- Applications and Forms
- ATM Locator
- Calendars
- Disclosures
- Financial Calculators
- Financial Wellness
- Home Ownership
- The Two Sides of Co-Borrowing
- Understanding How the Equity in Your Home Can Work for You
- 5 Financial Goals You Can Achieve with a HELOC
- What is Your Home Really Worth?
- Is Downsizing Right for You?
- When It's Time to Tap Your Home Equity
- What is the Smartest Home Loan for You?
- Helpful Hints on Hiring a Contractor
- Money Management
- Smart Ways to Deposit Money
- Why You Should Or Shouldn't Buy Now, Pay Later
- Is Your Account at Risk? Simple Steps to Avoid Escheatment
- What to Do If Your Property Is Escheated
- Transferring Wealth
- 3 Keys to Start Car Shopping
- Why Credit Card APRs Matter
- Financial Preparedness in Emergencies
- The Time is Now to Introduce Your Beneficiaries to CEFCU
- Introduce Your Beneficiaries to CEFCU
- Talking Finances with Your Teens
- What's Involved When You're a Trustee or Executor to an Estate?
- How Your Accounts are Federally Insured
- How to Have A Meaningful Conversation about Joint Finances
- Prepare Your Financial Go-Bag
- Scam Awareness & Cyber Security
- Protect Yourself from Criminals Exploiting Artificial Intelligence to Deceive Victims
- Protect Yourself and Your Accounts from Credential Stuffing
- Multi-Factor Authentication & 5 Ways to Stay Cyber Safe
- Warning Signs of Scams & Identity Theft Schemes
- Tips on Avoiding Physical & Digital Theft
- Prevention is Key to Cybersecurity
- Trending Scams: Stay Alert and Aware
- Beware of COVID-19 Vaccine Scams
- Beware of Gift Card Payments, Pop-Ups and Links
- Protect Yourself and Your Finances
- IRS Warns on Coronavirus-Related Scams
- Phone Scams
- 10 Things You Can Do to Avoid Fraud
- Alarming Increase of Scam Calls
- IRS Tax Scams Continue Year-Round
- Safeguard Your Identity
- Home Ownership
- Focus Newsletter
- Holidays
- Privacy Notice
- Schedule of Fees
- Security Information
- Tax Statements
- Update Your Contact Information
- Wiring Instructions
Tax Statements
Tax Statement for Interest Earned in 2024
Printed statements will be mailed to the address on your account by January 31, 2025.
Tax Forms
- 1099-INT – Form 1099-INT will only be generated for combined dividend earnings in 2024 of more than $10.00 across all accounts with the same tax payer identification number.
- 1098 – Form 1098 will be generated for all real estate loans on which interest was paid during 2024, such as on a mortgage or home equity line of credit.
Tax eStatements
An email notification will be sent when your Tax eStatement is available online. If a Tax eStatement was generated, the form may be accessed securely via eBranch or our mobile app.
via eBranch
Once logged in, select the Online Services tab, and then choose eStatements from the drop-down menu. Tax statements are listed after monthly statements. A PDF is available to view, save or print.
via Mobile app
Once logged in, tap the Menu icon (top-left), then select eStatements. Tax statements are listed after monthly statements. A PDF is available to view, save or print.
For more information, check out our Frequently Asked Questions on tax statements.
Get Your Tax Refund Faster!
Whether you file electronically or by mail, direct deposit gives you access to your refund faster than a paper check. Your money goes directly into your account and eliminates the possibility of a lost, stolen or returned undeliverable check.
Plus, you’ll begin to earn dividends the day it is deposited to your CEFCU share savings account.
Choose Direct Deposit
Simply follow the instructions provided by the IRS on the direct deposit line of your tax form.
- Credit Union Routing/Transit Number: 322280692
- Your Credit Union Account Number
- Your deposit is going into SAVINGS
Our Direct Deposit Information form provides these details in an easy-to-read form.
Faster, safer & free
Easily transfer funds to or from your accounts at other financial institutions with External Transfers via eBranch.
