View Dividend and Interest Information

These steps explain how to view a member's dividend and interest information for the previous year.

• After following the steps below, you will see all of the member's dividend and interest information for the previous year listed on the IRS Tax File Inquiry screen. This screen will display information for all of the member's accounts.

1. Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home screen.

2. Enter the member's account number.

3. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

4. Click Tax File Inquiry.