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Frequently Asked Questions Retirement

Address and Withholding Changes

  • OPM realizes this may cause a hardship to suddenly stop mailing 1099R's to those individuals who do not have a computer to access their Services on-line account.  Therefore, annuitants and survivors will still be mailed their 1099R next January for the foreseeable future.  However, for those individuals who wish to receive their 1099R’s electronically using Services On Line, they will be able to “opt-in” to receive a copy of it.  This initiative is part of OPM’s process of going “paperless” in the future while still delivering services to our annuitants and survivors. OPM will be introdcuing this new process in stages over the next several years.
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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
    retire@opm.gov 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!

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  • You can use https://www.servicesonline.opm.gov .  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.

    If you forgot your PIN, you can request a new one by mail here:  : https://www.servicesonline.opm.gov/Security/requestpassword.aspx .Alternatively, you can call the Retirement Operations Center at 1-888-767-6738 and request a new PIN.  The phone lines are open from 7:30 am to 7:45 pm (Eastern Standard Time). It is a busy phone number so we encourage you to call early in the morning or after 5:00 pm when the phone lines are less busy.

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