When and where can I find and download my documents?

Important dates and timing (tax documents)

• 2025 tax forms and annual notices are included with your January billing statement
• If it was not included in your January billing statement, these will be provided no later than January 31, 2026
• If you’re enrolled in paperless statements, your tax documents will be available online instead of being mailed

If the servicing of your loan changed in 2025, you may receive multiple Form 1098s, one from each mortgage servicer. Please contact your prior servicer for assistance with documents for the period they serviced your loan.

 

Locating your Tax Documents

Your loan documents are made available in your online account as they’re issued and will be available no later than 1/31/26. When a document is ready, you can download it directly from the Documents section.

• The fastest way to obtain your document is to download it once it appears in your online account
• If no documents are available yet, check back after 01/31/2026
• Customer service will not have access to your documents before they are uploaded to the website
• Some documents, including tax forms, are added on a set schedule and may not appear immediately

 

Steps to Access your documents

1. Log in to your account
2. Select Documents from the top navigation
3. Locate the document you need

• Only documents that are currently available will appear
• Customer service will not have access to your documents before they are uploaded to the website
   

4. Download the document
   • Select the download option on the document row
   • The file will download to your device so you can save or share it

 

Contact us if…

Please contact us if:

• Your tax documents aren’t available after January 31
• You’re unable to download a document that appears in your account
• You believe a document is missing or incorrect

This article is for general information only and does not change the terms of your loan.