Information About You and Your House 
Expected Years in House 

Rate of Interest on Savings (e.g. 3.5) 

Income Tax Bracket ( e.g. 27 ) 

Current Value of House (e.g. 225000) 

Loan Information 
Current Loan 
New Loan 
Loan Balance ( New Loan  Calculated Automatically ) 


Interest Rate on Loan (e.g. 7.50) 


Remaining Term / New Loan Term ( in months ) 


Expected Additional Monthly Payment, if any (e.g. 75) 


Optional: Number of Years New Loan is InterestOnly 


Points ( Percent of Loan ) — Check box if charges will be added to loan 


All Other Closing Costs ( Dollar Amount ) — Check box if charges will be added to loan 


Mortgage Insurance Information (if applicable) 
Current Loan 
New Loan 
Type of Loan 


Upfront Mortgage Insurance Premium ( $ ) — Check box if charges will be added to loan



Monthly Mortgage Insurance Payment ( $ )



Appraised Value of House When Current Loan Was Taken Out 


Will Mortgage Insurance be Deductible for You? 
Yes
No 