General Personal Solutions Frequently Asked Questions
How do I remove a joint owner from my account?
Visit any Desert Financial branch or contact Member Experience Center (602) 433-7000 for details.
When should I expect to receive my year-end dividend statement?
Year-end statements are mailed out by January 31 to account holders who received $10 or more in dividends. If you receive paper account statements, you can expect to receive your tax documents via postal mail in early to mid-February. Members who opted to receive eStatements can access the applicable tax documents via Online Banking.
What tax resources does Desert Financial Offer?
Desert Financial offers helpful tools, tips and suggestions to make things easier for you during tax time, including:
- Speak to one of our representatives about an Individual Retirement Account (IRA)
- Save on time and money by filing your return with TurboTax. Members of Desert Financial are able to save on TurboTax Federal products.
- For detailed information regarding tax forms or the status of your return, please visit the www.irs.gov or http://www.azdor.gov/ websites for the IRS or Arizona Department of Revenue
- Help protect your assets for yourself and your family with estate planning, such as a trust. Simply call (602) 336-5531 or click here to set up an appointment with a representative.