1099 Notification Submission Form Page

1099 Notification Submission Form

We would like to offer our assistance with your member notification regarding your year-end substitute 1099-INTs (if you've opted to include these details on your statements).

By now, your credit union should've received a copy of the 2023 Year-End Processing Guide, which includes instructions for selecting your 1099-INT tax form handling preferences.

Please submit this form no later than 11/22/2023 to take advantage of our offer to assist with these member communications. There will be a one-time fee applied of $100 for any clients not currently using Xtend for HTML eStatement Notifications. We will not perform any maintenance or send any communications without first receiving your form submission. We look forward to hearing from you!

11099 Details

2Credit Union Info

1099 INT Printing*
Has your credit union opted to print 1099 INT information on your statements?
- Yes
- No
Are you a Member Reach client?*
- Yes
- No
Services*
Which services would you like us to handle? Select all that apply.
- Select All
- Send a plain-text email message to eStatement members in December.
- Update eStatement notification emails for December 31 statements.