Tiptree.io Electronic Disclosure Notice for Tax Forms

We are required by the IRS to provide users with a Form 1099-K each year if their earnings surpass $600 in the previous calendar year. Upon providing your W-9 information to Tiptree.io, you may consent to receive an electronic version of your 1099-K. By doing so, you acknowledge and agree to the following:

✔ Ability to View and Read PDF files: You confirm that you can view and read PDF files. Most web browsers and several programs, including Adobe Acrobat Reader, allow you to view, download, and print PDF files.

✔ Electronic Receipt of Form 1099-K: Consenting to receive Form 1099-K electronically means you will not receive a paper copy unless specifically requested. You will be notified via the email address in your account when your Form 1099-K is available electronically. This document will be accessible through your Tiptree.io account for one year from the date it is posted, and you may save or print it for your records.

✔ Paper Copy Requests: Requesting a paper copy of your Form 1099-K does not nullify consent for future electronic deliveries unless explicitly withdrawn. To request a paper copy, contact us or mail to:

Tiptree.io Attn: Tax Department Re: Request for 1099-K in paper form 20096 Hamlet Lane Lakeville, MN 55044

Include your full name, phone number, and the last four digits of your Taxpayer Identification Number. State clearly that you wish to obtain a paper copy of your tax statement without withdrawing consent for future electronic forms.

✔ Withdrawing Consent: You may withdraw your consent to receive electronic tax forms at any time by unchecking the consent box on your Tax Info page or by contacting us. Alternatively, mail your withdrawal request to the address above. Include your full name, phone number, and the last four digits of your Taxpayer Identification Number. The withdrawal will take effect within 5-10 business days of receipt and will not apply to forms already delivered electronically. You will receive email confirmation once your withdrawal is processed, and all future tax forms will be sent via the US Postal Service.