How to find and print your tax documents
- Loans & Credit Cards
- Loan Rates
- Mortgages
- Car Loans
- Real Estate Services
- Car Lease-like program
- Home Equity
- Motorcycle, Boat and RV Loans
- Mass Save 0% Loan
- Credit Cards
- Low-Cost HECM Reverse Mortgage
- Personal Loans
- Solar Energy Program
- Personal Line of Credit
- Business Loans
- Private Student Loans
- Pay My Loan
- Calculators
Free guide
The pros and cons of credit cards Download the guide
CU Thrive: Saving is Easy
Reward yourself with a terrific rate. Learn about CU Thrive
Mobile Deposits
Make check deposits 24/7 from your mobile device or computer. Learn about EasyDepositOnline Statements and Documents
View bank statements, checks and documents online
Online Bank Statements Overview
- View up to seven years of statements.
- Find the information you need in minutes.
- You can access, save, and print as needed.
- Use your Online Statements for taxes, record keeping, and more.
Online Documents
- You can view, download and print your 1099-INT and 1098 tax forms directly from your online account.
- Just select Documents from the menu on the top of the Account Overview page.
- Under Online Tax Forms, click on the most recent Form 1099-INT or Form 1098 and you’ll see your information.
- No more shredding or searching, and it's better for the environment!
Online Check Images
- View, search, print, and save your check images that have cleared
- 18-months worth of online check images, which you can view or print anytime
- Front and back of each check
FAQs
-
What types of Statements and Documents are delivered online?
The following types of Statements and Documents are delivered online:
Statements:- Regular Statement (accounts and loans)
- Credit Card Statement
Documents:
- 1098
- 1098-NT
- Certificate Renewal/Maturity Notice
- Loan Billing Notice
- Mortgage Billing Notice
- Overdraft Notice
-
What if I earned less than $10.00 in dividends or paid less than $600.00 in mortgage interest?
You will not receive Form 1099-INT or Form 1098 from us. You can get information on earned dividends and mortgage interest payments from your December statement. Refer to the statement summary at the end of your statement.
-
What software do I need in order to view Online Statements and Documents?
To view Online Statements and Documents, you will need to have Adobe Reader 5.x or later installed on your computer. Most computers come with Adobe Reader pre-installed.
You may download the free Adobe Reader software at get.adobe.com/reader/ -
How can I sign up for Online (electronic) Statements and Documents?
To register for Online (electronic) Statements and Documents:
- Log in to Online Access
- Click on "View Statements" under the Statements/Documents menu
- Review the Agreement
- Enter your email address (if prompted)
- Click Continue
An email notification will be sent to you when your statement(s) or documents(s) are ready for viewing.
-
How can I stop Online Statements & Documents and begin receiving paper statements & documents via US Mail?
To stop receiving Online Statements and Documents:
- Log in to Online Access
- Click on "Cancel Statements" under the Statements/Documents menu
- Click "Yes"
-
How do I retrieve my Statements?
To retrieve you Statements:
- Log in to Online Access
- Click on "Statements" under the Statements/Documents menu
- Select your member number
- Select the Year and the Cycle & type of the statement you wish to view
- Click on "View Statement"
-
How do I retrieve my Documents?
To retrieve you Documents:
- Log in to Online Access
- Click on "View Documents" under the Statements/Documents menu
- A separate Online Documents widow will open
- Click on the document you wish to view
-
What is Form 1099-INT?
Form 1099-INT is a tax filing form used to report interest earnings to the IRS. If you earned at least $10.00 in dividends from your accounts at Hanscom FCU, we have issued a 1099-INT for you. All information provided on form 1099-INT is reported to the Internal Revenue Service. -
What is Form 1098?
Form 1098 reports the amount of interest and tax-related expenses paid on a mortgage during the tax year. Mortgage lenders are required to report this information to the IRS.
-
What is required in order to access my tax forms online?
To access your forms, you must be enrolled in Online Account HD and you must select electronic statement delivery. According to IRS regulations, you must also have earned yearly dividends of at least $10.00 across all your Hanscom FCU dividend-bearing accounts to receive a 1099 and paid a minimum of $600 in mortgage interest to receive a 1098. -
What benefits will I gain by having the ability to view my forms online?
You will get access to your form without waiting for your copy to arrive in the mail. You will also be able to access the form in the future, should you ever need the information. -
Will I be able to see forms from other tax years?
Yes, you will have access to the past 24 months of forms.
-
If I do not use the estatement service, how do I view my forms online?
You will need to sign-up for estatements by registering for Online Account Access HD. Once you are registered and logged in, ensure you have enrolled in estatements. Once you enroll, you will begin to receive monthly statements and annual tax forms online.