Section 3, Part F - Owned Living Quarters and Other Owned Real Estate - Mortgages/Lump Sum Home Equity Loans

Section 3, Part F deals with mortgages and home equity loans, including the type of loan, interest rate and term, and amount of payment.

Now I will ask some questions about your "1st/2nd, 3rd, etc." mortgage/lump sum home equity loan. These questions refer to the mortgage/lump sum home equity loan you are currently making payments on.

What was the amount of the mortgage/lump sum home equity loan when you or your CU first obtained it, not including any interest? [enter value] _____________

In what year did you or your CU make the first payment on this mortgage/lump sum home equity loan? [enter value] _____________

In what month did you or your CU make the first payment on this mortgage/lump sum home equity loan? [enter value] _____________

Is this a 30 year mortgage/lump sum home equity loan, a 15 year mortgage/lump sum home equity loan, or something else?

  1. 30-year
  2. 15-year
  3. Something else

* Enter number of years [enter value] _____________

What is the current interest rate on this mortgage/lump sum home equity loan?

* Enter percent including decimal [enter value] _____________

Is this a fixed rate mortgage/lump sum home equity loan?

  1. Yes
  2. No

There are many different kinds of mortgage/lump sum home equity loans. Which one of these comes closest to your or your CU's?

  1. Variable or adjustable rate of interest (ARM)
  2. Interest only
  3. Other - specify

* Specify:[enter text] _____________

On your or your CU's last payment, which of these were included?

* Read each item on list

* Enter all that apply

  1. Principal
  2. Interest
  3. Property taxes
  4. Property insurance
  5. Mortgage guarantee insurance (PMI)
  6. Any other payments - specify
  7. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

How much is your or your CU's mortgage/lump sum home equity loan payment per month? [enter value] _____________

How much of that amount was for principal/interest/ and/or principal and interest? [enter value] _____________

On your or your CU's last payment, which of these were included?

* Read each item on list

* Enter all that apply

  1. Principal
  2. Interest
  3. Property taxes
  4. Property insurance
  5. Mortgage guarantee insurance (PMI)
  6. Any other payments - specify
  7. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

How much was your or your CU's payment on this mortgage/lump sum home equity loan in the reference month? [enter value] _____________

How much of that amount was for principal/interest/ and/or principal and interest? [enter value] _____________

How much was your or your CU's payment on this mortgage/lump sum home equity loan in the second month of the reference month? [enter value] _____________

How much of that amount was for principal/interest/ and/or principal and interest? [enter value] _____________

How much was your or your CU's payment on this mortgage/lump sum home equity loan in the last month of the reference month? [enter value] _____________

How much of that amount was for principal/interest/ and/or principal and interest? [enter value] _____________

End of Section 3F

Go to Section 3 Part H - Owned Living Quarters and Other Owned Real Estate - Line of Credit Home Equity Loan »

Go to Section 3 Part I - Owned Living Quarters and Other Owned Real Estate - Ownership Costs »

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Last Modified Date: April 16, 2009