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announcement regarding pension irs form 1099-r

IRS Form 1099-R’s were mailed out at the end of January to all Pensioners and Survivors.  If you have not received yours, please call (415) 673-8500 or (888) 372-4598 or email the Pension Department at (pension@benefitplans.org) to request a duplicate. 
 
Pensioners and Survivors may have received 1099-R forms where Box 12 thru Box 19 have been misnumbered. However, the box descriptions and the amount showing beneath each description is correct.
 
For example, your 1099-R may incorrectly show “State Tax Withheld” as box 12 on the
1099-R form.  The correct box number for “State Tax Withheld” is box 14. Please note that the dollar amount in the “State Tax Withheld” box is correct.
 
Corrected forms are being mailed to the affected individuals.  This updated form will have the “CORRECTED” box at the top marked with an “X”.
 
For those who moved out of or into the State of California during 2021 you may have received two 1099-R’s; you will now receive one 1099-R with all the information combined.
​

ATTENTION NOTICE: FOR THE LIST OF NON-ESSENTIAL DRUGS WHICH REQUIRE PRIOR AUTHORIZATION CLICK THE BELOW LINK.

List of drugs that require prior authorization, effective February 15, 2022.

Announcements

Please see these Kaiser announcements about getting a flu shot in Northern California and in Southern California.
Please follow this link for direct deposit of your monthly Pension benefit.
Please see this COVID-19 announcement from Delta Dental.
Please see this announcement from Kaiser regarding consolidation of services, updated April 13, 2020.
Please see this announcement from Medicare regarding fraud prevention.
Please see this announcement from OptumRx regarding home delivery service.
Please see this announcement from Kaiser regarding COVID-19 diagnostic testing for essential workers.
Please see this announcement from Kaiser regarding Hawaii Pre-travel COVID-19 Testing Program.

MEMOS TO PORTs

Below are the latest Memos to Ports. For older Memos, please check our archive.
May 16, 2022
ANNUAL DENTAL PLAN CHOICE

May 12, 2022
ANNUAL HEALTH PLAN CHOICE FOR WA

May 12, 2022
ANNUAL HEALTH PLAN CHOICE FOR CA AND OR

April 18, 2022
Coastwise Indemnity Plan – Basic Benefits - Schedule of Allowances Effective April 1, 2022

Member Resources

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    • Change of address, add/delete dependents, and other forms are available here.  

  • Find a provider by following the links on this page.

  • Before choosing a doctor, be sure to check the terminated providers list. Services performed by a terminated provider will not be reimbursed by the Welfare Plan.

  • Our search the site feature is a quick way to help you find the information you need. You can also check the Site Map for a list of all our pages. ​

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Copyright © 2017
  • Home
  • General Information
    • About Us
    • Contact Us
    • FAQ
    • Forms
    • MTP Archive
    • Site Map
  • Welfare
    • About Your Welfare Benefits >
      • Alcohol and Drug Recovery
      • Chiropractic Plans
      • Dental Benefits
      • Medicare Information
      • Prescription Drug
    • CIP Appeals – Full and Fair Review and Arbitration
    • Find a Provider
    • Terminated Providers
    • Welfare Plan Literature
  • Pension
    • About Your Pension Benefits
    • Direct Deposit
    • Pension Plan Literature
    • Retirement Instructions