Many government and private agencies are switching to paperless this year. Instead of mailing statements, they expect retirees to log into their website and obtain the information from the website. A...
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Many government and private agencies are switching to paperless this year. Instead of mailing statements, they expect retirees to log into their website and obtain the information from the website. As a result, here is information you may use to access your 1099 R information.
OPM has a tool that lets you request a download link for your 1099-R—no password or full account needed.
Go to: servicesonline.opm.gov/1099-request
What you need: Your CSA/CSF Claim Number and your ZIP code.
You enter your info, and they will email you a secure link to download and print the form.
If you cannot access a computer or the online tool isn't working, you can call OPM’s Retirement Services.at Phone: 1-888-767-6738, Monday – Friday, 7:40 a.m. to 5:00 p.m. ET. You may experience long wait times if you call. you may need your CSA/CSF Claim Number. Your claim number starts with CSA or CSF followed by 7 digits. You can find it on your retirement card, your initial welcome letter, or any previous annuity statements.
You can mail in a request to have your 1099 R sent to you but this could be a tedious process, especially if you don't receive your 1099R by April 15. The address is:
U.S. Office of Personnel Management Retirement Operations Center
Post Office Box 45
Boyers, PA 16017
Include these details in your letter so they can locate your file and send the form to the right address.
Your Full Name (as it appears on your retirement records).
Your CSA or CSF Claim Number (this is vital).
Your Date of Birth.
Your Current Mailing Address (if it has changed recently, clearly state that this is a new address).
Your Phone Number (in case they have questions).
Your Signature.
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