Financial Reports

Year End Tax Documents

Copies of your 1098s and 1099s will be mailed in late January.
  • If you have a Digital Banking account, these documents will be made available there as well. At this time, only the primary account holder will have access to these documents. You can locate them under the “Tax Documents” tab under “Documents and Forms”
  • These docuemnts are formatted differently this year due to the upgrading of our loan accounting system. You will receive multiple copies of the same document, much like a W2

Annual Statements in Digital Banking

Annual Statements can be accessed by clicking on documents and forms and clicking the annual statements tab.

Primary borrowers will be able to access their statements through Digital Banking while co-borrowers will not.

With the new “Add a loan” capability in Digital Banking that allows borrowers with multiple borrower entities to link them to one Digital Banking user account, borrowers will also be able to view the annual activity statements for the loans that they add to their Digital Banking account with this feature.

  • Joe Farmer (Primary)
  • Jane Farmer (Co-Borrower)
  • Joes Farm INC (Primary - No other signers)
  • ABC Farms INC (Primary – No other signers)

Scenario #1

Joe Farmer registers for Digital Banking, Joe will be able to see his annual activity statement with his respective loans.

Scenario #2

Jane Farmer registers for Digital Banking, Jane will not be able to see the annual activity statement for their loans.

Scenario #3

Jane Farmer registers for Digital Banking and uses the “add a loan feature” to add Joes Farm INC to their login. Jane Farmer can see the annual activity statement for Joes Farm INC. Jane Farmer cannot see the loans on which she is a co-borrower on.

Scenario #4

Joe Farmer registers for Digital Banking and uses the “add a loan feature” to add Joes Farm INC to their login. Joe Farmer’s annual activity statement will contain the loans for which he is a primary and the loans for Joe Farm INC in one annual activity statement.

Scenario #5

Joes Farm INC registers for Digital Banking and uses the “add a loan feature” to add ABC Farms INC to their login. The annual activity statement in Digital Banking will contain the loans for both entities.

FINANCIAL REPORTS

The financial reports for Colonial Farm Credit are posted here (in PDF format). You can review them online or save them to your computer for printing or reading later. 

Click here for the Unclaimed Equities list.