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Simplify Your Life: Switch to Paperless Tax Forms

Go paperless by December 31 to get your 1099-R by early January.

Want to make tax time easier? Get your 1099-R or W-2 paper tax statement online.

Opt out of receiving paper tax statements by December 31, 2021, through your myCalPERS account. We will email you in early January when your tax statements are ready.

If you don’t opt out, you will still receive your tax statements in the mail.

The process to switch is easy. Just follow these steps:

  • Log in to your myCalPERS account and select Active Members & Retirees.
  • Then from the My Account drop-down menu, select Mailing Preferences.
  • Scroll down to your Tax Statements and select Online.
  • Then click Save.

Don’t Have a myCalPERS Account?

Go to myCalPERS to get started. myCalPERS lets you access real-time details about your CalPERS account.

You can also call the CalPERS Customer Contact Center at 888 CalPERS (or 888-225-7377) for assistance to set up your account.