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.
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.