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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.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/tax-form-request/301805/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/tax-form-request/301805.png","ImageObject",442,249,{"name":88,"@type":89},"Quinn Holloway","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How can retirees request their 1099-R tax forms?","Question",{"text":108,"@type":109},"Retirees must complete the Tax Form Request form and submit it to the office via fax, email, or mail.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information must a retiree provide on the form?",{"text":113,"@type":109},"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.",{"name":115,"@type":106,"acceptedAnswer":116},"What delivery methods are available for the requested tax forms?",{"text":117,"@type":109},"Retirees can choose to receive their tax forms via mail, email, or fax.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301805,1790198482,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},2336474466712,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Tax Form Request  \nI am a retiree in the Christian Brothers Employee Retirement Plan. With this form, I am requesting that you provide me with a copy of my 1099-R tax form. Please complete and return this form to our office for processing.  \nRetiree Name: Address:  \n(new address)  \nPhone:  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n\nTax Year(s) Requested:    \nI request that you return the tax form using one of the following methods:  \n Mail  Email  Fax  \nPlease provide email address or fax number:    \nSignature:      \n(electronic signature is accepted) (Last 4 of SSN)  \nSubmit your request to our office using one of the following methods:  \nFax: 630.378.2507  \nEmail: [rpscustomerservice@cbservices.org](rpscustomerservice@cbservices.org)  \nMail: CBERP  \n1205 Windham Parkway  \nRomeoville IL 60446-1679","cbCaih4MIPbQBDOP","https://ap.wps.com/l/cbCaih4MIPbQBDOP","pdf",136662,"English","# Retiree Information Request\n## Tax Year Specification\n## Delivery and Submission Methods","[{\"question\":\"How can retirees request their 1099-R tax forms?\",\"answer\":\"Retirees must complete the Tax Form Request form and submit it to the office via fax, email, or mail.\"},{\"question\":\"What information must a retiree provide on the form?\",\"answer\":\"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.\"},{\"question\":\"What delivery methods are available for the requested tax forms?\",\"answer\":\"Retirees can choose to receive their tax forms via mail, email, or fax.\"}]","Tax Form Request | PDF",1789785539]