The Internal Revenue Service requires California Bank & Trust to provide tax documents to account holders who meet the reporting thresholds as dictated by the IRS. For example, clients with interest bearing checking accounts with an aggregate interest total lower than $10.00 do not receive a tax statement.

Note: Tax documents for a joint account are issued and reported to the IRS only under the Tax Identification Number of that account's primary owner (as reflected in our records). For security reasons, eTax Documents may be viewed only under that primary owner's Online Banking profile.