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 Appendix II:  Railroad Retirement Board Jurisdiction Referral Guide
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          Labor Employer Reporting Instructions (LERI)
          Appendices
          Appendix II:  Railroad Retirement Board Jurisdiction Referral Guide
 Topics
    

      
              Part I - Prerequisite Knowledge for Labor Employer Reporting
          Part II - Establishment of Employee Records
          Part III - Principles of Service and Compensation
          Part IV - Particular Types of Compensation Payments
          Part V - Reports of Creditable Service and Compensation
          Part VI - Reports Related to Service and Compensation
          Part VII - Additional Communications about Service and Compensation Reports
          Part VIII - Employer Reporting System (ERS) Internet User Instructions
          Appendices
                                Appendix I: Electronic File Formats
          Appendix II:  Railroad Retirement Board Jurisdiction Referral Guide
          Appendix III: Position Description: Special Agent/National Reporting Officer
          Appendix IV:  Instructions for Form OE-1a
          Appendix V:  Instructions for Form OE-1
          Appendix VI: Earnings Bases and Tax Rates
          Appendix VII:  Understanding Edit Checks of Tier I and Tier II Compensation
          Appendix VIII:  Service and Compensation Referrals to Employers Appendix II:  Railroad Retirement Board Jurisdiction Referral Guide
							 
							
							
            pdf iconLERI-App. II_Railroad Retirement Board Jurisdiction Guide (80.92 KB)
      
            This referral guide provides Labor employers with an RRB contact for questions on subjects outside the jurisdiction of compensation reporting.

Subject
			Office Contact InformationAnnual Earnings Exempt Amounts for Annuity Work Deductions
			Bureau of the Actuary
			Division of Benefit & Employment Analysis
			(312) 751-4771Benefit Eligibility/Payment Status
			Local RRB Field Office
			(877) 772-5772Contribution Tax Rate for RUIA Tax
			Bureau Fiscal Operations
			Treasury Division
			(312) 751-4668Cost- of- Living Percentages
			Bureau of the Actuary
			Division of Benefit Employment Analysis
			(312) 751-4771Creditable/Taxable Earnings Base Estimates
			Bureau of the Actuary
			Division of Benefit & Employment Analysis
			(312) 751-4771, (312) 751-4729Divorce/Garnishment
			Bureau of Law
			(312) 751-4944Form CT-1, Employer Annual Railroad Retirement Tax Return
			Internal Revenue Service (816) 926-2435Form DC-1, Employers Quarterly Report of Contributions Under the RUIA
			Bureau Fiscal Operations
			Treasury Division
			(312) 751-4668Form G-88a, Retirement Contact Form
			Policy & Systems
			Records & Analysis Systems
			(312) 751-4808Form 1099-G, Statement for Receipt of Certain Government Payments (Unemployment Benefit Income Tax Statements)
			Local RRB Field Office
			(877) 772-5772Gross Earnings Reports (BA-11)
			Bureau of the Actuary
			Division of Benefit Employment Analysis
			(312) 751-4771Report of Stock Options and Other Payments (BA-15)
			Bureau of the Actuary & Research
			Financial Interchange Division
			(312) 469-2286
			BA-15@rrb.govMonthly Report of Tier I Railroad Retirement Taxes Deducted from RUIA Sickness Benefits
			Bureau Fiscal Operations
			Treasury Division
			(312) 751-4668Notice of Death of Annuitant
			Local RRB Field Office
			(877) 772-5772Reports of Supplemental Tax Credits and Tax Liabilities (Forms G-88p, and G-88R)
			Policy & Systems
			Records & Analysis Systems
			(312) 751-4808RRB-1099/1099-R, Statement for U.S. Citizen Recipients of Payments by the Railroad Retirement Board

			Form RRB-1042S, Statement for Non-resident Alien Recipients of Payments by the Railroad Retirement Board

			(Retirement Benefit Income Tax Statements)
			Local RRB Field Office
			(877) 772-5772
			Policy & Systems
			Records & Analysis Systems
			(312) 751-4810Informational Conference Program and/or Schedule
			Labor Member's Office
			(312) 751-4905Request for Lien Amount
			Operations – RUIA Adjudication

			Claims Adjustment and Settlement Section

			(312) 751-4825
        ‹ Appendix I: Electronic File Format, Form BA-15, Report of Stock Options and Other Payments | 
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U.S. Railroad Retirement BoardWilliam O. Lipinski Federal Building844 North Rush Street
Chicago, IL 60611-1275
Toll Free: (877) 772-5772
TTY: (312) 751-4701
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 Last updated: 01/10/2022