Important Information About Your Informed Consent to Receive Electronic Tax Documents
The Purpose and Effect of Your Consent
We are required to give you “in writing” certain tax statements related to transactions in your account. You are entitled to receive those documents on paper. With your affirmative consent, we can provide the documents to you electronically instead (“Electronic Tax Documents”). The information below will help you understand the conditions and requirements relating to the Upstart Electronic Tax Documents program. You can always find the most up-to-date version of this important information at https://www.upstart.com/legal_agreements.
Electronic Tax Documents specific to your account will be available online after you log in for up to two (2) years from the date of initial delivery.
You indicate your consent by clicking “I consent” or other button indicating assent to, or acceptance of, the conditions and requirements relating to the Upstart Electronic Tax Documents program, and we record your consent. If you do not provide consent, we will send you paper copies. Your consent will be effective until you cancel your enrollment in the Upstart Electronic Tax Documents.
By providing consent, you confirm that you have the ability to access the Upstart site on the web, and the ability to open, view, save, retain, and print PDF documents as described below. This demonstrates that you can receive the tax documents we will deliver to you. You also confirm that you have provided a valid email address as part of the Upstart Electronic Tax Documents enrollment process. The email address that you provide shall be used to send notifications regarding the tax documents.
Our Contact Information to Request Paper Documents or Ask Questions
After you provide your consent, you may still request paper documents. Contact invest@upstart.com for such requests or ask questions.
To Withdraw Your Consent
You may withdraw your consent to receive tax documents electronically by emailing us at invest@upstart.com; by calling us at (650) 204-1000 during our operating hours 9:00 AM PT to 5:00 PM PT, each Monday through Friday that are Business Days; or by writing to us via regular mail at Upstart Network, Inc., P.O. Box 1503, San Carlos, CA 94070. If you withdraw your consent to receive tax documents electronically, we reserve the right to charge you additional fees for paper copies. Allow 7 business days for processing.
Electronic Notification When Upstart Electronic Tax Documents are Ready
We deliver a tax document to you by sending an email to let you know it is available. The email will contain a link to a website where you can access the document after you login.
You acknowledge that we may amend this policy at any time by posting a revised version on our website. If we make a material change to this policy we will also send a notice to your registered email address.
Last Update: December 15, 2016