Please send a copy of my tax returns to…

Sometimes, you would like a copy of your tax return sent to your bank, insurance agent, or other third party. By law, we are required to have your written permission to send copies of your tax returns to anyone other than you.

We have a form available online here to provide us with that written permission. From the link, click on the blue “Download” button to download the fill-in pdf file to your computer. Use the Tab key to move between the four required fields. Please send the completed and signed form to us, and include instructions to whom the copies should be delivered. We can send your forms securely via the internet, or by mail.