OPM Delivery Method for 1099-R Forms Changes
The Office of Personnel Management (OPM) has updated its delivery policy for Form 1099-R. 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. Annuitants can also download a copy of their 1099-R here (no login required).
The NARFE Federal Benefits Institute created these one-page instructions you may print and share with NARFE members who are not on the internet:
Requesting Your 1099-R By Email
Requesting Your 1099-R By USPS


