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Escrow Cushion Calculator

Your mortgage servicer holds a cushion on your escrow account — up to 2 months of escrow items under RESPA. This calculator sizes the cushion and the max escrow balance above which refunds are required.

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RESPA max is 2 months

Monthly escrow deposit

$717

RESPA cushion held

$1,433

Max escrow balance

$2,150

above this triggers refund

Annual escrow items

$8,600

How the math works

Under RESPA, servicers can hold at most 2 months of escrow items as a cushion above the monthly deposit. If the escrow analysis shows a surplus above cushion plus monthly, the servicer must refund the excess (if over $50) or apply it to payments.

The 2-month cushion protects the servicer from tax/insurance payment timing shortfalls and from unexpected premium increases. Some state laws restrict cushion further (Vermont and others). Your payment coupon typically shows the cushion explicitly.

How to Use

  1. Enter annual property tax and homeowners insurance.
  2. Enter any additional escrow items (flood, HOA, mortgage insurance).
  3. Enter cushion months — 2 is the max under federal law.

Frequently Asked Questions

Why does the servicer keep a cushion?

To protect against tax or insurance premium increases between escrow analyses and to cover timing mismatches between your monthly deposits and the annual/semiannual payment of tax and insurance. Protects servicer from having to advance funds.

What triggers a cushion refund?

Annual escrow analysis (servicer does once/year, federally required). If surplus exceeds $50 above cushion + monthly, servicer refunds. Smaller surpluses are held or applied to next payment.

Can I ask for more or less cushion?

Less, potentially. Some states (Vermont, e.g.) cap cushion below 2 months. You can request cushion reduction with some servicers but most decline outside state law. More cushion isn't allowed under RESPA.

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