Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 11, 2025 4:33:17 PM

what is a retirement claim number?

where do i find the retirement claim number?

0 2 474
2 Replies
Level 15
Apr 11, 2025 4:37:16 PM

Who or where is it asking for it?  If you get retirement pension or IRA distributions you get a 1099R to enter into your tax return.  

Expert Alumni
Apr 11, 2025 4:41:43 PM

A retirement claim number is an alphanumeric identifier used for retirement accounts and benefits, often referred to as a CSA (Civil Service Active) or CSF (Civil Service Final) number

 

You can find your retirement claim number on several official documents:

  1. Welcome letter: The claim number is in the top-right area of the letter, which is sent to annuitants shortly after receiving the retirement package from their former employing agency.
  2. Retirement card: The claim number is on the front of the card, included with the welcome letter.
  3. Annuity payment statements: The claim number is in the top-right area of the statement.
  4. 1099-R tax form: The claim number is in the top-center area of the form.
  5. Correspondence letters: The claim number may be located in the top-left or top-right area of the letter, or in the body of the letter. Note that claim numbers are not always included in correspondence letters to annuitants

For more detailed information, you can refer to the OPM's official guide