For such guidance, please consult a qualified tax and/or legal advisor. * Neither UFCU nor CUSO Financial Services, L.P. You should receive this document in the mail, or you may have been given this document when you opened your UFCU account. Are you looking for a way to clear out your confidential and personal documents safely and securely Join us for Free Document Shredding on Wednesday, April 20, from 5 PM to 7 PM. Members who need this form can complete it with the help of a UFCU representative when opening a UFCU account. Any Members who are foreign to the US and do not have a social security number must complete this form. This form is used to record foreign taxpayer identification information for Members who are the beneficiaries of interest earnings reported to the IRS. You should receive this document in the mail.Ĭertificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) This form is triggered when UFCU has been informed by the IRS that a social security number is missing or does not match their records. Request for Taxpayer Identification Number and Certification You will receive this form even if you had no contribution activity for the year. If you have accounts at two or all three of our divisions, your 1099 forms will all refer to CitizensFirst Credit Union. This form reports all contributions to UFCU IRAs and/or the fair market value. To determine whether you should receive a 1099-R, find your distribution total on the bottom of your December statement. Any distribution from a UFCU IRA triggers this form. This form reports any distributions from a UFCU IRA. To determine whether you should receive a 1099-INT, find your year-to-date interest earned on the bottom of your December statement.ĭistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs This form is only generated on accounts that have earned $10 or more in interest for the year. You may also request this form at any UFCU location, or log in to Online Banking, and choose My Accounts » Statements & Documents, and then select Tax Statements. You should receive this document in the mail. Any interest assessed on a mortgage loans triggers this form. This form reports interest paid on your UFCU Mortgage loan.
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