Alert Notification Icon

Our University Avenue, Pampas Lane and Embarcadero Road Branches are open M-F from 10-4. Our Redwood City, Tresidder and Medical Center Branches are closed indefinitely in response to the Governor’s shelter-in-place mandate. All other banking services are continuing as usual. Please contact us 24/7 at 888.723.7328 with questions or concerns, or send a secure Message through Online or Mobile Banking. COVID-19 Updates.

Alert Notification Icon

Our University Avenue, Pampas Lane and Embarcadero Road Branches are open M-F from 10-4. Our Redwood City, Tresidder and Medical Center Branches are closed indefinitely in response to the Governor’s shelter-in-place mandate. All other banking services are continuing as usual. Please contact us 24/7 at 888.723.7328 with questions or concerns, or send a secure Message through Online or Mobile Banking. COVID-19 Updates.

Notice

Tax form information

Review the tax form information

Tax forms will be mailed out and available to you in Online or Mobile Banking by the mailing deadlines listed below. Simply log in and click Statements then View Statements. Your available tax forms will appear under Documents.

Scroll Right for More Data

Form Mailing Deadline (date available in Online and Mobile Banking)
1042-S March 15, 2020
1098 January 31, 2020
1098-E January 31, 2020
1099-C January 31, 2020
1099-INT January 31, 2020
1099-INT Foreign January 31, 2020
1099-Misc January 31, 2020
1099-Q January 31, 2020
1099-R January 31, 2020
1099-SA January 31, 2020
5498 Contributions May 31, 2020
5498-ESA April 30, 2020
5498-FMV January 31, 2020
5498-SA May 31, 2020