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1099-R coming in the mail

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Sue Lukas

If you took a reportable distribution from your WEA TSA Trust 403(b) and/or WEAC IRA account(s) during 2017, we will send a 1099-R to the address on file on or before January 31, 2018. You will receive your 1099-R from our custodian, Mid Atlantic Trust Company.

While you're getting ready for tax time, check the beneficiaries for your 403(b) and/or IRA with Member Benefits. Beneficiaries on your retirement account supersede what you may have in your will, so it’s good to be in the habit of making sure they’re current as your life circumstances change. You can review beneficiaries when you receive your statement. 

Learn more about our new statements.

Sue Lukas, RIS Specialist