How Can I Access My Tax Statements?

Log into Online Banking with your user credentials. Navigate to Accounts > Documents tab within your profile.

Please Note: Tax documents are available when logged into the tax-reporting owner for the specific account.

As long as you are the tax-reporting owner, you should be able to select and view the appropriate forms, including:

• 1099-INT
• 1099-R
• 5498
• 1098

Select and download your form and use to file your taxes.

If you have any questions, please contact our Customer Care Center at 1.800.262.1088.