G-88R (10-14) Request for Information About New or Revised Pension Pla

CURRENT
United States of America
Railroad Retirement Board

Form Approved
OMB No. 3220-0089

REQUEST FOR INFORMATION ABOUT
NEW OR REVISED
EMPLOYER PENSION PLAN
1. Railroad Contact Official's Name and Address

DO NOT WRITE IN THIS AREA - FOR RRB USE ONLY

Date Received at RRB

Received by

2. BA No.

3. Date RRB Released Form to Railroad

Facsimile No.:
SECTION 1 INSTRUCTIONS FOR THE EMPLOYER
For assistance in completing this form, read Part VI, Chapter 6, of the Employer Reporting Instructions located on our
website at www.rrb.gov, which provide information about supplemental annuities and how they are affected by railroad
pensions. Also read the “Important Notices” below. Type or print legibly in ink. If you need more space than is provided,
use Section 4, Remarks. Based on your answer to a question, you may be told to “Go to” another item. If no “Go to”
instructions are given, answer the next item in order. Do not skip any items unless directed to do so.
This form is used to obtain information about a private railroad pension plan to determine if benefits from the plan will
cause a reduction in the supplemental annuities of covered employees. Submit a copy of the plan or a summary plan
description with the completed form. Complete a separate form for each plan submitted.
Return the completed form to the US Railroad Retirement Board, 844 N. Rush Street, P&S-RAC, Chicago, IL 60611-1275
or fax to (312) 751-4650.
IMPORTANT NOTICES
PAPERWORK REDUCTION ACT NOTICE
The information requested on this form is needed to determine if a reduction is required to the supplemental annuities of
your retired employees under Section 2(h) (2) of the Railroad Retirement Act (RRA) (45 USC 231a(h)(2)). Furnishing this
information is required by law (Section 7(b)(6) of the RRA (45 USC 231f(b)(6))).
We estimate this form takes an average of 8 minutes to complete, including the time for reviewing the instructions, getting
the needed data, and reviewing the completed form. Federal agencies may not conduct or sponsor, and respondents are
not required to respond to, a collection of information unless it displays a valid OMB number. If you wish, send comments
regarding the accuracy of our estimate or any other aspect of this form, including suggestions for reducing completion
time, to Chief Information Officer for Policy and Compliance, US Railroad Retirement Board, 844 N. Rush St., Chicago,
Illinois 60611-1275.
SECTION 2

VERIFICATION OF PENSION PLAN

4. Does your organization maintain a private pension
plan for any group of current or former employees?
SECTION 3

Yes
No – Go to Section 5

INFORMATION ABOUT THE PLAN

5. Enter the name of the plan.

6. Indicate the type of plan.

7. Indicate how the plan is funded.

Defined benefit plan
Money purchase plan
Employer contributions only
Both employer and employee contributions
Employee contributions only – Go to Section 5
G-88r (10-14)

All
Salaried
Non-agreement (hourly wage - not covered by collective bargaining
agreement)
Agreement (if only members of certain collective bargaining units are
covered by the plan, list the bargaining units in Remarks)
Other (explain in Remarks)

8. Indicate the group(s) of employees
covered by the plan.

9. Indicate if the monthly benefit is reduced
by all or part of the supplemental annuity.
10. Indicate if the benefit is reduced by a
portion of the actual or estimated regular
railroad retirement annuity (Tier 1, Tier 2
and Vested Dual Benefit).

Yes it is reduced – Enter percentage:
No it is not reduced

Month

Day

Year

12b. Enter the latest revision
date of the plan, if
different.

13. Has the plan been approved by the Internal Revenue
Service?

%

%

New plan
Old plan previously not reported to RRB
Amended plan previously reported to RRB
Amended plan previously not reported to RRB
Closed plan - Enter date closed to new employees: _

11. Indicate the status of the plan.

12a. Enter the effective
date of the plan.

Yes it is reduced
by all of the supplemental annuity - Go to Section 5
by part of the supplemental annuity - Enter percentage:
Not reduced by the supplemental annuity

Month

______
Day

Year

Yes - Attach a copy of the IRS letter approving the plan.
No - Submit a copy of the IRS letter approving the plan
when received.

SECTION 4 REMARKS
You may use this section to enter any additional information that you feel may be important to include. Be sure to include
the item number of any answer you wish to continue.

SECTION 5 EMPLOYER CERTIFICATION BY SUPPLEMENTAL ANNUITY CONTACT OFFICIAL
Always complete this item.
I certify that I have examined this report, that it is made in good faith and that to the best of my knowledge and belief all entries
made herein are true and correct and in accordance with the laws and regulations applicable hereto. I understand that providing
false or fraudulent information or failing to provide required information is a violation of federal law punishable by fine,
imprisonment, or both.

Signature of RR Contact Official

Date
(

Title

Page 2

)
Business Telephone Number

G-88r (10-14)