fee details form - south state bank · fee details form borrower name: investor loan number: were...

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Page 1: Fee Details Form - South State Bank · Fee Details Form Borrower Name: Investor Loan Number: Were any of the points and fees paid to an affiliate of the broker and/or lender on this

Fee Details FormBorrower Name: Investor Loan Number:

Were any of the points and fees paid to an affiliate of the broker and/or lender on this transaction? Yes No If Yes, list names of affiliates paid in association with this transaction below:

Affiliate Company Name Paid By/ Paid To Key

Affiliate Company Name O Other

Affiliate Company Name L Lender

Affiliate Company Name BR Broker

Affiliate Company Name AL Affiliate of Lender

Affiliate Company Name AB Affiliate of Broker

S Seller

Total Fees Paid to Broker

Total Fees Paid to Lender

Total Fees Paid to AffiliateTotal Fees POC

HOEPA APR

DescriptionFHA MIP

Comparable Factor (%)

Bona Fide Discount

Points (%)

Fully Adjusted Par Rate

APOR at Time

Rate Is Set

$Amount Paid By Paid To

Amount of Fee Excluded from

HOEPA/QM

Amount of Fee Excluded from State High Cost

Broker Comp at Time Int. Rate is Set

Broker Comp from final HUD-1

Bona Fide Discount Points

Refundable Conventional Upfront MI Premium

HUD Line # Fee Name Financed Included in APR

$Amount

Paid By Paid ToAmount of Fee Excluded from

HOEPA/QM

Amount of Fee Excluded from State High Cost

HUD Line # Fee Name Financed Included in

APR $

Amount Paid By Paid ToAmount of Fee Excluded from

HOEPA/QM

Amount of Fee Excluded from State High Cost

HUD Line # Fee Name Financed Included in

APR $

Amount Paid By Paid ToAmount of Fee excluded from

HOEPA/QM

Amount of Fee excluded from State High Cost

HUD 1000 Series Fee Itemization Paid Outside of Closing (POC)

Paid Outside of Closing (POC)

HUD 900 Series Fee Itemization

HUD 800 Series Fee Itemization Final HUD-1 Fee Itemization:

Affiliated Business Relationship Information:

Amount of PPP included in Fees

Summary:

Paid Outside of Closing (POC)

Total Loan Amount

Other Fees Itemization:

Total Fees Paid By Lender/ Broker/Seller (credits)

Total Fees Included in HOEPA/QM Test

Total Fees Excluded from HOEPA/QM Test

Page 2: Fee Details Form - South State Bank · Fee Details Form Borrower Name: Investor Loan Number: Were any of the points and fees paid to an affiliate of the broker and/or lender on this

Fee Details Form

HUD Line # Fee Name Financed Included in

APR $

Amount Paid By Paid ToAmount of Fee excluded from

HOEPA/QM

Amount of Fee excluded from State High Cost

HUD Line # Fee Name Financed Included in

APR $

Amount Paid By Paid ToAmount of Fee excluded from

HOEPA/QM

Amount of Fee excluded from State High Cost

HUD Line # Fee Name Financed Included in

APR $

Amount Paid By Paid ToAmount of Fee excluded from

HOEPA/QM

Amount of Fee excluded from State High Cost

HUD 1300 Series Fee Itemization

HUD 1100 Series Fee Itemization

HUD 1200 Series Fee Itemization

Paid Outside of Closing (POC)

Paid Outside of Closing (POC)

Paid Outside of Closing (POC)