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Form 1099-R

The IRS requires Form 1099-R to be posted or mailed out by January 31. Please allow up to 10 business days for yours to reach you. If you have questions, review our frequently asked questions

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TTY 1-800-848-0833

Monday-Friday 5 a.m. – 8 p.m. PT
To speak with a Solutions Center Representative say "representative", or press 0.

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Don’t include personal information such as Social Security number. We will typically respond in one business day.

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Meet your Retirement Specialists

Attend a webinar, or schedule an appointment with a rep for general questions, or a PRC for Retirement Planning.

You can schedule an on-site or virtual appointment with one of our Retirement Specialists at our Sacramento Walk-In Center, located at 1810 16th Street, Room 108, Sacramento, CA 95811.

Hours: 8 a.m. — 5 p.m. (PT) Monday through Friday (excluding state holidays).

Frequently asked questions

Here are some questions and answers that may help you find what you are looking for.

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