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For a purchase money mortgage with a loan amount of $400,000, which of the following represents the correct method for calculating the APR?

Correct Answer

C) Calculate the rate that equates the amount financed to the present value of all payments

Under TILA/Regulation Z Section 1026.22, the APR is calculated as the rate that, when applied to the amount financed, yields the present value equal to all scheduled payments. This is done using the actuarial method or United States Rule, not simple division or addition of rates and fees.

Answer Options
A
Divide the total finance charge by the loan amount
B
Use the interest rate plus all fees divided by the loan term
C
Calculate the rate that equates the amount financed to the present value of all payments
D
Add the interest rate to the total fees expressed as a percentage

Why This Is the Correct Answer

Under TILA/Regulation Z Section 1026.22, the APR is calculated as the rate that, when applied to the amount financed, yields the present value equal to all scheduled payments. This is done using the actuarial method or United States Rule, not simple division or addition of rates and fees.

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