1. (a) Every member who retires early for medical reasons shall, not later than June 30th of each year, complete Section A of the GO-1 form by:

   1. (1) Attaching a copy of the annuitant’s individual or joint federal tax return for the year indicated on the form along with all the required schedules;
   2. (2) Checking the appropriate boxes to indicate the member’s tax filing status;
   3. (3) Listing the annuitant’s telephone number;
   4. (4) Dating the form; and
   5. (5) Signing the form.

2. (b) Every annuitant who is subject to the reporting requirements of Section B because he or she earned income while collecting disability benefits shall:

   1. (1) Check the appropriate boxes;
   2. (2) Attach the required federal income tax return with schedules;
   3. (3) Send the GO-2 form to the annuitant’s former employer;
   4. (4) Check the appropriate box to indicate whether or not the member is required to file a federal income tax return;
   5. (5) List the annuitant’s telephone number;
   6. (6) Enter the date of completion;
   7. (7) Sign the form;
   8. (8) Include the employer’s GO-2 form; and
   9. (9) Return both the GO-1 and GO-2 forms to the system.

3. (c) The former employer of each disability annuitant shall complete and return to the annuitant a GO-2 form by providing the following:

   1. (1) The annuitant’s position title at the time of retirement;
   2. (2) The requested salary and payroll information;
   3. (3) The date of completion;
   4. (4) The employer’s telephone number; and
   5. (5) The name, title and signature of the certifying authority.
4. (d) The former employer shall return the GO-2 form to the annuitant within 5 working days of its receipt.

Source. #7574, eff 10-10-01, EXPIRED: 10-10-09 New. #9563, eff 10-14-09, EXPIRED: 10-14-17