Royal Credit Union

ALERTS AND NOTIFICATIONS 3

• What are alerts?
• What transaction Alerts are available?
• How can I set up Alerts?

STATEMENTS 3

• What statements are currently available to be delivered through electronic Statements?
• Who can change the delivery preference for statements?
• Setting up Online Statements

TAX STATEMENTS 5

• How do I view electronic Tax Forms?
• What are electronic Tax Statements?
• What do I need to know about IRS Tax Form 5498-SA?
• What tax forms are currently available through Tax Statements?
• Why can't I find my tax statement?