• Statements Online FAQs

FAQs – E-Statements

E-Statements



What is the difference between Digital Banking 2.0 and E-Statements?

Digital Banking 2.0 is a method of accessing your online banking services including bill payment, planning, goals, Alerts, funds transfer, real time transactions and up to date balances. E-Statements is a method of accessing your account statements online instead of through paper-generated statements received by mail.

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Do I have to be enrolled in Digital Banking 2.0 to receive E-Statements?

Yes, enrollment in Digital Banking 2.0 is required to receive E-Statements.

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Currently, I get cancelled checks in my statements. Can I receive E-Statements and my cancelled checks?

No. You must receive image copies of your cancelled checks to be set up for E-Statements. If you currently receive cancelled checks with your statement, you need to switch to Image Statements before you can enroll in E-Statements. To do this, log into Digital Banking 2.0 and send us a Secure Message, email us, or call at (800)-FTB-LINK (800-382-5465).

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Does E-Statements replace my Paper Statements, and when should I receive my first statement online?

While our systems convert your account from paper statements to e-Statements, you may continue receiving paper statements for an additional statement cycle. After this transition period, you will no longer receive paper statements.

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Can I receive E-Statements and paper statements?

No. Once you enroll in E-Statements, you will no longer receive paper statements. You can print out your statements from Digital Banking 2.0. You also have the right to request a paper copy of your monthly statement.

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Can I receive my Basic Business account statements online?

Yes. You can receive Statements Online for Small Business and Basic Business accounts.

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How long E-Statements are kept online?

After you enroll in E-Statements, your statements will accumulate on the system and will remain available for 24 months. Statements received by mail prior to your enrollment will not be available on E-Statements.

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I have not received an e-mail this month letting me know my statement is available. What should I do?

We send you an e-mail when your statement cycle ends and your statement is ready for you to view. If you do not receive your e-mail notification each month, please verify that we have your correct e-mail address. To do this, log in to Online Banking and click on the Settings Icon. Verify the e-mail address you wish to use says "Use For Verification" underneath it. If it does not, click on Change Contact Info to begin the verification process to change your contact preferences.

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What formats can I download my E-Statements?

You can download your e-Statements as a PDF file (must have Adobe Acrobat Reader).

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What is the difference between E-Statements and Tax Forms Online?

E-Statements is a method of accessing your monthly account statements online instead of through paper-generated statements received by mail. Tax Forms Online is a method of accessing your yearly tax forms online instead of through paper-generated forms received by mail.

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Does Tax Forms Online replace my paper forms?

While our systems convert your account from paper forms to Tax Forms Online, you may continue receiving paper forms. After this transition period, you will no longer receive paper forms in the mail.

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What types of Tax Forms are available online?

The tax forms available online are IRS Forms 1099-INT, 1099-OID, 1099-A, 1099-B, 1099-C, 1099-R, 1098, 5498.

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What tax forms are excluded from online access?

At this time you will not be able to access a 1099-INT related to the following: Jumbo CD (CD of $100,000 or more), Commercial Safekeeping accounts, and interest from the redemption of U.S. Savings Bonds (tax form provided at redemption). 1098 exclusions include: Home Equity Line of Credit and select mortgage accounts. Find out which mortgage accounts are not eligible by sending us a Secure Message or by calling Customer Service at 800-382-5465.

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What is the deadline to opt in for a 1098 and 1099 Tax Form?

The last day to opt into receiving a Tax Form Online for 1099-INT, 1099-OID, 1099-A, 1099-B, 1099-C, 1099-R and 1098 is December 31st for the current tax year.

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What is the deadline to opt in for a 5498 Tax Form?

The last day to opt into receiving a 5498 Tax Form Online is April 30th.

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Why are no forms listed within Tax Forms?

If you have signed up for Tax Forms and there are not any showing, it is due to one of the following reasons: The Tax Form is not yet available for the tax year. You do not have any accounts that are eligible for Tax Forms. Your account earned less than $10.00 interest. The account may be reported under another joint owner's social security number.

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How do I save or download a Tax Form?

After selecting the tax form you would like to view, simply click the save icon or press CTRL+S to save or download as a PDF (must have Adobe Acrobat Reader).

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How do I print a Tax Form?

After selecting the tax form you would like to view, simply click the save icon or press CTRL+S to save or download as a PDF (must have Adobe Acrobat Reader).

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How long are Tax Forms kept online?

After you enroll in Tax Forms Online, your tax forms will remain online for 4 years from the date the tax information is made available to you electronically. Tax Forms received by mail prior to your enrollment will not be available on the Tax Forms Online site.

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I have not received an e-mail letting me know my tax form is available. What should I do?

We send you an e-mail when your tax form is ready for you to view. If you do not receive your e-mail notification, please verify that we have your correct e-mail address. To do this, click on the Settings Icon. Verify the e-mail address you wish to use says "Use For Verification" underneath it. If it does not, click on Change Contact Info to begin the verification process to change your contact preferences. If the address is correct, please send us a Secure Message, email us, or call at (800)-FTB-LINK (800-382-5465).

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Into what file types can I download or save my Tax Forms Online?

You can download your statements as a PDF file (must have Adobe Acrobat Reader).

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Why do I have an account listed in my Digital Banking 2.0 but I did not get a tax form for that account?

If you have signed up for Tax Forms and there are not any showing, it is due to one of the following reasons: The Tax Form is not yet available for the tax year. Your account is not eligible for Tax Forms. -Your account earned less than $10.00 interest. The account may be reported under another joint owner's social security number.

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Why did I get a tax form for an account that is not listed in my Digital Banking 2.0?

Tax Forms are made available electronically based upon the primary account holder's Social Security Number; therefore, you may receive a tax form for an account not listed in Digital Banking 2.0 if the account is reported under your Social Security Number.

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How can I print and save an E-Statement?

You can print and save your E-Statement by navigating to the Account Icon and clicking on the account you want to print or save. The account will expand to display account details and additional options. Click on E-Statements and you will see the options to save or print.

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How do I add additional accounts to E-Statements?

Click on the Accounts Icon and click on the account you want to enroll. The account will expand to display account details and additional options. Click on E-Statement Enrollment, and you will see Click Here to Get Enrollment Code. Click on it and a PDF will open to display your code word. Copy and paste the code word in the Enrollment Code field and click on continue. From here you can add any available account to E-Statements by checking the box and click save.

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