You can change how you receive your 1099 forms at any time. This article explains how to update your delivery preference or mailing address for paper deliveries, and what to expect when making changes.

How to Update Your Delivery Preference

For Wallet Users

1. Open the app and go to the Account tab
2. Select Tax section
3. Choose your preferred delivery method (Electronic or Paper)
4. Save your changes

For Direct Users

1. Log in to your account
2. Navigate to Account → Taxes
3. Select Preferred Delivery Method
4. Click Edit
5. Choose your preferred delivery method and save

How to Update Your Mailing Address for Paper Delivery

If you've selected paper delivery and need to update your mailing address:

For Wallet Users (Mobile App)

1. Open the app and go to the Account tab
2. Select Tax section
3. Edit your W-9 tax details to update your mailing address
4. Save your changes

For Direct Users

1. Log in to your account
2. Navigate to Account → Taxes
3. Click Edit on your W-9 tax details
4. Update your mailing address
5. Save your changes

How to Withdraw E-Delivery Consent If You Cannot Access Your Account

We are required to confirm all delivery preference changes in writing. If you're unable to access your account and need to withdraw your electronic delivery consent, please contact our support team via chat or email at support@branchapp.com.

Once we receive your request, we'll update your preference to paper delivery and respond via chat or email to confirm.

Please note: We can only update your delivery preference from electronic to paper through this process. If you wish to switch back to e-delivery, you'll need to log in to your account and update your preference there, as electronic delivery requires specific attestations.

When Will My Updated Delivery Preference Take Effect?

Your updated delivery preference will apply to any future 1099 forms filed through our system. It will not apply to previous filings or filings that are currently in progress unless you explicitly state this in your request to support.

System Requirements for Electronic Delivery

To access your 1099 forms electronically, you'll need:

• A desktop, laptop, tablet, or smartphone with internet access
• A stable internet connection (broadband or Wi-Fi recommended)
• A current version of one of the following browsers (Make sure cookies and JavaScript are enabled in your browser settings):
  • Google Chrome
  • Mozilla Firefox
  • Safari
  • Microsoft Edge

• A PDF viewer to open and print your 1099 form (most modern browsers have this built in)
• Ensure you can access the email account associated with your profile to receive notifications

Additional Information

• Always access your 1099 from a trusted device and secure network
• If you experience issues viewing or downloading your form, try clearing your browser cache or switching browsers
• You can request a paper copy of your 1099 form at any time, even if you previously consented to electronic delivery

Still need help?

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Related Article:

• Does Branch provide my tax documentation?

Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.