Retirement Benefits

Retirees: Skip the Wait — Opt Out of Paper Tax Statements

4 weeks ago

Hey, retirees — if you opt out of 1099-R or W-2 paper tax statements by December 31, we’ll notify you once your statement is ready to be viewed online.

6 Steps to an Easier Tax Time

Streamline how you get your statement in just six steps:

  1. Log in to myCalPERS.
  2. Enter Username and your Password, then select Log In
  3. Enter your Verification Code, then select Continue
  4. From the Profile dropdown menu, select Mailing Preferences.
  5. Scroll down to Tax Statements and select the “Online” Radio Button.
  6. Click Save.

That’s it! We will notify you via email when your statements are ready in early January. By going paper-free, you’ll skip the wait and the clutter.

If you don’t choose to go electronic by December 31, you will still receive your tax statements in the mail. Please ensure your CalPERS account is updated to reflect the most current and valid address for accurate delivery.

Find Out All You Can Do in myCalPERS

Remember: You can also use myCalPERS to review account details, access statements, learn more about retirement and health benefits, schedule an appointment, and send us a secure message.