FASCore Documentation - Functional Process: Tax Forms - Procedure: Request Duplicate 1099/W2 Tax Forms

Sep 19, 2026

This document describes a functional process for requesting duplicate U.S. tax forms (1099 or W2). It explains who can submit the request—participants via Client Services, or Plan Sponsors and MetLife Account Executives via Plan Support—and what information must be provided, including plan details, participant name and SSN, tax year, and address. It also details request types, ticket handling for FINTAX, and service standards for fax and mailing timeframes.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

Overview

Procedure

Request intake and required information

Ticketing, corrections, and mailing timelines

Service standards (fax vs. regular mail)

FAQs

Who can request a duplicate 1099 or W2 form?

A participant can call Client Services. A Plan Sponsor or MetLife Account Executive can call Plan Support.

What information is required when requesting a duplicate 1099/W2?

The representative needs plan name and number, participant name and SSN, tax year, and address.

How long does it take to receive the duplicate form?

For fax, service is same day. For regular mail, the form is mailed within 2–3 business days for available years; otherwise, duplicate forms are mailed within 5 business days after ticket handling.

Sep 19, 2026

Upload by Well Done