Information About Your 1099-R

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 each PERA benefit recipient by January 31.

Payments Reflect Benefit Amounts Paid in 2011 Tax Year

The 2011 1099-R reflects PERA benefit payments issued from January 1, 2011, through December 31, 2011.

1099-R Information Available Online

All benefit recipients under both the PERA and Denver Public Schools (DPS) benefit structures can view and print 1099-R information from the PERA Web site by using a PERA PIN/User ID and password. By logging in to your Colorado PERA account, you may access and print 1099-R information from 2003 through 2011. (The 1099-R option is available under the "Inquiry" drop-down menu.)

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.

Understanding Your 1099-R
This fact sheet explains information that may be printed on a 1099-R for a benefit recipient under the PERA and DPS benefit structures. If you refunded your PERA account and have questions about your 1099-R, please call the PERA Customer Service Center at 1-800-759-7372 or 303-832-9550.

Instructions for Recipient
The IRS instructions appear on the reverse side of the 1099-R. To increase the font size while viewing this document, click the magnifying glass icon with a plus sign then click on the opened PDF document. (Use the scroll bars located at the bottom and side of your screen to move the document within the screen.) To print this document with enlarged fonts, select "Fit to Printer Margins" from the drop-down menu next to "Page Scaling" in the Print window.

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 or 303-832-9550. 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 2003 through 2011 by logging in to the secured pages of the PERA Web site with your PERA PIN/User ID and password.

Refund 1099-R
You may request a duplicate refund 1099-R by calling PERA's Customer Service Center at 1-800-759-7372 or 303-832-9550. Duplicates are printed on Mondays and Wednesdays and mailed on Tuesdays and Thursdays.

PERAPlus 401(k)/457 Plans and PERA DC Plan
Call 1-800-759-7372 and select the PERAPlus/DC option.

Short-Term Disability (STD)
The Short-Term Disability (STD) 1099-R is issued by Unum for members approved for STD during the 2011 tax year. You may request a duplicate 1099-R by calling Unum at 1-800-845-2290. Members approved for STD prior to 2011 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 online by using your PERA PIN/User ID and password and logging in to your account through Member/Retiree Account Access. Once logged in to your account, click on "Update Contact Information." (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.