1099R Forms Mailed on January 19th

All IRS Form 1099-R's have been mailed out as of January 19, 2018, and need to be used when filing your annual federal income tax return.

This form details the benefits paid to you, the taxable amount of those benefits, and any taxes that were withheld for your use in filing your annual income tax returns. Additional information to be used for tax purposes is provided with your first retirement payment.

If you do not receive this form by February 1, 2018, please log in to your account and download the form, or contact us for assistance.