1099-Rs

Each year, Colorado PERA provides benefit recipients with personalized year-end tax information. This information is provided on IRS Form 1099-R, which is mailed to all PERA benefit recipients by January 31.

Payments Included on 1099-R

The 1099-R for 2016 reflects PERA benefit payments issued from January 1, 2016, through December 31, 2016.

1099-R Information Available Online

All benefit recipients can view and print 1099-R information from the PERA website by using a User ID and password. By logging in to your PERA account, you may access and print 1099-R information from 2005 through 2016.

Need a PERA PIN/User ID and Password?

PERA will mail you a PERA PIN within 7-10 business days after your request. When you receive your PERA PIN, you can use it to create a User ID and password.

Requesting a Duplicate 1099-R

Service or Disability Retiree/Survivor Benefit Recipient
You may request a duplicate 1099-R by calling PERA's Customer Service Center at 1-800-759-7372. Duplicates are printed overnight and mailed daily from February 1 through April 15. You may also view and print your 1099-R for calendar years 2005 through 2016 by logging in to your account.

Refund 1099-R
You may request a duplicate refund 1099-R by calling PERA's Customer Service Center at 1-800-759-7372. Duplicates are printed on Mondays and Wednesdays and mailed on Tuesdays and Thursdays.

Short-Term Disability (STD)
The Short-Term Disability (STD) 1099-R is issued by Unum for members approved for STD during the 2016 tax year. You may request a duplicate 1099-R by calling Unum at 1-800-845-2290. Members approved for STD prior to 2012 should call Standard Insurance at 1-800-368-1135 to request a duplicate 1099-R.

Change of Address/Incorrect Address

Your 1099-R is still valid even if your address on the form is incorrect. Please notify PERA of any address change using one of the following methods:

  • Change your address by logging in to your account. (If a PERA benefit check is mailed to your address, you must submit your address change in writing and include your signature.)
  • Submit your change of address information by mailing or faxing it to PERA, or calling the PERA Customer Service Center at 1-800-759-7372.
Understanding Your 1099-R

Understanding Your 1099-R