Retirement statements

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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.

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

2 Comments

    • It usually arrives within a few weeks after the start of a new year. How the latest waive of COVID infections will affect that schedule is unknown.

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