Links were recently activated by the IBEW allowing PBF participants and beneficiaries access to their 2014 1099-R Forms online.
Participants can access these forms as follows:
1. www.IBEW.org/links via the link "2014 1099-R for IBEW PBF
2. www.IBEW.org via Menu at the upper left corner and then by selecting
the Resources and Links page or the Pension & Reciprocity page
Once the participant selects the "2014 1099-R for IBEW PBF" link through one of the above methods, they must then enter their first and last name as well as the last four digits of their Social Security Number in order to access the form. If the 1099-R Form is issued for a Trust, An Estate, or an Organization, the name of the enity as well as the last four digits of the Employer Identification Number (EIN) must be entered in order to access the form. For Example: An estate names Estate of John Doe with an EIN of 98-7654321, would be entered as John Doe and 4321.
IBEW Local Unions can also acess the 1099-R Forms via Local Connections.