When will I receive my 1098 statement for my mortgage?

Your mortgage interest statement (form 1098) is available within digital banking during the month of January and we'll notify you when it's ready. In addition to that:

  • A copy is mailed no later than January 31 and should arrive by mid-February.  
  • You can get this information through our automated phone system at 800-365-7772. We accept relay calls. 

Additional information:

  • Loans with us for the whole year: The 1098 form includes all account activity from January 1 through December 31.
  • Loans with us for part of the year: The 1098 form only includes the time-period in which we serviced it. We won't have access to information prior to our servicing. Typically this happens when a mortgage is refinanced with another bank.

If you have any additional questions or concerns about your tax documents, we encourage you to consult with a trusted tax professional for advice.

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