Regardless of whether a member is enrolled in eStatements, the member will receive a paper copy of their tax documents in the mail, provided they earned enough dividends (or paid enough interest) through the tax year to qualify for a tax form.
The presentation of tax documents in the "My Documents" section of It's Me 247 is an additional convenience that makes the forms readily available online, often earlier than they are provided by via mail. If you are not currently offering this feature to members, click the link below to access the CU*Answers Store and place your order.
NOTE: If your credit union elects to present Substitute 1099-INTs via your statements, these will be printed at the bottom of the December statement (paper or eStatement as applicable). All other tax forms will be presented separately as noted above.