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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):
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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. |
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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. |
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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. |
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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.