We know tax season can feel overwhelming—so we’re here to make it easier. At First Tech, we provide the tax forms you need, when you need them, so you can file with confidence and stay focused on your goals.

Here’s a quick guide to when your tax forms will be available:

Where to Find Your Forms

You can access your tax forms securely through Digital Banking. Just log in and navigate to Statements & Documents. If you have questions or need help, our Member Support team is ready to assist.

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact

If you're preparing your taxes and need First Tech’s Employer Identification Number (EIN) for your 1099-INT form, here it is:

First Tech Federal Credit Union EIN: 23-7062675

This number is used to identify First Tech as the financial institution that paid you interest income. You’ll find it listed on your 1099-INT form, which reports any dividends or interest earned from your account(s).

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact

We’re here to help you make the most of your savings—whether you're planning for retirement, healthcare, or education. If you need to contribute to or distribute funds from your IRA, HSA, or ESA, scheduling a virtual appointment is quick and easy.

Here’s how to get started:

1. Visit firsttechfed.com/appointments

2. Click Schedule Virtual Appointment

3. Choose your Program Type:

• Retirement Accounts (includes: IRA/HSA/ESA)

4. Click Continue

5. Select your Appointment Type:

6. Click Continue

7. Pick a date and time that works for you to meet with a specialist

You may also use our self-service option via Retirement Central to access and complete either contributions or distributions at any time.

Here is how you can access either form

1. Visit Retirement Central

2. Click Manage My Account

3. Choose the transaction type
       a. Contribute to an Existing Account
       b. Withdraw from an Existing Account

4. Complete the online form

5. One of our IRA/HSA/ESA Specialists will follow up within 24 hours of submitting a form

Our IRA/HSA/ESA Specialists are ready to guide you through the process and answer any questions—so you can move forward with confidence.

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact

Accessing your tax forms is simple and secure with First Tech’s Digital Banking. If you're enrolled in electronic statements, your tax documents—like the 1099-INT—will be available in your account when they're ready.

Here’s how to find them:

1. Log in to Digital Banking
2. Under Dashboard, Click on Statements & Tax Forms 
3. Select the Tax Forms tab
4. Under the Date drop down select the appropriate number of years, and tax form you need in the Document Type drop down

If you haven’t enrolled in electronic statements yet, you can do so by first adding your preferred contact email in Digital Banking under Settings > Contact, then subscribing to electronic statements under Dashboard > Statements & Tax Forms > Subscribe. Enrolling ensures faster access and reduces paper waste—plus, it’s one less thing to worry about during tax season.

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact

Yes—First Tech makes it easy for organizations to access their tax documents securely online.

If you manage a Fiduciary or Business account, your tax forms (such as 1099-INT) will be available through Digital Banking, just like personal accounts. Simply log in and navigate to Statements & Tax Forms to view or download your tax forms when they’re ready.

If you're not yet enrolled in electronic statements, we recommend doing so to ensure faster access and reduce paper clutter.

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact

We’re here to help make tax season as smooth as possible. If you believe there’s an error on a tax form issued by First Tech—such as a 1099-INT, 1098, or other IRS reporting document—you can request a correction in one of two easy ways:

Option 1:  Login and send us a secure message

Option 2: Contact us

Reach us at 855.855.8805 to speak with a representative who can assist with your correction request.

We’ll work with you to review the form and ensure any necessary updates are made in accordance with IRS guidelines.

Helpful Resources

• Your Ultimate Tax Prep Guide
• Laying the Groundwork for Tax Season
• Five Tips to Avoid Getting Scammed at Tax Time
• Make Your Final Tax Savings Moves Before December 31st
• Give Wisely to Maximize Your Charitable Impact