Get 1099-r Correction Request Form - Um Infopoint - Uminfopoint Umsystem

Filling out the 1099-R Correction Request Form is essential for correcting any inaccuracies in your tax information. This guide provides clear, step-by-step instructions to assist you in completing the form online accurately and efficiently.

Follow the steps to complete the 1099-R Correction Request Form.

1. Press the ‘Get Form’ button to access and open the 1099-R Correction Request Form in your document editor.
2. In the 'Name on 1099-R' field, enter your full name as it appears on the original 1099-R form.
3. Input your Social Security Number or Employee ID in the 'SSN/Emplid' section to identify your records.
4. Specify the reason for the correction in the 'REASON (and necessary adjustments) for 1099R correction' section, detailing any changes that need to be made.
5. If your address for sending the corrected 1099-R differs from the original, fill in the 'Address to send 1099-R correction to' section, including Street, City, State, and Zip Code.
6. Provide your name and contact number in the 'Requestor's Name/Contact #' section for follow-up communication.
7. Fill in the 'Date Prepared' field with the date you are completing this correction request.
8. Leave the 'Date Received in Central Payroll' and 'Date of Correction' sections blank; they will be filled out by the payroll department upon processing.
9. Review all entries carefully to ensure accuracy, then choose to save your changes, download a copy, print the form, or share it as necessary.

Complete your 1099-R Correction Request Form online today to ensure your tax information is accurate.