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Retiree
Payroll handles monthly benefits distribution for the legacy DB Plan
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
Employee
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
Employer
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
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Home > Resources > FAQs > Will my RA/Lump Sum be reported on a 1099R?

Will my RA/Lump Sum be reported on a 1099R?

Funds sent directly to you will be reported on the same 1099R as your basic gross retirement benefits.

Funds rolled over will be reported on a separate 1099R that will indicate (in box 7 with the letter “G”) that the funds were rolled over.

Both scenario RA/Lump Sum payments (i.e. taxable and tax-deferred) are reported to the IRS.