Tax worksheet · Free download
Supplemental Property Tax Bill Servicer Contact Sheet
Organize a supplemental tax bill before contacting the servicer so you can document whether it is already in escrow, separately payable, or missing from the servicer record.
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Actual first-page previewSupplemental Property Tax Bill Servicer Contact Sheet
Before you fill it out
What this resource helps you document
Organize a supplemental tax bill before contacting the servicer so you can document whether it is already in escrow, separately payable, or missing from the servicer record.
01Supplemental bill facts
02Regular bill comparison
03Servicer record
04Who is expected to pay
05Written clarification
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 supplemental or corrected tax bill is not automatically an escrow item just because the regular property tax is escrowed; the loan/account setup and servicer records must be checked.
- If a servicer knows a charge that will be an escrow item in the next computation year, Regulation X generally requires that known amount to be used in the estimate.
- A borrower can use an RFI to obtain servicing records or clarify whether the servicer is tracking a particular tax bill.
Use this resource carefully
- Do not pay a supplemental bill yourself solely because it is absent from the annual analysis; first determine whether the servicer is already scheduled to pay it to avoid duplicate payment.
- Record the parcel/account number, tax year, bill type, due date, and whether the taxing authority treats it as separate from the regular bill.
- Ask the servicer for a written answer identifying whether it will pay the bill, from which account, and on what expected date; preserve the response.