Eligible Documents
You can choose to receive the following documents online or via mail:
- Statements
- Tax Forms
- Account Notices
Will I receive tax documents?
Tax forms are issued to members that meet certain criteria:
- 1099-INT: Earned $10 or more of interest income.
- 1099-R: Withdrew any amount from an IRA, including rollovers.
- 1098: Paid $600 or more on a loan secured by a mortgage on a property.
If you did not meet the requirements listed above, you can still receive this information by visiting a branch or calling 414.486.4500.