Year-End Tax Statements. Your statement will be available online around the middle of January, leaving you plenty of time to reference it for filing your taxes. If you are not signed up for Paperless, your statement will be mailed to you by January 31st.

Your mortgage’s year - end tax statement ( Form 1098) This is a key tax document that summarizes the previous 12 months of your mortgage expenses. It’s usually something homeowners need when they file their taxes to determine their mortgage interest deduction.

Each January, we provide our customers a year-end tax statement that summarizes key mortgage and tax information from the previous year and includes your IRS Form 1098. It may also be accompanied by a Form 1099, if necessary.

Sending Property Tax Bills. We receive tax bills for escrowed accounts, so you don’t need to send us your copy unless the bill is for delinquent taxes or a supplemental/interim tax.

When We’ll Pay Your Property Taxes. If your loan is escrowed, you can count on us to pay your taxes on time. Your escrow account will be debited about 10 business days before the delinquency date, and we’ll let you know when that happens. Many taxing authorities allow grace periods...

Form 1098 and Form 1099 Differences. The Form 1098 —also known as Mortgage Interest Statement—is used to report the amount of interest and related expenses you paid on your mortgage during the tax year.

Issues with Your Property Taxes. If you have an escrow account and you receive a delinquent tax bill, let us know right away so we can sort out what happened. You can contact us or you can send us the bill.

No matter what state your property is in, you may be eligible for a tax exemption based on state law and the taxing authority’s guidelines. IMPORTANT: You must apply for and obtain documented approval directly from the taxing authority.

California Supplemental Taxes. If your property is in California and the assessor finds a value increase —due to a recent appraisal, improvements, or new construction—you may receive supplemental tax bills on the increased property value.

Paperless means we’ll stop sending your documents in the mail. Instead, you can securely view, download, and/or print them from the “Statements” section of your online account.