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Section 11 in subsequent interviews (when there is a record of previously reported owned vehicles) updates information on those previously reported vehicles and collects information about vehicles purchased or disposed of during the reference period.
Do/Does you or your CU still have the following vehicle [provide description]?
Since the first of the reference month, have/has you or your CU purchased or acquired any vehicle that is not used entirely for business? Include those vehicles purchased for your own use or for someone outside your CU. [Have/Has you or your CU purchased or acquired any other vehicles since the first of the reference month?]
* IF YES-
What kind of vehicle was it?
For definitions Information Booklet »
Do/Does you or your CU own any automobiles, trucks, minivans, vans or SUVs which were not used entirely for business?
* IF YES - Read each item on list
Do you own any . . .
For definitions Information Booklet »
Do/Does you or your CU own any other types of vehicles which are not used entirely for business?
* IF YES - Read each item on list
Do you own any . . .
Have/Has you or your CU purchased any [other] vehicles since the first of the reference month for someone outside of your CU?
* IF YES -
What kind of vehicle(s) did you purchase?
Have/Has you or your CU disposed of [any/any automobiles or] other vehicles since the first of the reference month?
* IF YES -
Which kind of vehicle(s) did you dispose of?
What is/was the model year of the vehicle? [enter value] _____________
What is/was the make and model of this vehicle?
* If vehicle make and model is not found, please specify: [enter text] _____________
* Specify: [enter text] _____________
* Specify: [enter text] _____________
What percentage of the mileage was/is counted as a business expense? [enter value] _____________
Was it new or used when acquired?
Was this vehicle purchased from a private individual?
In what month was it purchased? [enter text] _____________
In what year was it purchased? [enter value] _____________
Was any portion of the purchase price financed?
On the first of the reference month, were there remaining loan payments?
Was a trade-in allowance received?
How much? [enter value] _____________
What was the amount paid for the vehicle after [trade-in allowance], rebate, and discount?
*Include destination fee in the price.
[enter value] _____________What was the amount of the cash down payment? [enter value] _____________
Was the source of credit a Home Equity Loan?
How much was borrowed, excluding any interest? [enter value] _____________
What was the interest rate?
*Enter percent including decimal. [enter value] _____________
In what year was or will the first payment be made? [enter value] _____________
In what month was or will the first payment be made? [enter text] _____________
For how many months was the payment contract? [enter value] _____________
What is your monthly payment amount? [enter value] _____________
How did you dispose of the vehicle?
* Specify: [enter text] _____________
In what month was it sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of?[enter text] _____________
If sold, how much did you sell it for? [enter value] _____________
Were you reimbursed for the value of the vehicle?
How much did you receive? [enter value] _____________
Do you expect to be reimbursed for the value of the vehicle?
How much will you receive? [enter value] _____________
Were any final payments made on the loan?
How much was the final payment? [enter value] _____________
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Last Modified Date: April 16, 2009