Tax season is upon us, and you can begin safely accessing your 2021 tax statements.
Your 1099-R statements are available for viewing and downloading from your UC Retirement At Your Service (UCRAYS) account. Go to “Benefit Payments & Taxes” and click “Tax Statements.” If you have not yet set up your UCRAYS account, instructions for doing so can he found here.
New security features are being added in February: When you view your tax statement(s), you will be sent an email to confirm it was a valid request and you will be required to verify your identity by entering a one-time code sent to you via text or email.
Printed 1099-R forms will be mailed by Jan. 31, 2022, to the address you have on file. UC sends you a printed form unless you request an electronic version.
Retirees who need to access a W-2 statement can do so by visitingUCPath and selecting Former Employee. Once logged in, click on Employee Actions > Income and Taxes > View Online W-2. If you have not yet set up your Former Employee UCPath account, instructions for doing so can be found here
Important security reminder: UC does not send any tax documents by email or text. If you receive an email or text with a link or an attachment for viewing your tax documents, it is a phishing scam designed to gain your private information. Do not open attachments or click email links that claim to provide access to your tax documents.