My Everence for Individuals- Filter 5498

Go to my.everence.com and log in. 

Once you log into My Everence for Individuals, click on the "Library" tab. 

Click on the "Product Category" and select Investments and Retirement

Change the Date to "12 months". 

Note: It is important to set the Date filter to 12 months for the 5498 form to appear. The document date will be listed as the last day of the year, so it may not show in your recent documents, and you may need to scroll down to locate it.