When your 1098/1099 is available, form differences, and scenarios for year-end tax statements

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We send monthly statements to accounts that are in active bankruptcy (subject to certain limitations under federal law). This includes accounts that have received a discharge order from a bankruptcy court. If you no longer wish to receive a monthly statement, please send a written re...

Paperless description and how to sign upPaperless 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. We’ll email you when an important document becomes available. You c...

The amount on your year-end tax statement is based on disbursements—payments from your escrow account—minus any refunds received. You can verify any amounts paid for taxes and/or insurance by looking at the payment history on your previous monthly statements or by contacting your tax...

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 Cha...

When your 1098/1099 is available, form differences, and scenarios for year-end tax statements

IMPORTANT: You must apply for and obtain documented approval directly from the taxing authority. Approval documentation must then be submitted to us via the Message Center for updates to be made to your escrow account. Make sure the documentation includes the estimated new tax amount...

Learn how to access your year - end tax statement online or by mail, and what information it includes for tax season. You can verify any amounts paid for taxes and/or insurance by looking at the payment history on your previous monthly statements or by contacting your taxing au...

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.