Mortgage Refinancing

This form should be printed and used as a worksheet.

Mortgage Refinancing

Personal
Marginal Tax Rate
Resale Plan (months)

_________ _

Mortgage Terms
Original Mortgage
Current Mortgage Rate
Original Term (years)
Months Paid

New Mortgage Rate
New Term (years)
Points

$ _
$ _
$ _
$ _
$ _
$ _
$ _

Refinancing Fees
Application
Title
Legal
Other
Points
Total Fees

$ _
$ _
$ _
$ _
$ _
$ _

Analysis

Mortgage Amount
Mortgage Payment

Time to Recover Refinancing Costs

Mortgage Balance at Resale
Principal Repaid to Resale
Total Payments to Resale

Total Interest to Resale
Tax Deduction on Interest
Net Interest Cost to Resale

Interest Savings (Costs)
Total Savings (Costs)

Current

$ _
$ _

_

$ _
$ _
$ _

$ _
$ _
$ _

$ _
$ _

Proposed

$ _
$ _

_

$ _
$ _
$ _

$ _
$ _
$ _

$ _
$ ___________

Other Helpful Forms

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