These ads are based on your specific account relationships with us. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements.Īlso, if you opt out of online behavioral advertising, you may still see ads when you log in to your account, for example through Online Banking or MyMerrill. If you opt out, though, you may still receive generic advertising. If you prefer that we do not use this information, you may opt out of online behavioral advertising. This information may be used to deliver advertising on our Sites and offline (for example, by phone, email and direct mail) that's customized to meet specific interests you may have. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. Relationship-based ads and online behavioral advertising help us do that.

We strive to provide you with information about products and services you might find interesting and useful. You'll find a link to your 1098 form in the Year-end Statements section.įor other 1099 tax forms: If you have not received them by February 15, please contact us. If you meet the guidelines for receiving a 1098 form, you can log in to Online Banking, select your mortgage account and then select the Statements & Documents tab. You can find the exact amount of interest earned in the previous year on your deposit account by selecting the Information & Services tab. If you're enrolled in Online Banking and you meet the IRS guidelines, you can find your 1099-INT form by signing in to Online Banking, selecting your deposit account and then selecting the Statements & Documents tab.

Forms are mailed by the end of January and should arrive by mid-February. (For example: If your account does not receive at least $10 in interest, you won't receive a 1099-INT form.) You should review the IRS guidelines to see if they apply to your specific financial situation. 1099-INT and 1098 forms are issued based on guidelines established by the IRS layer.

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