What Annuitants Can Expect in the Year-End Mail from DFAS



For annuitants who still request postal mail from us, each January we mail your 1099- R, which is the Internal Revenue Service (IRS) form for reporting retirement or annuity distributions, along with a special print edition of the DFAS Retiree Newsletter with important news for the coming year.

We also send a Cost of Living Adjustment (COLA) change Annuitant Account Statement (AAS), which shows the change in your gross and net annuity payment that occurs when there is a Cost of Living Adjustment (COLA) to your annuity.

It’s important to note that the Statement Effective Date on the COLA change AAS is the first of December, so the Year-to-Date Summary figures are only for 11 months (they do not include your December payment). Therefore, the Year-to-Date Summary figures on this AAS will not match the figures on your 1099-R.

If you have opted to receive electronic mail, you will not receive this mailing. Your 1099-R and COLA change AAS are conveniently available to print or download from myPay.
 


 
Page updated: Dec 9, 2021