all of the following information:
Total amount of all burial expenses.
Name of each person who paid the burial expenses.
Amount and date of each payment.
Amount of unpaid burial expenses.
If more than one funeral home is involved, proof of payment of burial
expenses must be furnished by each one.
NOTE: If there are unpaid burial
expenses, RRB Form G-273a must be submitted.
Proof Of Military
Service
Proof of military service may be a certificate of discharge, or any official
military record that shows the dates of service. If you cannot locate the
military service record, contact your local field
office for help.
Creditable military service can be counted as if it were railroad service if
the following conditions are met:
The employee performed creditable railroad service in the same or
preceding year in which the military service began.
The military service was involuntary.
Voluntary service is only creditable when such service was entered during a
war period. Special rules may apply if the military service was from June 15,
1948, through December 15, 1950. Contact the local field office if this
situation applies.
If the military service cannot be counted as railroad service, it still might
be countable as wage credits. The RRB will determine the most advantageous way
to count it.
Proof Of Appointment As
Legal Representative
Evidence of appointment as legal representative is required of anyone filing
an application for benefits on behalf of the employee’s estate. A legal
representative can be the guardian, trustee, committee or conservator of an
individual or the administrator or executor of an estate.
Proof of Court Appointment includes:
a certified copy of letters of appointment;
a "short" certificate;
a certified copy of the order of appointment;
any official document issued by the clerk or other proper official of the
appointing court.
The document submitted must bear the court seal or the signature of the court
clerk. If the court papers of appointment were made more than one year before
the application is filed, the certification must show that they are still in
full force and effect.
Proof Of Relationship
Proof of relationship must be given by each person applying for benefits as
the child, parent, brother, sister, or grandchild of the former railroad
employee. The best proof of relationship is a certified copy of the civil or
religious birth record of the person filing for benefits showing the parents’
names.
When the relationship involves a legally adopted child or the parent of a
legally adopted child, the best proof is a certified copy of the decree or order
of adoption.
It may be necessary to submit more than one document to prove the
relationship to the employee. The following situations are examples of when this
may occur.
A stepchild must show he or she is the child of the person married to the
employee.
A grandchild must show who his or her parents are and prove that his or
her parent is related to the employee.
A brother or sister of the employee must furnish his or her birth record
and the employee’s showing that they both have the same parents.
A stepparent must show that the person he or she is married to is the
employee’s parent.