Skip to content

Escrow short year statements

Answered by: 

Doing annual statements is a real pain every month. What can we do to make these easier?

You can issue a short year statement at any time, say in January, and restart that annual clock so that account and others you do a short year statement for, will all now be due in January when you commonly also produce interest statements.


Learn more about Andy Zavoina’s Escrow Rules

First published on 10/17/2021

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics