View/Print/Save Year End Forms

Transcription

1 View/Print/Save Year End Forms Introduction This guide provides the procedures for a Retiree/Annuitant/Former Spouse to view, print or save year end forms in Retired Global Pay Self Service. Before you begin Pay slips, 1099R and ACA forms will open in a NEW WINDOW. Turn off the pop-up blocker in your web browser to view them. In Internet Explorer, click on TOOLS to access the pop-up blocker options. If you are using a Mac, try downloading another browser such as Chrome or Internet Explorer. You also need to have Adobe Acrobat reader installed. Install the reader AFTER installing the browser. We will continue to mail the forms as well. Please use the contact information below if you need any other assistance: Commanding Officer (RAS) U. S. Coast Guard Pay & Personnel Center 444 SE Quincy St Topeka KS Toll Free: Commercial: Fax: PPC (RAS): ppc-dg-ras@uscg.mil Contents Topic See Page Tax Document Consent 2 View/Print/Save 1099R 4 View/Print/Save ACA Form 9

2 Tax Document Consent Introduction This guide provides the procedures for consenting to receive electronic tax documents in Retired Global Pay Self Service. Procedures Log into DA Self Service at and follow the steps below. 1 Select the View/Print My Year End Forms link from the home page menu.

3 Tax Document Consent, Continued 2 The Tax Document Consent Form will display. If you wish, check the box to indicate your consent to receive electronic forms, then click Submit. If you do NOT wish to receive electronic forms, do NOT check the box. 3 If you elected to change your consent status the Verify Identity page will open. Enter your password to confirm your election. Then click Continue. 4 Your status will update to Consent received.

4 View/Print/Save 1099R Introduction This guide provides the procedures for viewing/printing/saving a 1099R in Retired Global Pay Self Service. Procedures Log into DA Self Service at and follow the steps below. 1 Select the View/Print My Year End Forms link from the home page menu.

5 View/Print/Save 1099R, Continued 2 The Tax Document Consent Form will display. Click the View/Print 1099R link. 3 A list of available forms will display from newest to oldest. Select the link for the year of the form you want to open.

6 View/Print/Save 1099R, Continued 4 The tax form will open in a new window. Scroll down to see the form. Click on the Printer icon to print the form. 5 Select your printer, then click Print.

7 View/Print/Save 1099R, Continued 6 Click the Save icon to save the document. 7 Name the document, then click Save. 8 Close the window when you are done viewing/printing/saving the document.

8 View/Print/Save 1099R, Continued 9 Click Home to return to the main page or Sign Out to log out of Direct Access.

9 View/Print/Save ACA Form Introduction This guide provides the procedures for viewing/printing/saving an ACA form in Retired Global Pay Self Service. Procedures Log into DA Self Service at and follow the steps below. 1 Select the View/Print My Year End Forms link from the home page menu.

10 View/Print/Save ACA Form, Continued 2 The Tax Document Consent Form will display. Click the View/Print ACA Forms link. 3 A list of available forms will display from oldest to newest. Select the link for the year of the form you want to open.

11 View/Print/Save ACA Form, Continued 4 The tax form will open in a new window. Scroll down to see the form. Click on the Printer icon to print the form. 5 Select your printer, then click Print.

12 View/Print/Save ACA Form, Continued 6 Click the Save icon to save the document. 7 Name the document, then click Save. 8 Close the window when you are done viewing/printing/saving the document.

13 View/Print/Save ACA Form, Continued 9 Click Home to return to the main page or Sign Out to log out of Direct Access.