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Consumer Expenditure Surveys
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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 householdrrently making payments on.
What was the amount of the mortgage/lump sum home equity loan when you or your household first obtained it, not including any interest? [enter value] _____________
In what year did you or your household make the first payment on this mortgage/lump sum home equity loan? [enter value] _____________
In what month did you or your household 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?
* 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?
There are many different kinds of mortgage/lump sum home equity loans. Which one of these comes closest to your or your household's?
* Specify:[enter text] _____________
On your or your household's last payment, which of these were included?
* Read each item on list
* Enter all that apply
- Principal
- Interest
- Property taxes
- Property insurance
- Mortgage guarantee insurance (PMI)
- Any other payments - specify
- Don't know
For definitions Information Booklet »
* Specify:[enter text] _____________
How much is your or your household'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 household's last payment, which of these were included?
* Read each item on list
* Enter all that apply
- Principal
- Interest
- Property taxes
- Property insurance
- Mortgage guarantee insurance (PMI)
- Any other payments - specify
- Don't know
For definitions Information Booklet »
* Specify:[enter text] _____________
How much was your or your household'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 household'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 household'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 I - Owned Living Quarters and Other Owned Real Estate - Ownership Costs »
Go to CE CAPI Survey Instrument Home Page »
Last Modified Date: April 3, 2013