Frequently Asked Questions

Personal Online Banking

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).

Personal Mobile Banking

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).

Card Manager

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).

Zelle

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).

Personal Finance Manager

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


Business Online Banking

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


Business Mobile Banking

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


Business Leasing

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


Business Online Bill Pay

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


Account Alerts

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


eDocuments

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).


uChoose Rewards

A direct rollover is reportable to the IRS, but not taxable. Your former employer’s retirement provider will issue a 1099-R tax form and send it to you (and the IRS). The distribution code in box 7 of the form will be “G” (direct rollover).