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Please indicate on the Client Year-end Reporting Setup Form which shipping options your institution prefers for year-end statements/mailers.
Note: Shipping is only available for loan year-end statements (condensed mailer or annual loan statement). It is not for year-end loan reports or 1099-C forms.
These are the following shipping options (only one can be selected):
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In-house printing |
Some institutions print the statements/mailers in-house. They do this by going to GOLDView Plus after the loan year-end has run (usually after December 31) and print the statements/mailers within their institution and mail them to borrowers. 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/mailers, 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/mailers to your institution, you will be responsible for sending the statements/mailers to your borrowers.
You should also choose how you want the statements/mailers 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/mailer 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.
Reminder: GPS does not print 1099-MISC, 1099-NEC, or 1099-C forms. Your institution will need to print those in-house (from IRS GOLD) and mail these forms prior to associated deadlines). |
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Third Party |
If you do have 1098 mortgage interest accounts and use a third party to process and send year-end statements/mailers to your customers, we need to know that. On the form, you will select this radio button. This will help us know if we need to interface with the third party or assist with any field mapping. |