You can access your Prime Financial Credit Union tax forms online by enrolling in eStatements with Prime Online or Prime Mobile.

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.