Understanding the Termination Date [Banks & Banking]: Key Insights

Definition & Meaning

The termination date refers to a specific point in time concerning mortgage loans. It is defined differently for fixed-rate and adjustable-rate mortgages:

  • Fixed-rate mortgage: The termination date is when the principal balance of the mortgage is scheduled to reach 78 percent of the property's original value, based on the initial amortization schedule.
  • Adjustable-rate mortgage: Here, the termination date is when the principal balance is scheduled to reach 78 percent of the original value, according to the current amortization schedule, regardless of the outstanding balance at that time.

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Real-world examples

Here are a couple of examples of abatement:

Here are a couple of examples to illustrate the concept of a termination date:

  • If a homeowner has a fixed-rate mortgage of $200,000, the termination date would be when the mortgage balance is scheduled to reach $156,000 (78 percent of $200,000) based on the original amortization schedule.
  • For an adjustable-rate mortgage, if the current balance is $180,000 but the amortization schedule indicates that it will reach $156,000 on a certain date, that date is considered the termination date. (hypothetical example)

Comparison with related terms

Term Definition Key Differences
Termination Date The date when a mortgage balance is scheduled to reach 78 percent of the property's original value. Specific to mortgage loans; varies by mortgage type.
Payoff Date The date when the total mortgage balance is paid off. Refers to complete repayment, not a percentage.
Maturity Date The final date by which the loan must be fully repaid. Focuses on loan term rather than balance percentage.

What to do if this term applies to you

If you are a homeowner or potential buyer, it's important to understand your mortgage's termination date. Here are steps you can take:

  • Review your mortgage documents to identify your termination date.
  • Consult with your lender if you have questions about your amortization schedule.
  • Consider using US Legal Forms for templates that can help you manage related mortgage documents.
  • If you encounter complex issues, seek advice from a legal professional.

Quick facts

Attribute Details
Typical mortgage types Fixed-rate, adjustable-rate
Percentage threshold 78 percent of original property value
Legal reference 12 USCS § 4901 (18)

Key takeaways

Frequently asked questions

When you reach the termination date, you may be eligible to cancel your private mortgage insurance (PMI), depending on your loan terms.