Where do I find my tax forms?
You can easily find you tax forms in the eStatements section of Online and Mobile Banking.
When logged in to Online Banking, go to Accounts, then eStatements, and then select the Tax Forms tab to see available tax documents (On the Mobile Banking app, click More, then Accounts, then eStatements). Keep in mind that you may not receive a tax form for an account if the dividend was less than $10.
You can also find year-end dividend and interest information by clicking on a specific account in your dashboard, and then selecting the Tax Information tab. On Mobile, this is simply found in Account Details.
You can also contact us at 503.232.8070 and we can help you access your tax forms.