1099-R and OPM Information

During the last week of January, OPM will mail over 1.9 million 1099Rs to annuitants, survivor annuitants, heirs and assignees of deceased annuitants. Your 1099R will be mailed to your address of record as of December 9, 2011. If you have not received your 1099R by the first week of February, they may not have your current address. Sign on to Services Online, send an email at retire@opm.gov or call 1-888-767-6738 to update your mailing address.

Your 1099Rs will be available online at Services Online by January 31st.

How do I print my 1099R from Services Online?

After logging in to SOL (https://www.servicesonline.opm.gov/)

1) Select Request a Duplicate Form 1099-R.

2) You can elect to have a duplicate mailed to you or you can view/print the form.

3) At the Request for Duplicate Form 1099-R window, select View or Print (bottom of the window)

4) Select the year for which you want a 1099R and

5) Select view pdf. The 1099-R will open in a new window, as a pdf. If you want to print the 1099R, select File from the new window, scroll down and select Print.

You can print current year and two previous years 1099R at Services Online.

Note: If you don’t have a claim number and password for Services OnLine, you can email retire@opm.gov or call Retirement Information office at 1-888-767-6738 for a duplicate copy of your 1099R. You will need your CSA or CSF number (or Social Security Number) and date of birth. Make sure your mailing address is correct!

Source: opm.gov