Know-your-mortgage work sheet

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Important information is scattered on different pages of your adjustable-rate mortgage note.

Our mortgage annotations tool will help you find the information you need. Then you can fill in the blanks of this infobox (PDF file, requires Adobe reader.

Use it as a reference when you discuss your loan with a mortgage lender, or to fill in the blanks of a mortgage calculator.

Know your mortgage
Date of rate change:
Name of the index that the new rate will be based on:
Index rate:
Index rate plus margin:
First-time reset cap:
Periodic cap:
Lifetime cap: