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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 email@example.com 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!
Wednesday, December 21, 2011
Use Services Online to view your monthly annuity statement. This statement shows your current annuity payment, including the gross amount, up to 35 possible deductions or additions, and the net amount.
The online statement reflects changes you made through the previous business day, unless the changes were made after the date for updating the monthly payment. Any changes you made after that date will be reflected in the statement for the next month's payment, when the change would be effective. Please refer to our payment schedule for information on the dates by which changes must be made in each month's payment.
Your statement will also show required payment adjustments we make such as cost-of-living adjustments, health benefit premium changes, Federal income tax withholding table changes, and life insurance premium changes.
Use Services Online to sign up for direct deposit, or to change the account or bank where your payment is sent. You will need your claim number and Personal Identification Number (PIN) to use the self-service website. You will be asked whether your account is a savings or checking account and to provide your account number and the routing number for your financial institution (found next to your account number on the bottom of your check). You should contact your financial institution for assistance in getting the routing number if you are not sure. When you make a change, we will mail you confirmation of the change.
You can also call us or write us to sign up for direct deposit or change your account or bank. If you write, your letter should include your claim number. You can also use this form to sign up for direct deposit. Or, you can submit a Standard Form 1199A, "Direct Deposit Sign Up Form," which is available at your bank.
When you change the account you use for direct deposit, keep the old account open until a payment is posted to the new account. This will prevent having the payment returned if there is a problem with the new account.
Use Services Online to:
You can also call our toll-free number 1 (888) 767-6738 , for these and many of your voluntary withholdings. When using our self-service systems, you need your claim number, Personal Identification Number (PIN), and social security number. If you do not have a PIN, call us.
If you do not have a touchtone telephone, you can speak to a Customer Service Specialist.
Generally, in the middle of month, we authorize payments that are due for the first business day of the following month. Therefore, if you want your change to be reflected in your next payment, you should submit your request as early in the month as possible. See our payment schedule for the last date you can change your next monthly payment.
You can voluntarily withhold Federal and State income taxes, checking and savings allotments, or allotments to other participating organizations.
Federal Income Tax: Generally, unless you specify a monthly withholding rate or amount, we withhold Federal income tax as if you are married and claiming three allowances. Use Services Online to start, change, or stop the Federal tax withheld from your annuity payment or specify the dollar amount withheld.
You can also call us or write us to change your withholding amount. If you write, your letter should include your claim number and the monthly amount in dollars you want withheld. If you write, we will send you a Form W-4P-A, "Election of Federal Income Tax Withholding," and instructions for making the change. The change in your withholdings will be made after we receive your Form W-4P-A.
You may change the amount withheld whenever you think it is necessary.
Please note that you may be penalized by the Internal Revenue Service (IRS) if you do not have at least 90 percent of your yearly tax liability either withheld from your salary or annuity or made via quarterly payments to the IRS.
If you need more information or assistance in determining whether or not you are having the right amount of Federal income tax withheld, see the Internal Revenue Service website at http://www.irs.gov.
State Income Tax: You must specify the dollar amount of State tax you want withheld from your monthly payments. The withholding must be in whole dollars. The minimum amount we can withhold for State income tax is $5. Use Services Online to start, change, or stop the State tax withheld from your annuity payment.
You can also call us or write us to change your withholding amount. If you write, your letter should include your claim number and the monthly amount in dollars you want withheld.
If you do not know the monthly amount you want withheld, contact your State tax office for information or assistance.
Check our list of State tax offices for information about participating States.
If your State does not participate, please contact the State tax office for information or assistance.
As of April 1, 2009, The Office of Personnel Management is no longer withholding for the purchase of savings bonds. Please contact your bank or other financial institution or the Department of the Treasury to purchase these bonds. For further information on Savings Bonds visit the Treasury Direct website or call 1 (800) 4US-BOND.
Allotments to Organizations: You can start, change, or stop an allotment to participating organizations. Participating organizations include:
If the organization for which you wish to make an allotment is not listed above, you should contact them and ask them to provide us with the banking information needed to forward payments. The organization can contact us by email at firstname.lastname@example.org.
Use Services Online or call our toll-free number to make one-time or recurring membership payments to organizations.
Checking and Savings Allotments: Checking and savings allotments are voluntary deductions for allotments sent by direct deposit to a checking or savings account in your name. You may have up to two allotments. The accounts must be maintained at a domestic financial institution. This does not include charities, savings bonds, garnishments or other court orders, union or other organizational dues. You must maintain at least $100 net annuity payment. The allotment must be for a minimum of $50.
Use Services Online to start, change, or stop an allotment or call our toll-free number to establish a checking or savings allotment.
There are many reasons for changing your health benefits enrollment. If you are changing your coverage because of one of the reasons listed below, we can make the change based on your telephone call. When calling you must have your claim number and social security number, as well as the enrollment number and name for your new plan. Changes we can make by phone include:
You should contact us within the period beginning 31 days before up to 60 days after the date of the event.
You may change the plan in which you are enrolled or from high to low option coverage during the annual Open Season for electing coverage.
If you need assistance with your health benefits enrollment, call 1 (888) 767-6738 , to change your enrollment or if you need to speak with a Customer Service Specialist. Or, see our web pages at http://www.opm.gov/insure/health/index.asp to obtain information about health insurance benefits online.
If you are eligible for TRICARE or TRICARE-For-Life benefits, you may suspend your FEHB coverage and premium payments. You are able to reenroll in the FEHB Program during the Open Season, or immediately if you are involuntarily disenrolled from the TRICARE program. Select this link to find answers to frequently asked questions on this topic.
If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax-free portion of your annuity:
OPM CAN NOT provide tax advice. Please contact the Internal Revenue Service toll free at 1-800-829-1040 to speak with an agent who will provide free tax advice.
We keep a separate mailing address to periodically send you information about your retirement and health and life insurance benefits. You can see the current record of your mailing address on Services Online. Please notify us if this address changes.
(If you do not receive your payments through direct deposit, we ordinarily use the same address for mailings and payments.)
This list shows the possible withholdings from or adjustments to your CSRS or FERS annuity payment. The list provides a description of the withholdings or adjustments and the code that is used for listing them on your annuity adjustment notice.
However, it does not include the enrollment codes for plans under the Federal Employees Health Benefits (FEHB) program. See our web pages at http://www.opm.gov/insure/health/index.asp to obtain information about health insurance benefits online.
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