Central States Pension Fund

Get Tax Statements or Update Withholding

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Tax Forms

Tax Form 1099-R

The IRS Tax Form 1099-R is mailed to all Central States Pension Fund payees by mid-January each year. You may need this form to file your federal or state tax return. For your convenience, you can download or print a copy of your 1099-R from our secure website.

To view your 1099-R online:

  • Log in to your MyCentralStatesPension.org account.
  • In the left menu under Account Home, click the Statements.
  • Locate the desired tax form and click View.
  • Download or print for your records.

To request a mailed copy of your 1099-R:

If you haven't received your 1099-R in the mail by February 15, or you are unable to view it on the website, you can request a duplicate 1099-R be mailed to you by sending us a message through the Message Center.

  • Log in to your MyCentralStatesPension.org account.
  • In the left menu under Connect With Us, click the Message Center.
  • Click the Send a New Message button.
  • Select the new message topic Tax Withholding / 1099 Questions.
  • Enter Duplicate 1099-R in the subject line.
  • Include your social security number, address, phone number, and tax years needed in the message.

You may also call one of our Benefits Specialists at 1-800-323-5000 to request a copy.

Have more questions?

Visit our FAQ page to find answers to your 1099-R questions.

Changing Your Tax Withholding

Since your tax situation can change from year to year, you may want to adjust the federal tax withholding amounts deducted from your monthly benefit payment. There are a few ways to change your tax withholding:

To change your federal tax withholding online:

  • Log in to your MyCentralStatesPension.org account.
  • In the left menu under Account Home, click Tax Withholding.
  • Click the Update Tax Withholding button to change your tax election.

Using the online tool, you can estimate the amount of tax deducted from your pension check before you submit your election.

To change your federal tax withholding by mail or fax: