Section 3, Part A.1 - Owned Living Quarters and Other Owned Real Estate - Screening Questions for Interviews 2 through 5 (If New Consumer Unit Go to Part A.2 )Section 3, Part A.1, when there are owned properties on record from previous interviews, is used to update information such as changes in existing mortgages or home equity loans, payments on home equity lines of credit, and any new mortgages or home equity loans. --- Property Described Before ---- Do/Does you or your CU still own the property described before? Are/Were any of the expenses for this property deducted as business, farm, or rental expenses? What percent of the expenses for this property are (were) deducted? [enter value] _____________ What was the reason for the change in your mortgage/lump sum home equity loan?
* Enter number of years.[enter text] _____________ Is this a fixed rate mortgage/lump sum home equity loan? * Specify:[enter text] _______________ 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] _______________ What is the current interest rate for this mortgage/lump sum home equity loan? *Enter percent including decimal [enter value] _______________ On your or your CU's last payment, which of these things were included? * Enter all that apply
For definitionsInformation Booklet » * Specify:[enter text] _______________ How much is your or your CUs mortgage/lump sum home equity loan payment per month? [enter value] _______________ How much of that amount is for principal/interest/principal and interest? [enter value] _______________ In what month did [you pay off your mortgage/lump sum home equity
loan] How much was your or your CUs payment on this mortgage/lump sum home equity loan in the reference month?[enter value] _______________ How much of that amount is for principal/interest/principal and interest?[enter value] _______________ How much was your or your CUs payment on this mortgage/lump sum home equity loan in 2nd month of the reference period?[enter value] _______________ How much of that amount is for principal/interest/principal and interest?[enter value] _______________ How much was your or your CUs payment on this mortgage/lump sum home equity loan in last month (of the reference period?)[enter value] _______________ How much of that amount is for principal/interest/principal and interest?[enter value] _______________ What was the total amount paid in the reference month?[enter value] _______________ What was the total amount paid in the 2nd month of the reference period?[enter value] _______________ What was the total amount paid in last month (of the reference period?)[enter value] _______________ How much was owed before the last payment?[enter value] _______________ Do not include reverse mortgages.Was this a mortgage or home equity loan? There are two basic types of home equity loans: Which type more closely describes this new home equity loan? Did you have any other new mortgages or home equity loans for this property?
What kind of property(ies) is this new property or real estate? * Enter all that apply
For definitionsInformation Booklet » How many second homes, vacations homes or recreational properties, including timeshares?[enter value] ____________ * Exclude right-to-use timeshares, vacation clubs, or destination clubs.How many were unimproved land with no buildings on it? [enter value] ____________ How many other properties? [enter value] ____________ Go to Section 3 Part B - Owned Living Quarters and Other Owned Real Estate - Detailed Property Description» Go to CE CAPI Survey Instrument Home Page »
Last Modified Date: September 4, 2008 |
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