2018 Duplicate 1099-R Forms and Tax Inquiry Services Now Available from Northern Trust

The Pension Boards is pleased to offer you additional tax inquiry services from our paying bank, Northern Trust.

BENEFIT PAYMENT PARTICIPANT WEB PASSPORT® is a secure portlet that provides immediate and secure access to your benefit payment tax forms.

BENEFITS INCLUDE:
  • Access to historical 1099-R tax statements;
  • Ability to download or print duplicate 1099-R tax statements.
ENROLL TODAY:
  • Enroll today to begin using Northern Trust Benefit Payment Participant Web Passport®.
  • Click here northerntrust.com/bppweb and follow the prompt to register (you will see the link to register on the bottom right-hand of the screen). 
  • To complete the enrollment process and ensure your personal information is secure, you will be asked to provide the following information
    • Full Name as it appears on your statement, check or advice
    • Zip Code where your Benefit Payment information is mailed 
    • Social Security Number (for security purposes only) 
    • Payable Date of your most recent payment*
    • Net Amount of your most recent payment*

*You may need to provide your next pay cycle information if attempting to enroll within the last 1-2 weeks of the calendar month.

NORTHERN TRUST CUSTOMER SERVICE

Do you have questions regarding your 1099-R tax statements? Northern Trust Customer Service agents are available to assist you with your inquiries. Please call Northern Trust at 866-252-5395.

For assistance specifically related to enrollment and password resets for the Benefit Payment Participant Web Passport®, call Northern Trust at 888.259.6835.