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Shipping

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Shipping

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Please indicate on the Client Year-end Reporting Setup Form for Deposits which shipping options your institution prefers for deposit year-end statements.

 

Note: Shipping is only available for deposit year-end forms/statements. It is not for year-end deposit/retirement reports.

 

These are the following shipping options (only one can be selected):

 

number1

In-house printing

Some institutions print the statements/forms in-house. They do this by going to GOLDView Plus after the deposit year-end has run (usually after December 31) and print the statements/forms within their institution and mail them to deposit account holders. If your institution prefers this method, choose the Printing forms and statements in-house selection on the form.

number2

Mailing Service

If you want GPS to print your statements/forms, box them, and mail them to your institution, choose how you want us to ship them to you. This requires an additional fee. Once we send the statements/forms to your institution, you will be responsible for sending the statements/forms to your account holders.

 

You should also choose how you want the statements/forms sent: U.S. Post Office, FedEx, or UPS.

number3

GPS Prints and Mails Forms

GOLDPoint Systems offers a mailing service for the distribution of statements/mailers to your account holders. Choose this method if you would like to use our services for an additional per statement/form fee.

 

You will also need a contract with GOLDPoint Systems for mailing services. If you choose to have GOLDPoint Systems mail your year-end forms and do not have a contract, one will be provided to ensure timely delivery of your forms.

number4

Third Party

If you use a third party to process and send 1099-INT forms to customers, you will select this option on the form.

 

Shipping for Retirement Statements

 

Most of our deposit institutions do not have retirement accounts. We need you to indicate on the form if:

 

1.You do not have retirements accounts;

2.If GPS processes your year-end retirement accounts; or

3.If you use a third party to process your retirement accounts.

 

 


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