Updating Your Address If your address has changed, please log in to your online account, click on “Change Your Contact Information”, and provide us with your correct mailing address. You can also change your address by contacting us directly. If your monthly payment is directly deposited to your bank, and your address has changed, please log in to your online account, click on “Change Your Contact Information”, and provide us with your correct mailing address or contact the Fund for more information. Depositing Your Monthly Annuity Payment You can elect to have your monthly annuity funds securely deposited into your bank account as of the first business day of the month. We encourage you to sign up for EFT Direct Deposit. Simply contact our Customer Service Team to sign up or make updates to your bank or account numbers! Viewing EFT Notices You can log in to view your EFT Notices—showing your monthly transactions and year-to-date balance—for any month of your retirement from January 2006 forward. Withholding Income Tax From Your Annuity Payment The Fund may be required to withhold a default portion of your annuity payment for federal income taxes. Provide the Fund with a completed IRS Form W-4P to elect a different amount of withholding, or to elect not to have withholding apply. The Fund can withhold state income taxes only if you live in New York. If you live in any other state, you will be required to file your state income taxes either quarterly or annually (depending on your state and your income). Filing Income Taxes Each year, IRS form 1099-R is mailed to your address on record at the Fund by January 31. This form is used to file your taxes. To view or download tax forms, please log in to your account and click “My Documents.” Changing Your Beneficiary for the Retired Death Benefit The Designation of Beneficiary for the Retired Death Benefit form must be notarized and mailed in or securely submitted by logging into your account and selecting “Document Uploader”. Please contact the Fund if an annuity has been started under the Principal Guarantee Annuity Option.