The Commercial Loan Department needs a copy of your 2016 business and personal tax returns, and updated personal and business financial statements to meet regulatory requirements.
Please ask your accountant to mail copies to: CVCU, Attention: Commercial Dept; PO Box 107, Antigo, WI 54409; or send an encrypted e-mail with copies to: firstname.lastname@example.org. For a more secure way to send the documents, upload them to CoVantage Online.Click here to can download the personal financial statement form and business financial statement.
Contact your Commercial Loan Officer with any questions.
Starting on April 1, the CoVantage Variable Rate Account (VRA), our tiered rate account that offers liquidity with the potential to earn a higher rate than other types of savings accounts, will be called a Money Market Account. No features, tiers, or requirements of the account will change – just the name.
CoVantage offers above-market deposit rates on all of our saving products, and our tiered rate account is no exception. Keep in mind we offer even better rates with higher balances - as high as .75% APY.
CoVantage Credit Union will be presenting free home buying seminars at the following locations:
The events are open to anyone looking for more information on the home buying process and the role of a Realtor. The types of mortgages available at CoVantage, including no and low down payment programs, will also be discussed. Attendees do not need to be CoVantage members. A spaghetti dinner will be served following the presentation. To RSVP, register online below or call 715-627-4336, option 4. Space is limited.
Beginning with the 2014 tax year, we no longer mail tax forms to members who receive e-Statements.
Tax forms for all e-Statement enabled accounts will be available through CoVantage Online.
Tax forms are now available
You can retrieve your tax forms by clicking on the “e-Statement” tab in CoVantage Online
and choosing “Tax Forms” from the drop down menu. Tax documents for
2010-2016 will also be available for all e-Statement enabled accounts.
If you have any questions, send a secure message in CoVantage Online or call 715-627-4336, option 4.
Please provide the IRS with your account number in the proper format for direct deposit of your tax refund. See the guidelines below:
To request that your tax refund be deposited into your Checking Account, the transaction need to be presented as a“checking” transaction and requires you to provide your account number in the same format as it appears at the bottom of your checks. This is always a ten-digit number that starts with a “1.” It is found to the right of the number “275976655,” which is the routing number for CoVantage. We recommend using checking whenever possible.
To request that your tax refund be deposited into your Savings Account, your account number must be presented as a 15-digit number. To figure this number you will need:
To put your 15-digit savings account number all together, put a number “1” at the beginning, then put the 10-digit number as explained above, and finally put the 4-digit share ID. Using the above example, an electronic format of an ACH account number for savings is: 100000123450000.
Please call us at 715-627-4336, option 4, if you need assistance.
Visit our Electronic Transactions page to learn more.
The funds from your tax refund can be accessed using a CoVantage debit card or Load n’Go card. Please see a Member Specialist at any location to open one if needed.
Get your tax refund within 3-5 days from the State, and 10 days from the IRS when you e-file your taxes and have your money deposited directly into your CoVantage savings, checking or Load n’Go account. Direct deposit is free, and a great no-cost alternative to a Refund Anticipation Loan (RAL). You may be tempted to get your tax refund using a RAL because of its fast turnaround, but you’ll be charged high interest rates and fees for that convenience. Avoid Refund Anticipation Loans; instead,file your taxes electronically and have your refund direct deposited. It will not cost you a dime!If you would like us to provide you with your account
number in the proper format or have any other questions, call us at 715-627-4336 or 800-398-2667, option 4.