Retirement statements

0

Q. Where do I view, how do I receive, who do I contact to view a pay stub for my monthly retirement check, which shows the amount deducted for insurance and taxes, the amount deposited, etc.?

A. To the best of my knowledge, the only statements a retiree receives are the 1099-R, Statement of Annuity Paid, and the RI 20-53, Notice of Annuity Adjustment. The former is sent in January and summarizes what was paid and deducted for the previous year. The latter does the same when there’s been a change in the amount of your annuity or when you’ve requested an adjustment to your deductions.

Share.

About Author

Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to fedexperts@federaltimes.com.

Leave A Reply