Customer Experience

Standard Operating Procedures

SOPs - SVP Approved

Call Transfer Guide

Document Requests

Special Request

General Mortgage Qs

Contact Authentication

Move Money Options

Closed Account Requests

Account Maintenance

Dormant or Inactive Status

Demographic Change

External Transfers

Quality Assurance

Debit/ATM Cards

Provisional Credit/Debit

Debit/ATM Limit

Unusual Activity

Restrictions/Holds

Online Banking Portal

Mobile Check Deposit

Digital Bank Operations

Standard Operating Procedures

Bitcoin Checking

Interest-Bearing DDA/SAV

Category: Interest

Who will receive a 1099 form?

September 29, 2022

January 31, 2024

Customer Experience, Standard Operating Procedures, CDs, Horizon, Interest, Document Requests, Tax Forms

Joint Owner Hubspot

When is the 1099 form mailed out?

September 29, 2022

February 2, 2024

Customer Experience, Standard Operating Procedures, CDs, Money Market, Horizon, Interest, Document Requests, Tax Forms

1099, 1099 request

How to retrieve the 1099 form.

September 29, 2022

October 25, 2022

Customer Experience, Standard Operating Procedures, Image Center, Interest, Document Requests, Tax Forms

1099, 1099 request

Can a client withdraw their monthly interest from their Quontic Certificate of Deposit (CD)?

September 29, 2022

December 12, 2023

Customer Experience, Standard Operating Procedures, CDs, External Transfers, Interest

External Transfer, Transfer, CD, Interest, Internal Transfer, CD interest earned, CDs, Accrued interest, monthly interest, transfer interest, CDs Interest, ACH External Transfer

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