Statement worksheet · Free download
Same-Servicer Short-Year Escrow Statement Review Sheet
Use this when the same mortgage servicer changes the escrow computation year or analysis month and sends a short-year statement without a servicing transfer or payoff.
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Actual first-page previewSame-Servicer Short-Year Escrow Statement Review Sheet
Before you fill it out
What this resource helps you document
Use this when the same mortgage servicer changes the escrow computation year or analysis month and sends a short-year statement without a servicing transfer or payoff.
01Old computation year
02Short-year end date
03History covered
04New projection
05New annual cycle
Federal baseline to check
Use the form with the rule, not instead of the rule.
These templates organize facts and records. They do not create a borrower right that the underlying regulation, loan terms, investor rules, or state law does not provide.
- A servicer may issue a short-year statement to end one escrow computation year early and establish a new computation-year schedule.
- A short-year statement is generally due within 60 days after the short year ends.
- The existence of a short year is not itself evidence of an error; the statement should still allow the account history and new projection to be reconciled.
Use this resource carefully
- Record the old computation-year dates and the new start date so you can check whether deposits or disbursements were omitted or duplicated in the transition.
- Do not compare a short-year total directly with a 12-month total without normalizing the covered period.
- If the short year followed a servicing transfer, also check the transfer-specific requirements because the old and new servicers have separate statement duties.