What You Get
- We will load your members’ tax forms in CU*Spy so they are viewable to members via online banking (excluding forms 1099-MISC & 1042-S).
- We will also load them in your in-house vault if you are release managed.
- We will retain them online for 3 years.
- You can still get disks of your tax forms for longer term storage if desired (fees apply).
Who can sign up?
This is available to anyone utilizing CU*Spy for hosting their member statements or anyone who hosts their own statements also leveraging CU*Answers Imaging Solutions’ release management service.
When will tax forms be placed online?
When forms are available to send to the print vendors, they will also be placed online. This happens in late January except for 5498s, which are placed online at a later date. 1099-MISC forms will not be available online.
How long will you retain the forms online for members?
The forms will be accessible to staff and members for three years.
What forms are made available online?
The following forms will be available to view:
NOTE: 1099-MISC and 1042-S forms will not be available online. It is not possible to display only select types of tax statements or to shut off tax statements for individual members. When turning on tax forms it will be all tax forms listed for all members.
What does this service cost?
The price is $500 per year and is billed annually until your credit union elects to discontinue the service.