New Tax Reporting Information

We recently performed a mailing to members that have a W-8BEN form on file with the credit union. Below you will find important information regarding NEW Tax Reporting requirements implemented by the United States Internal Revenue Service (IRS) that may affect certain US nonresidents. These new rules will go into effect January 1, 2013.
 
Please review the attachments below and follow the instructions on how to update your W-8BEN form accordingly.
 
Tax Reporting Documents
Important Notice Regarding New U.S. Interest Reporting (PDF, 170kb)
New Interest Reporting to Nonresidents Insert (PDF, 186kb)
Form W-8BEN (PDF, 52kb)
Form W-8BEN Instructions (PDF, 44kb)

Interest Reporting Audio Presentation