In compliance with current tax law, the Retirement System
mails 1099-R Forms to retired members at the end of January every year for tax filing. The 1099-R Form includes SFERS benefits paid during the month of December of prior year through November 30 of the tax year being reported.
If the 1099-R Form is not received by the end of January, a member can contact the Retirement System by phone at 415-487-7000, or in writing at: 30 Van Ness Avenue, Suite 3000, San Francisco, CA 94102 to request a duplicate form.
