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.

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. Learn more on our Help Center’s Year-End Tax Statement...

On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else. Other key information on your monthly statement includes year-to-date amounts and your current interest rate.

If you signed the Note but your name isn’t on the year-end tax statement or 1098, here’s why: Only the primary borrower’s Social Security Number is reported. To switch the order of the names and the reporting for future statements, you’ll need to complete an Affiliation Change Ag...

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.

On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else. Other key information on your monthly statement includes year-to-date amounts and your current interest rate.

We’ll send out your monthly statement no later than 2 weeks before the next due date. Whenever needed, you can also view your statement online to find out what you owe and when it’s due. Note: Our secure, automated phone system can also send you a one-time link to view your stateme...

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...