Benefit Recipients: How to Choose Electronic Tax Forms

a screenshot from Web member Services showing the Communications preferences screen and the option to select "Electronic Tax Documents"

Tax time is easier when everything you need is right at your fingertips. That’s why PSRS/PEERS provides electronic delivery for your IRS Form 1099-R each January.

Now, you can choose to receive your tax form exclusively online. Please take a moment now to switch to electronic delivery for your 1099-R. It’s the fastest, most convenient way to receive your tax form each January. Going electronic gives you:

  • Fast access: You’ll receive an email as soon as your 1099-R becomes available in Web Member Services (WMS) — no waiting for mail.
  • All your forms in one place: View, download, and print up to five years of tax forms anytime in WMS.
  • Secure and reliable storage: Your documents stay protected behind your secure WMS login.
  • Less paper, less clutter: No mailed copy unless you request one.
  • Supports modernization: Electronic delivery helps us focus resources where they matter most.

Make the switch in just a few steps:

  1. Log in to Web Member Services at https://wms.psrs-peers.org.
  2. You will be prompted to Change Communication Preferences.
  3. On the pop-up, select “Yes” for Electronic Tax Documents.
  4. Save your changes — that’s it.

Each year, we'll email you as soon as your 1099-R is ready to view online.

Haven’t registered for Web Member Services?

If you do not have a Web Member Services account, your first step is to Register Now on PSRS/PEERS Web Member Services. Once logged in, you will be able to manage your communication preferences, including saying “Yes” to electronic tax documents.