I need you to fax a 1099R or Statement of Monthly Benefits to someone other than myself. How do I arrange that?

Fax or mail us a release form/letter authorizing us to do so.  The form/letter must include the receiving party’s name and fax number along with the retiree’s signature and social security number.  We do not suggest using email, as your social security number could be compromised by sending it via the internet. Note that we can mail rather than fax the 1099R or Statement of Monthly Benefits to your designated person, if you prefer.