Individuals
Form 1099-R is used to report the distribution of retirement benefits from an account. If applicable, this form is sent to retirement plan participants by January 31 each year.
Security Benefit and the New York Stock Exchange will be closed in observance of Good Friday on Friday, March 29. Regular business hours will resume on Monday, April 1.
In addition, certain funds will close early on the day prior to Good Friday, Thursday, March 28. Learn more >