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Home Ownership Information Worksheet
Home Ownership Information
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Address |
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Ownership structure |
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Date purchased |
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Purchase price |
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Property tax ID # |
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Property taxes on purchase |
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Mortgage information
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Original mortgage |
Refinancing # 1 |
Refinancing #2 |
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Date of mortgage |
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Mortgage amount |
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Lender |
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Account number |
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Type of mortgage |
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Amortization term |
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Origination fees |
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Interest rate |
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Monthly payment |
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Homeowners insurance
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Insurance company |
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Insurance agent |
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Agent phone number |
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Policy number |
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Coverage – structure |
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Coverage – contents |
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Riders |
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Annual premium |
2003 |
2004 |
2005 |
2006 |
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$ |
$ |
$ |
$ |
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2007 |
2008 |
2009 |
2010 |
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$ |
$ |
$ |
$ |
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Claims |
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Property taxes paid |
2003 |
2004 |
2005 |
2006 |
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$ |
$ |
$ |
$ |
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2007 |
2008 |
2009 |
2010 |
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$ |
$ |
$ |
$ |
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Home
Improvement Information
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Date |
Improvement cost |
Improvement details |
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