FDIC-Insured - Backed by the full faith and credit of the U.S. government
Personal
Business Banking
Commercial
Wealth
About Us
Wealth Management
Loans & Credit
Newsroom
Resources

Statement Options

Keep tabs on your accounts with paper or electronic statements.

There's a lot of information we want to share with you.

The most common Beacon Bank documents are monthly account statements that contain details of checking and savings transactions. This information can help you fine tune your household budget and watch out for potential fraud.  

Beacon Bank also provides a variety of deposit notices, loan notices and tax forms. These can be provided as either paper or electronic documents.* 

Combined Statements
  • See information about all of your accounts in one place every month
  • Eliminate multiple statements and reduce the risk of identity theft
  • View deposit account information
  • Maximize the opportunity to move extra funds into savings
  • Request a combined statement by contacting your local financial center or calling us at 800.698.BANK (800.698.2265).
Paperless Statements & Notices
  • Electronic versions of many account documents can be made available to view at any time
  • Access Paperless Statements & Notices from any location through Online Banking and Mobile Banking1
  • Paperless Statements & Notices are delivered faster than those sent through the mail
  • Save to your computer and print only when needed to keep your personal information secure
Deposit Notices
  • Inactive, Dormant, Escheatment Suspect Notice
  • CD Maturity Notice
  • Confirmation of Transaction Notice
  • Excessive Transaction Notice
  • Overdraft Notice
  • Transfer Notice
  • Tax Forms
Loan Notices
  • Paid Loan Notice
  • Principal Balance Charge Advice
  • Projected Extension Notice
  • Advice of Rate Change
  • Reg Z Advice of Rate Change
  • Balloon Payment Notice
  • Pending Change Notice
  • Amortization Schedule
  • Variable Plan Amortization Schedule
  • Charge Advice
  • Fee Charge Advice
  • Last Payment Notice
  • Account Fee Payment Notice
  • Note Fee Bill
  • Note Fee Charge Advice
  • Option Rate Expiration Notice
  • Loan Information Letter
  • Loan Payment Notice
  • Interest Paid By Account Statement
  • Interest Paid by Note Statement
  • Fees Paid by Account Statement
  • Loan Year-to-Date Activity
  • Year-End Tax Solicitation Letter
  • Company Statement
  • Escrow Shortage Notice
  • Escrow Transfer Account
  • Escrow Analysis
  • Escrow Analysis Summary
  • Escrow Adjustment Notice
  • Payoff Notice to Payee
  • Annual Notice for Existing Residential Mortgages
  • Escrow Insurance Expiration Notice
  • Annual Notice for Residential Mortgage Transactions
  • Escrow Insurance Premium Notice
  • Past Due Notice
  • Annual Privacy Notice
Tax Reporting Form
  • 1098
  • 1098-E
  • 1099-A
  • 1099-B
  • 1099-C
  • 1099-DIV
  • 1099-INT
  • 1099-MISC
  • 1099-OID
  • 1099-Q
  • 1099-R
  • 1099-S
  • 1099-SA
  • 5498
  • 5498-ESA
  • 5498-SA
  • Combined 6807/1098
Going Paperless

Paperless delivery provides a more secure, convenient and eco-friendly way to receive your account statements and notices.


  • Access current and past statements on demand on your computer
  • If you wish, download or print your digital statements for your records
  • Reduce the chance of paper statements being lost or stolen from the mail
  • Do your part to make a more sustainable future while reducing paper clutter
Get Started
  • Mobile App: Once logged in, select the "More" at bottom of screen. Click “Go Paperless” on the "More" screen. Follow the directions and click the “Enroll” button to turn on Paperless Statements.
  • Online Banking: Select "Settings" from the dropdown menu under your name on the top right of the screen. Scroll down to "Paperless." Follow the directions and click the “Enroll” button to turn on Paperless Statements.

Questions?

Reach out to our Call Center at 800.698.BANK (800.698.2265) or stop into your nearest Beacon Bank location.

Beacon Bank is a full-service financial institution with branches in MA, CT, VT, NY, and RI.

Disclosures:

* Once you enroll in paperless statements, you are waiving the ability to receive printed statements for all account owners or authorized signers. You also agree to receive regulatory and disclosure notices through the Beacon Bank website. If you wish to withdraw your consent to receive electronic statements, you can do so through Online Banking.

1 A monthly paper statement fee may apply to certain account types. The fee is waived when enrolled in electronic statements. Refer to account disclosures for additional information.