How to retrieve the 1099 form.

At times customers will request the form to be sent to them either via email/olb message/mail.

verify their address to ensure it’s updated

access ImageCentre / Cold Plus

YE1430P7 is the report name

Click in the box for “Find Most Recent”

Click on Query from the top of the page

A list of reports will appear

Look through the different dates and reports to find the account you’re looking for by opening each report

You may search by name or account number

All accounts will appear on one form, if a customer has more than one account which has earned the required interest

Once found, use the snipping tool to copy and paste to Quontic Astoria Letterhead

save as PDF and place it in Customer Success / CX-1099 in the appropriate year (for future reference)

forward to the customer as requested

Quontic_Letterhead_Astoria Download