The New York Stock Exchange will be closed on Monday, February 16th in observance of Presidents Day. Transaction requests received after 4 PM ET on Friday, February 13th will be processed on Tuesday, February 17th.
1099-R tax forms cannot be found in your online account. They will be postmarked by 02/02/2026. If you have not received your 1099-R by 02/12/2026 please reach out to our Retirement Service Team for assistance. The New York Stock Exchange will be closed on Monday, February 16th in observance of Presidents Day. Transaction requests received after 4 PM ET on Friday, February 13th will be processed on Tuesday, February 17th.