Checking the Servicing Director End of Year Information for a Loan

Checking the Servicing Director End of Year Information for a Loan

Use the Customer Service End of Year screen to view end of year information for loans and as a starting point to access more detailed end of year figures, such as borrower and mailing address information.

To access the End of Year screen:

  1. Open Customer Service
  2. Locate a loan you want to check.
  3. Click the menu Other > End of Year.
  4. Select the year you want to check.  The most recently completed tax year should be at the top of the list. For example, if the just completed tax year is 2016, then the most recent year listed on the End of Year screen, should be 2016.

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