Consent to Paperless Delivery of
Tax-Related Documents You
may elect to receive tax-related documents from ϳԹ via electronic delivery. IRS
guidelines require that you must first review these disclosures and provide your affirmative
consent to receiving information in an electronic format.
By
selecting “Accept”, you specifically
(i)
acknowledge, as part of your acceptance of the terms of this Agreement, that certain of the
documents to be delivered electronically will contain information regarding your personal
financial matters (Personal Financial Information) and (ii) consent to the delivery of such
Personal Financial Information by the electronic means specified in this Agreement. If you
do not elect to receive electronic delivery, you will continue to be sent documents via U.S.
mail.
Your consent is effective until:
- Further notice by ϳԹ
- Revocation by you,
or
- Revocation by ϳԹ as a result of
non-delivery of your email to your address of record
You
may withdraw your consent by
contacting
us by one of the methods listed in the header of this Consent. Withdrawal of consent is
prospective only. Any withdrawal ensures that future tax-related documents will be
delivered
to you as a paper document, but does not apply to any document that has already been furnished
to
you electronically.
Additional Paper Copies In addition to
consenting to and obtaining
electronic copies, you may request additional paper copies of your tax-related documents by
contacting ϳԹ. Requesting a paper copy of your tax-related documents will not be considered
a
withdrawal of your consent for paperless delivery; you must formally withdraw consent to begin
regularly receiving a paper copy of your future tax-related documents.
Notification of Change to E-mail Address
You agree to notify us
promptly if your e-mail address or other account information changes. You agree to inform
ϳԹ of any such changes by contacting us by one of the methods listed in the header of this
Consent.
System Requirements To participate in
paperless delivery, you
must have a valid email address on record and Internet access. Electronic delivery is
provided free of charge from ϳԹ. In order to access Portable Document Format (PDF)
documents, you must have Adobe Acrobat software. Acrobat Reader is available for download
at
no cost at . If you do not have the ability
to
access and retain PDF documents, do not consent to electronic delivery. By consenting to
electronic delivery, you confirm that your personal computer or access device is equipped with
Adobe Acrobat software, and you agree to keep your email address current and notify ϳԹ of
any
changes.
Agreement
You understand and intend that you’re
clicking on “accept” shall operate as your signature and you acknowledge that you have read the
consent and have printed or downloaded a copy for your records. You further acknowledge
that
you affirmatively consent to receive your tax-related documents, including IRS Form 1099
electronically. Tax-related documents will remain available electronically for at least
one
year after the date of the document is first made available to you
electronically.