Home Ownership Information Worksheet

Home Ownership Information 

Address

 

Ownership structure

 

Date purchased

 

Purchase price

 

Property tax ID #

 

Property taxes on purchase

 

Mortgage information

 

Original mortgage

Refinancing # 1

Refinancing #2

Date of mortgage

 

 

 

Mortgage amount

 

 

 

Lender

 

 

 

Account number

 

 

 

Type of mortgage

 

 

 

Amortization term

 

 

 

Origination fees

 

 

 

Interest rate

 

 

 

Monthly payment

 

 

 

 

 

Homeowners insurance

Insurance company

 

Insurance agent

 

Agent phone number

 

Policy number

 

Coverage – structure

 

Coverage – contents

 

Riders

 

Annual premium

2003

2004

2005

2006

 

$

$

$

$

 

2007

2008

2009

2010

 

$

$

$

$

Claims

 

 

 

 

 

 

 

 

 

 

 

 

 

Property taxes paid

2003

2004

2005

2006

 

$

$

$

$

 

2007

2008

2009

2010

 

$

$

$

$

             

 

Home Improvement Information

 

Date

Improvement cost

Improvement details

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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