I'min the process of settling the estate of a relative who died last year.As yet I haven't gotten a 1099-R from the air force. I call them up and this is how the conversation went.
ME: "I'm settling the estate for deceased Maj XXX and I haven't gotten a 1099R yet. Can you tell me when I will get one"
THEM: "Before I can give out that information I need to talk to Maj XXX to get his permission to give you that information."
ME: "When can we meet at the cemetery for you to talk to him as he doesn"t have phone service."
ME: "I'm settling the estate for deceased Maj XXX and I haven't gotten a 1099R yet. Can you tell me when I will get one"
THEM: "Before I can give out that information I need to talk to Maj XXX to get his permission to give you that information."
ME: "When can we meet at the cemetery for you to talk to him as he doesn"t have phone service."