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Wednesday, November 11

3:00 PM – 3:30 PM ET

This Month’s Focus

Year-End Reminders

Join Stephanie Raven, Client Services Team Lead, for a for a review of November Year-End tasks.  Topics discussed will include:

  • Verifying State ID # in Chart of Accounts for reporting on 1099
  • Making a decision on whether or not you wish to print substitute 1099-INT forms on member statements
  • Modifying statement messages/instructions
  • Monthly IRA/HSA verification
  • If offering e-statements and using substitute 1099-INTs, sending an alert email message
  • Updating Federal Holidays/non-business days configuration
  • Completing and verifying tasks in the Monthly Verifications booklet.

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