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.
