Quality Reporting Service Center

Chapter 01: Form AA-12, Notice of Death and Request for Service Needed for Eligibility

Purpose of Form AA-12

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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Appendix VIII: Service and Compensation Referrals to Employers

Service And Compensation Referrals To Employers Alphabetical Order by Referral Message
Adjustment Beyond Statute Of Limitations S&C Rejected

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Appendix VII: Understanding Edit Checks of Tier I and Tier II Compensation

Why is there a referral "Tier II compensation appears to be under-reported" when there is no reporting instruction that Tier I and Tier II compensation must be equal?

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Appendix VI: Earnings Bases and Tax Rates

Maximum Earnings Base and Tax Rate
Tier I			Tier II			RUIA

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Appendix V: Instructions for Form OE-1

The following instructions are to assist system subordinate units* in (1) reporting creditable service and compensation and taxable earnings to their National Secretary-Treasurer or the National Reporting Officer of their labor organization and (2) reporting and paying retirement taxes and unemployment contributions.

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Appendix IV: Instructions for Form OE-1a

The following instructions are to assist system subordinate units in (1) reporting creditable service and compensation and taxable earnings to their National Secretary-Treasurer or the National Reporting Officer of your labor organization and (2) reporting and paying retirement taxes and unemployment contributions.

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Appendix III: Position Description: Special Agent/National Reporting Officer

Under the general direction of the Chief of Compensation and Employer Services Center (CESC), the National Reporting Officer (NRO) acts as a special agent in assisting in the establishment of the wage records of employees of national railway labor organizations. Specifically:

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Appendix II: Railroad Retirement Board Jurisdiction Referral Guide

This referral guide provides Labor employers with an RRB contact for questions on subjects outside the jurisdiction of compensation reporting.

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Appendix I: Electronic File Format, Form BA-3, Annual Report of Creditable Compensation (Grand Total Record)

The information contained in this report, which is required by law under Section 9 of the Railroad Retirement Act (RRA) and Section 6 of the Railroad Unemployment Insurance Act (RUIA), is needed to pay RRA and RUIA benefits. The information is authorized for collection under OMB control number 3220-0008.

This report is due at the Railroad Retirement Board by no later than the last day of February following the report year. Failure to report or the making of a false or fraudulent report can result in criminal prosecution or civil penalties, or both.