We recommend that you keep this booklet, even after you file your annuity application. It contains important information concerning your entitlement to railroad retirement benefits. You should also keep your annuity award notice or denial notice.
- any notes from the RRB representatives who helped you file your annuity application. The notes should detail any special aspects of your claim (such as why a certain employer was or was not your LPE);
- a copy of the AA-3, Receipt For Your Claim;
- a copy of your Federal Income Tax Form W-4-P Withholding Election Form; and,
- booklet RB-9 Employee and Spouse Annuities Events That Must Be Reported to help you comply with RRB's reporting requirements.