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In a 5/1 “hybrid” adjustable-rate mortgage (ARM), the initial interest rate is f

ID: 2715556 • Letter: I

Question

In a 5/1 “hybrid” adjustable-rate mortgage (ARM), the initial interest rate is fixed for 5 years, then is adjusted annually. (You usually pay “points” up front at closing in exchange for the “rate lock” for the first 5 years.) Suppose that you buy a house with a $ 340000, 30 year mortgage with a 5/1 ARM with initial rate of 4.5%; and suppose that five years later, the interest rate goes up to 8.9%.

Use the Bankrate amortization schedule online to determine what your monthly payment was, originally, at 4.5%? Monthly Payment =

What is your new payment? (Careful: the amount of the loan is no longer $ 340000 and you only have 25 years to pay it off.) New Monthly Payment =

Explanation / Answer

As per the Bank rate amortization schedule online-

Monthly payment is $1722.73

Computaion of Balance principle amount after 5 years Month Payment Opening payable Interest@4.5% Principle paid 1 $             1,722.73 340000 $1,275.00 $   447.73 2 $             1,722.73 $    3,39,552.27 $1,273.32 $   449.41 3 $             1,722.73 $    3,39,102.86 $1,271.64 $   451.09 4 $             1,722.73 $    3,38,651.77 $1,269.94 $   452.79 5 $             1,722.73 $    3,38,198.98 $1,268.25 $   454.48 6 $             1,722.73 $    3,37,744.50 $1,266.54 $   456.19 7 $             1,722.73 $    3,37,288.31 $1,264.83 $   457.90 8 $             1,722.73 $    3,36,830.41 $1,263.11 $   459.62 9 $             1,722.73 $    3,36,370.79 $1,261.39 $   461.34 10 $             1,722.73 $    3,35,909.45 $1,259.66 $   463.07 11 $             1,722.73 $    3,35,446.39 $1,257.92 $   464.81 12 $             1,722.73 $    3,34,981.58 $1,256.18 $   466.55 13 $             1,722.73 $    3,34,515.03 $1,254.43 $   468.30 14 $             1,722.73 $    3,34,046.73 $1,252.68 $   470.05 15 $             1,722.73 $    3,33,576.68 $1,250.91 $   471.82 16 $             1,722.73 $    3,33,104.86 $1,249.14 $   473.59 17 $             1,722.73 $    3,32,631.27 $1,247.37 $   475.36 18 $             1,722.73 $    3,32,155.91 $1,245.58 $   477.15 19 $             1,722.73 $    3,31,678.76 $1,243.80 $   478.93 20 $             1,722.73 $    3,31,199.83 $1,242.00 $   480.73 21 $             1,722.73 $    3,30,719.10 $1,240.20 $   482.53 22 $             1,722.73 $    3,30,236.57 $1,238.39 $   484.34 23 $             1,722.73 $    3,29,752.22 $1,236.57 $   486.16 24 $             1,722.73 $    3,29,266.06 $1,234.75 $   487.98 25 $             1,722.73 $    3,28,778.08 $1,232.92 $   489.81 26 $             1,722.73 $    3,28,288.27 $1,231.08 $   491.65 27 $             1,722.73 $    3,27,796.62 $1,229.24 $   493.49 28 $             1,722.73 $    3,27,303.13 $1,227.39 $   495.34 29 $             1,722.73 $    3,26,807.78 $1,225.53 $   497.20 30 $             1,722.73 $    3,26,310.58 $1,223.66 $   499.07 31 $             1,722.73 $    3,25,811.52 $1,221.79 $   500.94 32 $             1,722.73 $    3,25,310.58 $1,219.91 $   502.82 33 $             1,722.73 $    3,24,807.77 $1,218.03 $   504.70 34 $             1,722.73 $    3,24,303.06 $1,216.14 $   506.59 35 $             1,722.73 $    3,23,796.47 $1,214.24 $   508.49 36 $             1,722.73 $    3,23,287.98 $1,212.33 $   510.40 37 $             1,722.73 $    3,22,777.58 $1,210.42 $   512.31 38 $             1,722.73 $    3,22,265.26 $1,208.49 $   514.24 39 $             1,722.73 $    3,21,751.03 $1,206.57 $   516.16 40 $             1,722.73 $    3,21,234.87 $1,204.63 $   518.10 41 $             1,722.73 $    3,20,716.77 $1,202.69 $   520.04 42 $             1,722.73 $    3,20,196.72 $1,200.74 $   521.99 43 $             1,722.73 $    3,19,674.73 $1,198.78 $   523.95 44 $             1,722.73 $    3,19,150.78 $1,196.82 $   525.91 45 $             1,722.73 $    3,18,624.87 $1,194.84 $   527.89 46 $             1,722.73 $    3,18,096.98 $1,192.86 $   529.87 47 $             1,722.73 $    3,17,567.11 $1,190.88 $   531.85 48 $             1,722.73 $    3,17,035.26 $1,188.88 $   533.85 49 $             1,722.73 $    3,16,501.41 $1,186.88 $   535.85 50 $             1,722.73 $    3,15,965.56 $1,184.87 $   537.86 51 $             1,722.73 $    3,15,427.70 $1,182.85 $   539.88 52 $             1,722.73 $    3,14,887.83 $1,180.83 $   541.90 53 $             1,722.73 $    3,14,345.93 $1,178.80 $   543.93 54 $             1,722.73 $    3,13,801.99 $1,176.76 $   545.97 55 $             1,722.73 $    3,13,256.02 $1,174.71 $   548.02 56 $             1,722.73 $    3,12,708.00 $1,172.66 $   550.07 57 $             1,722.73 $    3,12,157.93 $1,170.59 $   552.14 58 $             1,722.73 $    3,11,605.79 $1,168.52 $   554.21 59 $             1,722.73 $    3,11,051.58 $1,166.44 $   556.29 60 $             1,722.73 $    3,10,495.29 $1,164.36 $   558.37 After 5 years/60 months $    3,09,936.92 Therefore after 5 yaers payable amount $3,09,936.92 Interest rate is 8.90% Number of years remaining left are 25 years. If the above figures are inserted in the online calculator you will get monthly installment of $2579.79 Therefore, new monthly installment after 5 years is $2,579.79
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