The Contact Information section of the form identifies the person the financial institution should contact if they have any questions regarding the request. Review the Contact Name, Company Name, Contact Phone and E-mail Address, you may change them if necessary. Enter your Fax number if you are requesting a reply by Fax.
From the Item Request For drop-down list, select the account to which the request pertains.
(Optional) Set the radio button for Check, Deposit, Wire Transfer, Return Item or Misc Debit/Credit. Fill out the Date of item and Amount fields, also the Check Number field if the radio button is set to Check.
(Optional) If requesting a statement, check the Statement box and fill in the From, To and Posted dates (using mm/dd/yyyy format).
(Optional) If requesting tax forms, check the Tax Forms box and check the 1099, 5498, 1099, Duplicate and/or Correction boxes as appropriate.
(Optional) Add freeform text in the Special Instructions area, if desired. Be as specific as possible to help the financial institution give the best service.
Set the Delivery Information radio button for delivery method. The financial institution can send the materials to the account branch for pickup, mail them directly to you or FAX them directly to you.
Click the Submit button. A dialog box appears with a recap of the information to be sent to the financial institution; click OK to submit the request or click Cancel to return to the Account Research screen.