For your convenience, all IRS Form 1099 Statements are included with the December account statement(s) and retrievable online after January 2. Access It’sMe247 and retrieve the December Savings Statement.
All other tax forms are also retrievable online by accessing It’sMe247 and navigating to the tax documents tab under “My Documents.”
Summary tax information is also available on our Mobile Banking App.
If you do not have access online, please call us during regular business hours at 310.374.3436 to obtain access.