Dear Retirees and Beneficiaries,

As the year comes to a close, the 1099R that you will receive in late January for your tax filing purpose will
not list your medical premiums. Therefore, you will need your 12/31/2023 USBank payment stub.

The CFRS pays USBank to produce your payment stub per pay period.  You have access to your payment
information electronically through the USBank retiree portal or via paper stubs mailed through the US Post Office.
These stubs not only serve the purpose for tax filing but also for any financial documents you may need for loans
or other financial matters.  Please note, due to the number of actives and retirees we serve, we can no longer print
screenshots of payment information.

If you have not already registered for the USBank retiree portal, you may register using the Log
On instructions linked below. (Hover over the link to access the USBank log on information.)
USBank Initial Log On Instructions

If you prefer to receive your payment information via USMail, and are not receiving your stub via USMail,
you will need to complete the Consent for advice form linked below and return it to the CFRS office for processing.
(Hover over the link to access the Consent form.)
Consent form

If you want to receive your stubs beginning with the 12/31/2023 payment, you must return the Consent form
no later than Wednesday, December 13, 2023. Any forms received after this date will be processed in the
next available pay cycle upon receipt of the form.  As a reminder, pay stubs sent via USMail cannot be
reproduced and it will be your responsibility to maintain these documents for future needs.

Sandy Thiry
Administrator
Charlotte Firefighters’ Retirement System