When a client requests the amount of interest paid on his/her US Savings bonds, look up the information to provide the client.
- In Xperience, click SilverLake Menu > Go to Vertex.
- Select a branch.
- Click OK.
- Click CCB TELLER PROCESSING MENU.
- Click Inquiry.
- Search by date and SSN to get the 1099 Int.
- Click OK.