Tax Information For Pension Retirees: Your 2022 IRS Form 1099-R is now available online!

You can view, download and print this form by going to the “Tax Documents” section under the Correspondence tab, located behind your secure login. Click below to get started:

To access your online form:

1. Click the “Log Into Your Account” button above

2. On the menu to your left, click on the Correspondence tab

3. You can find the form under the Tax Documents section

To request a paper copy be mailed to you:

1. Click the “Log Into Your Account” button above

2. On the menu to your left, click on the Correspondence tab

3. Under the Secure Messaging section, click the small envelope icon labeled “Create”

4. Select the topic Pension

5. In the message itself type “Mail 2022 1099-R Form”

6. Click Submit.  A secure message will be sent to the TFO

7. 1099 form will be mailed to your address on file 

8. Please allow 5-10 business days for mailing

(Please verify the Trust Fund Office has your correct mailing address by going to the “My Info” tab and reviewing the information in the “Address” box.)

You can also contact the Trust Fund Office:

Email:  TFOdocuments@ufcwtrust.com

Phone: (800) 552-2400