Communication Corner | Mailing – 1099R Forms

Mailing – 1099R Forms

Product: Defined Benefit, Hybrid

Contacts: Participants

Date Sent: Mailings began on 1/23 and will be completed by 1/31

Format: Mailing

Description: 1099R forms were mailed on 1/22 to retirees with a MERS Defined Benefit (DB) Plan (including beneficiaries/alternate payees who are receiving a benefit) as well as terminated DB participants who took a refund of employee contributions in 2019.

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information's accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.