Tax Form for 2022 Withdrawals, Distributions and Rollovers

If you made a withdrawal, distribution or rollover from your account during 2023, we are required to provide a tax form (i.e., Form 1099 or W-2) to you by January 31, 2024. If you made such a transaction before your plan was moved to our new recordkeeping system, and you are consented for our eDocuments program, we will provide your tax form to you by email using the email address we had on file for you before your plan was moved. If such a transaction was made after your plan was moved to our new recordkeeping system, we will mail your tax form to the mailing address we have on file for you. To access your tax forms, click here.

We will not be able to provide duplicate copies of your tax form until after February 22, 2024. We will issue any corrected tax form in March 2024 to replace any 2023 tax form released on or before January 31, 2024, that requires an adjustment or a correction.