Follow these steps to select your ViewMyForms delivery settings and send emails to recipients.

1. Go to ViewMyForms > Delivery Settings.
2. Select an authentication factor for recipients.

   • This is what the recipient will need to enter to log in to the ViewMyForms portal and access their forms.

   • You must select at least one, but can select up to two.

3. Select an access code expiration date.

   • This is the date when recipients will no longer be able to log in to the ViewMyForms portal and access their forms.

   • The default expiration date is nine months in the future. Click the Expiration date field or the Calendar icon to select an earlier date.

4. Select your recipient settings.
   Recipients with these setting will receive emails to view their forms in the ViewMyForms portal.
   1. Select a statement type.
   2. Select a recipient type.
      Tip:

      You can select both recipient types.

   3. Optional: Enter a recipient group and Payer TIN and select a state from the Recipient state dropdown to further filter which recipients will be emailed.
5. Click Save and send email. Then click Send on the pop-up.