OPM Delivery Method for 1099-R Forms 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. 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 that are not on the internet:
NARFE’s Tony Opat goes into detail to help federal annuitants who have experienced chronic delays in receiving their 2025 1099-R forms from the Office of Personnel Management (OPM) file for tax season:
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