Consent To Electronic Delivery of IRS Form

Last updated February 5, 2024

This Consent to Electronic Delivery of IRS Forms (this “Consent”) provides disclosures required under guidance published by the Internal Revenue Service (“IRS”). Publication 1179 of the IRS requires Moov Financial, Inc. (“Moov”) to obtain affirmative consent from you or the Person on whose behalf you are accepting this Consent (“User”) in order to provide User with any applicable tax-related documents, including any Form 1099 (e.g., Form 1099-K) and Form 1042-S (each, an “IRS Form”) by electronic delivery. User acknowledges and agrees that User’s signature below may be an electronic signature. Please read the information provided in this Consent carefully.

IMPORTANT DISCLOSURE INFORMATION

By clicking the “YES, I CONSENT TO ELECTRONIC DELIVERY” checkbox, User acknowledges and agrees that User has read and understands this Consent and that User affirmatively consents to receive, and acknowledges and agrees that User can access, receive, download, print, and retain, User’s IRS Forms electronically. User agrees that IRS Forms and related information may be communicated online by posting notices, disclosures, and other communications on Moov’s website or in Moov’s platform or by sending such information to User by email. User’s consent to receive IRS Forms electronically will be effective until withdrawn in accordance with the “Withdrawal of Consent” section below. If User does not specifically consent to the electronic delivery of IRS Forms by clicking the “YES, I CONSENT TO ELECTRONIC DELIVERY” checkbox, then User will receive paper copies of all required IRS Forms. Moov may discontinue its electronic provision of IRS Forms at any time.

Notification of Change to User Email Address. If User consents to the electronic delivery of IRS Forms, then User agrees to promptly notify Moov of any change to User’s email address or to any other account information by notifying Moov in writing (a) by email at [email protected], or (b) by mail at 1025 Technology Pkwy, Suite M, Cedar Falls, Iowa 50613. With respect to any information required to be sent to User under Applicable Law, if Moov receives an electronic notice that Moov is unable to send such information via the email provided by User to Moov due to an incorrect or inoperable email address, then Moov will resend such information via U.S. Postal Service to the physical address provided by User to Moov.

Additional Paper Copies of IRS Forms. In addition to consenting to the electronic delivery of IRS Forms and obtaining electronic copies of such IRS Forms, User may request paper copies of IRS Forms by submitting a written request to Moov (a) by email at [email protected], or (b) by mail at 1025 Technology Pkwy, Suite M, Cedar Falls, Iowa 50613. Moov may charge a fee for providing additional paper copies of IRS Forms to User. Requesting a paper copy of IRS Forms will NOT be considered a withdrawal of User’s consent to the electronic delivery of IRS Forms. User must formally withdraw its consent in accordance with the “Withdrawal of Consent” section below to begin receiving paper copies of future IRS Forms on a regular basis.

Withdrawal of Consent. User’s withdrawal of consent to the electronic delivery of IRS Forms is prospective only, as of the effective date of such withdrawal. User’s withdrawal of consent ensures that future IRS Forms will be delivered to User as a paper document, but does not apply to any document that has already been furnished to User electronically. User may withdraw its consent to the electronic delivery of IRS Forms by providing written notice to Moov (a) by email at [email protected], or (b) by mail at 1025 Technology Pkwy, Suite M, Cedar Falls, Iowa 50613. User’s written notice must state that User is withdrawing its consent to the electronic delivery of IRS Forms and must include User’s taxpayer identification number and name as it appears on User’s applicable Form W-9 or Form W-8. User’s consent will be considered withdrawn on the date that Moov receives User’s written notice. Moov will confirm User’s withdrawal of consent and its effective date in writing.

System Requirements. To access IRS Forms delivered to User electronically, User will need access to hardware and software meeting the following requirements: In order to access and retain Disclosures electronically, you must satisfy the following computer hardware and software requirements: access to the Internet; an email account and related software capable of receiving email through the Internet; supported Web browsing software (Chrome version 32.0 or higher, Firefox version 26.0 or higher, Internet Explorer version 8.0 or higher, or Safari version 7.0 or higher); and hardware capable of running this software. To ensure access and optimal printing of your program documents in PDF format, you must have Adobe Reader. To retain IRS Forms delivered to User electronically, User will need access to a printer or the ability to download the documents. Note that IRS Forms may be required to be printed and attached to User’s federal, state, local, or other income tax return.

CONSENT TO ELECTRONIC DELIVERY OF IRS FORMS (check one of the following):