Tax Form Request

Sep 19, 2026

This document serves as an official request form for retirees enrolled in the Christian Brothers Employee Retirement Plan to obtain copies of their 1099-R tax documentation. The form requires essential retiree information, including name, address, and the last four digits of their Social Security Number. Users can specify the required tax years and select their preferred delivery method via mail, email, or fax. The document provides clear administrative contact details for submission, including a dedicated fax line, email address, and physical mailing address in Romeoville, IL. It accommodates electronic signatures to streamline the verification and processing workflow for plan members seeking historical tax data. This efficient communication tool ensures that retirees can securely and conveniently manage their tax-related document retrieval needs while maintaining accurate account records with the retirement services office.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

Retiree Information Request

Tax Year Specification

Delivery and Submission Methods

FAQs

How can retirees request their 1099-R tax forms?

Retirees must complete the Tax Form Request form and submit it to the office via fax, email, or mail.

What information must a retiree provide on the form?

The retiree must provide their name, current address, phone number, the specific tax year(s) requested, the last four digits of their SSN, and their signature.

What delivery methods are available for the requested tax forms?

Retirees can choose to receive their tax forms via mail, email, or fax.

Sep 19, 2026

Upload by Quinn Holloway