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IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
What Tax Documents are available online?*
Mortgage Statements for select mortgage loans. (For example, tax documents for California Bank & Trust home loans that are viewable in your online banking profile, such as Home Equity Credit Lines)**
Acquisition or Abandonment of Secured Property
Cancellation of Debt
Dividends and Distributions
Payment from Qualified Education Programs
Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts
Education Savings Account Contributions
* This list of IRS forms currently eligible for the eTax Documents service is subject to change without prior notice. Any type of IRS form that we do not currently offer through the eTax Document service will be sent to you in paper form. If we add a type of IRS form to our eTax Documents service, you will receive notification when it posts to your Online Banking account.
** If we have contracted with another company to help service your mortgage loan, you will continue to be mailed paper 1098 Mortgage Statements. If that account later becomes eligible for eDocuments, you will receive notification when it posts to your Online Banking account.