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Attached you will find a RETIREMENT CHECKLIST For Scheduled Employees with lots of great information.
If you are looking for more information regarding your Railroad Retirement, please read through
the sections below.
The following was put together to help you get some information and to help you get started with your retirement needs.
HOW DO YOU KNOW WHAT YOUR CLAIM NUMBER IS?
At retirement, you are assigned a claim number. It is how we identify you in our systems. We are not able to locate you easily by name or by employee number.
If you are an employee/railroader, your claim # is simply your Social Security Number preceded by an “A” (Ex: A XXX-XX-XXXX)
If you are the spouse of the employee, your claim # is the employee’s Social Security Number preceded by “MA” (Ex: MA XXX-XX-XXXX)
If you are a divorced spouse of an employee, your claim # is employee’s Social Security Number preceded by “XA” (Ex: XA XXX-XX-XXXX)
RRB BOOKLETS & RETIREMENT INFO:
All retirement booklets are available and kept updated at the following link:
https://rrb.gov/Benefits/Retirement/GeneralInfoRetirementE
Employees should pay close attention to the IB-2, RB-1, G-177, G-77A, RB-3, and RB-9.Spouses/Divorced Spouses should pay close attention to the IB-2, RB-30, G-177A, G-77A, RB-3, and RB-9.
All taxation booklets affecting retirement annuities can be found at the following link:
https://rrb.gov/Benefits/IncomeTax/GeneralInfoIncomeTax
myRRB & LOGIN.GOV:
myRRB is accessible after authenticating yourself through Login.gov. Login.gov is being used to verify your identity and secure your information. Once you have established access to myRRB through Login.gov, you will be able to request monthly rate letters, request duplicate tax statements, request service & compensation history statements, request duplicate Medicare cards, etc. While you are still an active railroad employee, you would also have the ability to file/claim unemployment benefits, claim sickness benefits, and obtain retirement estimates under this system.
Please see the following links regarding myRRB & Login.gov:
For general info sheet:
https://www.rrb.gov/sites/default/files/2020-03/myRRB%20handout%28web%29.pdf
For Help with Login.gov: https://www.login.gov/help/
For general info regarding myRRB & Login.gov: https://www.rrb.gov/IntroducingmyRRB
PROOFS:
Proofs are documents such as birth certificates and marriage certificates that are needed to authenticate you and specific dates relative to your retirement. In most cases, proofs must be either original or certified copies. For example, photocopies of marriage certificates and birth
certificates are NOT acceptable. The link below will provide more details on what proofs are acceptable and necessary. Please also note that proofs can be put on file in advance of retirement.
https://rrb.gov/Benefits/RB3/GeneralInformation
FIND YOUR LOCAL OFFICE’S MAILING ADDRESS:
Please see the link below for your local office’s mailing address to mail your proofs to. Make sure to always include your claim number (Social Security Number), a contact phone number, and address when mailing proofs into the office so that we have appropriate information to
identify your records, contact you as needed, and return them properly.
https://rrb.gov/Field-Office-Locator
SOCIAL SECURITY ADMINISTRATION:
There are some circumstances in which filing for and receiving Social Security Benefits is recommended. However, a Railroad Retirement beneficiary should NEVER file for benefits at SSA unless they have discussed this option with the Railroad Retirement Board in advance and
ensured it was the appropriate action. If you believe you are entitled to benefits at SSA, you can visit their website and request an updated estimate at the below link or call their toll-free number at 1-800-772-1213. Once you have an updated estimate, call the RRB’s toll-free number at
1-877-772-5772 to determine if filing for SSA benefits may be beneficial for you.
www.ssa.gov
TOLL-FREE NUMBER INFO:
You can call the Railroad Retirement Board at 1-877-772-5772 during normal business hours to speak to an RRB representative. If you have a touch-tone telephone, recorded information and automated services are available 24 hours a day, including weekends and holidays. Our office hours are 9:00 A.M – 3:30 P.M Monday, Tuesday, Thursday, and Friday & 9:00 A.M – 12:00 P.M Wednesday.
PRE-RETIREMENT SEMINAR ONLINE:
Did you know that we now have the entire Pre-Retirement Seminar available for you to listen to at your leisure. Please take the time to go to view our presentation. It will answer most of your retirement questions and even let you know about things you might not have even thought
to ask! The presentation is broken down by topic at the following link:
https://www.rrb.gov/OurAgency/LaborMember/Pre-RetirementSeminars
Please look around the rest of the Labor Member’s section of our website for some great resources for your benefits too!
https://www.rrb.gov/OurAgency/LaborMember/EducationalMaterials
Download:
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