CCB mails tax form 1099 to clients earning interest on deposit accounts or upon cashing US savings bonds. Clients occasionally request a correction to the tax form if they detect an error, or if they need a duplicate copy because the original is never received, lost, illegible, or mailed to an incorrect address.

If the client requests a corrected tax form, do the following:

1. Talk with the client to determine why he/she feels the correction is necessary.
2. To access the client’s tax information, in Xperience, click SilverLake > Tax Reporting Inquiry.
   
3. Enter the client's Tax ID then click OK.
4. Choose the appropriate tax form (if a list appears) by selecting the form and then clicking Display. Note: If there is only one tax form, it automatically displays on the screen. If there is no tax form, a message appears towards the top that reads, No Tax Information Found.
5. Review the interest listed for each account with the client to determine which account is in question.
6. Inquire on the account to determine how interest was posted.
7. Submit a service event requesting a correction, if necessary, by doing the following:
   1. In Xperience click Customer & Account Inquiry.
   2. Search using client's name, CIF, or TIN.
   3. Click Related Functions > CRM.
   4. Click New Event/Activity > New Event > Service Session.
   5. Click Deposit Services > DS Tax Interest Notice Correction.
   6. Click OK.
   7. Complete appropriate fields.
   8. Click Save > Save & Submit.