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1099-R tax form available online Jan. 23

January 3, 2020

Looking for your 1099-R form for tax purposes? Beginning Jan. 23 you can access it by signing in to your retirement account and then selecting the 1099R link from the main menu. From there you can view it or print a copy. Hard copies of the form will be mailed by the end of January.

For Plan 3 and DCP members, starting Feb. 1, any additional 1099-R forms for your investment accounts will be available under “Statements and Documents” when you select your plan from your online account.

See more about 1099-R forms.

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.)