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A borrower's mortgage payment includes principal, interest, taxes, insurance, and a monthly HOA fee collected by the lender. Which components are included in the finance charge calculation?

Correct Answer

A) Principal and interest only

Under Regulation Z Section 1026.4, the finance charge includes the cost of credit. Property taxes, insurance, and HOA fees are specifically excluded as they are not charges for credit but rather property-related costs, even when collected by the lender.

Answer Options
A
Principal and interest only
B
Principal, interest, and insurance only
C
Principal, interest, taxes, and insurance only
D
All components including the HOA fee

Why This Is the Correct Answer

Under Regulation Z Section 1026.4, the finance charge includes the cost of credit. Property taxes, insurance, and HOA fees are specifically excluded as they are not charges for credit but rather property-related costs, even when collected by the lender.

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