Need to update your mailing address?
For updates to a PO BOX, please send us a message via Message Center through your Online Banking Portal or visiting our Contact Us Page. Using our Mobile Application Please log into your account through the Mobile Application. Click on More Click on Settings Click on Account Preferences Click on Contact Update your Mailing Address
How do I know if I will get a 1099 Tax Form?
If your account earned $10 or more in interest during the tax year, you will receive a 1099 form in mid-January, mailed to the address we have on file. You will need this form for tax filing purposes. Current Clients: Log into your Online Banking Platform and follow the instructions below to see if your active […]
Can a joint owner submit an electronic request copy of the Tax Form ?
No, only the primary account holder of the account is authorized to submit a request for an electronic copy of their Tax Form. The primary account holder must contact us or submit the request.
Why isn’t my joint account holder’s information on the 1099 Tax Form?
The IRS mandates that interest earned over $10.00 be reported only under the name and Social Security Number of the Primary Account Holder, not the joint account holder(s).
Why does my Social Security number appear on the 1099 Tax Form?
The Internal Revenue Service (IRS) requires that 1099 Tax Forms be issued under the name and Social Security Number of the Primary Account Holder for tax reporting purposes.
Can my Tax Form be forwarded to a different mailing address set up with the United State Postal Service?
No, the Tax Form cannot be forwarded to an alternate address registered with the United States Postal Service. If you believe that we have an incorrect mailing address for you, please contact us through your online banking portal to update your contact information.
