OPM Delivery Method for 1099-R Form Changes

The Office of Personnel Management (OPM) has updated its delivery policy for the 1099-R form. Annuitants who have provided an email address will receive their 1099-R forms electronically, unless they opt to receive them by mail through their OPM online account. Individuals without internet or computer access should contact OPM’s Retirement Services to request a mailed copy of their 1099-R forms. Annuitants can change their delivery preference by visiting their Retirement Services Online Account or by calling the Retirement Services hotline at 1-888-767-6738 to request a mailed copy.

Forms 1099R forms will be mailed out to people who do not have an email address with OPM.org.

There are two ways to obtain your 1099R via OPM.gov

1. Go to Services.online.opm.gov on your computer:

At the top of the page select 1099-R request or use this link”

You will need the following information to complete the request

• Claim Number (On the card you received when you retired).
• Your Zip Code
• Email address

2. To download your 1099-R online, you need to have or set up a login with LOGIN.GOV

Go to services.online.opm.gov

The login to LIVE.GOV (if you have a login)