Why can't I find the information I am looking for on the Financial Tools tab?

Published 03/13/2024

Answer
You may use the Financial Tools tab to inquire about your payment floor status and last three checks paid. When you first access the screen there will be no information displayed. Click the Submit button and information will be retrieved. You will only be able to view financial information for the PTAN associated with the eServices user ID you are logged in under, or the PTAN selected if you have multiple accounts linked to your user ID.

If you have been granted permission, you will see the Financial Forms subtab. You can access finance related forms, such as eCheck and eOffset, from this subtab. Please keep in mind that certain forms may only be available for specific lines of business.


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