Downloading a Form to Your Computer

Fillable forms cannot be viewed on mobile or tablet devices. Follow the steps below to download and view the form on a desktop PC or Mac.

  1. Right Click for PC or Ctrl + Click for Mac on the PDF link and click “Save link as” from the menu.
  2. Select the folder you want to save the file in and then click "Save."
  3. Navigate to the folder you saved the file in and Right Click for PC or Ctrl + Click for Mac, then select "Open With" from the menu and select Adobe Acrobat Reader DC.

    Note: Open the PDF file from your desktop or Adobe Acrobat Reader DC. Do not click on the downloaded file at the bottom of the browser since it will not open the PDF in Adobe Acrobat Reader DC. It will try to open the file in the browser that results in the same browser error message.

    If still having trouble viewing or downloading a form, click here.

Effective Date: 10/2002


PDF: 1026-TSI.pdf



Updated: 10/2002


To request information from the Railroad Retirement Board regarding the amount of an applicant/recipient's benefits.


Number of Copies

The worker completes an original and one copy of Form 1026-TSI.


The worker sends the original to the Railroad Retirement Board and keeps the duplicate in the case record. Attach Form 0003, Authorization to Furnish Information, (signed by the applicant, recipient, or responsible person) to the original. If the worker does not know the regional office address, he sends the original to Railroad Retirement Board, 844 Rush Street, Chicago, Illinois 60611.

Form Retention

Retain copy in case record until completed original form is received. Original Form 1026-TSI is kept in the case record for three years after the recipient's eligibility is denied.

Detailed Instructions

To — Enter the address of the regional office of the Railroad Retirement Board.

From — Enter the worker's name and local office mailing address.

Applicant/Recipient Information — Enter the retiree's name, address, payee name if different, Railroad Retirement Claim number and Social Security number.

Tax Sensitive Information — If the request is based on information obtained on an RG-101, check the "Yes" box. Do not include a copy of the RG-101 with the request. If the request is not based on information obtained on an RG-101, check the "No" box.

The worker signs on Page 1, and enters the date and local office telephone number. The worker enters the "Return Form To:" information on Page 2. A Railroad Retirement Board representative completes all other items on Page 2.