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1099-R tax form available online starting Jan. 25

December 22, 2020

Looking for your 1099-R form for tax purposes? Beginning Jan. 25, you can access it by signing in to your retirement account (drs.wa.gov/oaa) and then selecting the 1099R link from the main menu. From there, you can view it or print a copy. If you have not received your DRS 1099-R by the week of Feb. 8, contact us.

If you are a DCP, Plan 3 or JRA investment account customer, you may receive two or more 1099-R forms. You should receive a hard copy of your 1099-R form from the record keeper in early February. It will also be available in your online DCP, Plan 3 or JRA account through drs.wa.gov/login. To contact the record keeper about your investment account 1099-R forms, visit the record keeper information page.

See more about 1099-R forms.

Updating Your Address and/or Name

Retirees, inactive members, beneficiaries and legal-order payees: You can update your address from your online retirement account. Just select “Address” from the welcome screen. If you need to update your name, fill out and send in a printed form as well as a copy of documentation showing the change.

Active members: Update your name and/or address through your employer. That new information will soon appear in your online retirement account.

Direct Deposit

Set up and manage direct deposit of your benefit payments from your online retirement account. Just follow the “Direct Deposit” directions under “My Account” in the navigation menu.

(If you prefer to fill out and mail in a printed form, select this link.)

Beneficiary Designation

Members, you can update your beneficiary information from your online retirement account. Select “My Account” in the navigation menu and then “View/Edit” beside “Beneficiary.”

(If you prefer to fill out and mail in a printed form, select this link.)