Form 1099-R: Retiree Distributions

Form 1099-R: Retiree Distributions

February 26, 2014

Purpose

Form 1099-R is for annuitants (retirees) and others who receive a distribution from UCRP, the DC Plan or 403(b) Plan. Annuitants who receive benefits under the 415(m) Restoration Plan may also receive a Form W-2.

Questions?

Contact Human Resources and Benefits at (800) 888-8267, ext. 70651.