Wednesday, January 16, 2013

Information for Federal Retirees

Here is some information from NARFE concerning electronic requirements for 1099R forms.

Many have voiced concern about the message on the back of their annual COLA notice received in late December from OPM that said future form 1099Rs would only be available electronically.
OPM has since informed NARFE they will provide instructions this year to annuitants on how they can “opt-in” to receive their 1099Rs electronically, indicating to us that if an annuitant doesn’t “opt-in  for electronic receipt, then their 1099Rs will be mailed as they have been in the past.
OPM added it will continue to work with all annuitants to ensure they get the information they desire in the format they find useful to the maximum extent possible. OPM will provide annuitants and survivors with additional information on this matter throughout the year. And as always, NARFE will provide up to date information throughout the year on this matter.
David Snell, Director
Federal Benefits Services Department

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