Articles related to the category "Personal Finance"

125% Loan 16th Amendment 2-1 Buydown 2-Step Mortgage 2/28 Adjustable-Rate Mortgage (2/28 ARM)28/36 Rule 3-2-1 Buydown Mortgage 3-6-3 Rule 3/27 Adjustable-Rate Mortgage (ARM)341 Meeting 401(a) Plan 401(k) Plan 403(b) Plan 408(k) Plan 412(i) Plan 419(e) Welfare Benefit Plans 457 Plan 5 by 5 Power in Trust 5 C's of Credit 5-Year Rule 5/1 Hybrid Adjustable-Rate Mortgage (5/1 Hybrid ARM)5/6 Hybrid Adjustable-Rate Mortgage (5/6 Hybrid ARM)501(c)(3) Organization 529 Plan 60-Plus Delinquencies 80-10-10 Mortgage 90-Day Letter A-B Trust A-Credit AARP ABA Transit Number Abandonment Clause Abbreviated New Drug Submission (ANDS)Abeyance Ability to Repay ABLE (Achieving a Better Life Experience) Account Above-the-Line Deduction Absentee Landlord Absolute Beneficiary Absolute Pollution Exclusion Absolute Title Abstract Of Title Abusive Tax Shelter ACA Health Insurance Marketplace Accelerated Amortization Accelerated Benefits Accelerated Death Benefit (ADB)Accelerated Option Accelerated Payments Acceleration Clause Acceleration Covenant Accelerative Endowment Acceptance of Office by Trustee Acceptor Accessory Dwelling Unit (ADU)Accident and Health Benefits Accident Year Experience Accidental Death and Dismemberment (AD&D) Insurance Accidental Death Benefit Account Account Activity Account Aggregation Account Balance Account Freeze Account History Account Hold Account in Trust Account Inquiry Account Number Account Reconcilement Account Statement Accountable Care Organizations (ACOs)ACCRA Cost Of Living Index (COLI)Accrued Benefits Accrued Monthly Benefit Accumulated Income Payments (AIP)Accumulated Value Accumulation Option Accumulation Phase Accumulation Unit Acquittance Act of God Active Income Active Participant Status Active Retention Active Trust Activity Charge Actual Authority Actual Cash Value Actual Deferral & Actual Contribution Percentage Tests (ADP/ACP)Actuarial Age Actuarial Deficit Actuarial Life Table Actuarial Valuation Actuarial Value Ad Valorem Tax Add To Cash Value Option Add-On Interest Additional Cardholder Additional Child Tax Credit Additional Collateral Additional Death Benefit Additional Expense Coverage Additional Living Expense (ALE) Insurance Additional Personal Allowance Additional Voluntary Contribution (AVC)Address Verification Service (AVS)Adequate Notice Adjustable Life Insurance Adjustable Premium Adjustable-Rate Mortgage (ARM)Adjusted Cost Base (ACB)Adjusted Gross Estate Adjusted Gross Income (AGI)Adjusted Premium Method Adjusted Underwriting Profit Adjuster Adjustment Bureau Adjustment Credit Adjustment Date Adjustment Frequency Administration Bond Administrator Admitted Company Advance Directive Advance Dividend Advance Funded Pension Plan Advance Funding Advance Premium Mutual Advance Rate Advanced Internal Rating-Based (AIRB)Advanced Premium Tax Credit Adverse Action Adverse Credit History Adverse Possession Adversely Classified Asset Affidavit of Title Affiliate Fraud Affinity Card Affordable Market Value (AMV)After Tax Operating Income (ATOI)After-Tax Contribution After-Tax Income Aftermarket Parts Against All Risks (AAR)Agency by Necessity Agent Bank Aggregate Deductible Aggregate Extension Clause (AEC)Aggregate Level Cost Method Aggregate Limits Reinstatement Aggregate Mortality Table Aggregate Product Liability Limit Agreed Amount Clause Agreement Corporation Air Loan Airport Tax Alaska Trust Act Alienation Clause Alimony Alimony Payment All Risks All-In Coverage All-In-One Mortgage All-Risks Coverage Alliance of American Insurers (AAI)Allied Healthcare Professional Liability Insurance Allocated Benefits Allocated Loss Adjustment Expenses (ALAE)Allonge Allowance for Bad Debt Alt-A Altered Check Alternate Beneficiary Alternative Documentation Alternative Fuels Tax Credit Alternative Methods of Payment (AMOP)Alternative Minimum Tax (AMT)Alternative Mortgage Instrument (AMI)Alternative Mortgage Transaction Parity Act (AMTPA)Alternative Motor Vehicle Credit Alternative Risk Financing Facilities Alternative Tax Net Operating Loss (ATNOL)Amended Return Amenity American Agency System American Association Of Insurance Services (AAIS)American Bankers Association (ABA)American Bankruptcy Institute (ABI)American Council of Life Insurers (ACLI)American Express Card American Institute of Banking (AIB)American Opportunity Tax Credit (AOTC)American Taxpayer Relief Act Of 2012 Amortization Schedule Amortized Loan Amount Financed Amount Recognized an Incontestability Clause Ancillary Benefits Animal Mortality Insurance Anniversary Rating Date (ARD)Annual Addition Annual ARM Cap Annual Clean-Up Annual Dividend (Insurance)Annual Equivalent Rate (AER)Annual Exclusion Annual Investment Allowance (AIA)Annual Mortgage Statement Annual Percentage Rate (APR)Annual Renewable Term (ART) Insurance Annualized Income Annualized Income Installment Method Annuitant Annuitization Annuitization Method Annuitization Phase Annuity Annuity Certain Annuity Consideration Annuity Contract Annuity Due Annuity Factor Method Annuity in Advance Annuity in Arrears Annuity Ladder Annuity Method of Depreciation Annuity Table Annuity Unit Any-Occupation Policy Applicable Federal Rate (AFR)Application of Retention Appraisal Appraisal Fraud Appraised Value Appraiser Archer MSA Architects and Engineers (A&E) Liability Coverage ARM Conversion Option ARM Index ARM Margin Arrearage Arrears Article XII Company Assessable Profit Assessed Value Assessment Assessor Asset Liquidation Agreement (ALA)Asset Management and Disposition Agreement (AMDA)Asset Protection Trust (APT)Asset Specialist Asset-Based Lending Assignor Assisted Living Associate Bank Associate in Information Technology (AIT)Association of British Insurers (ABI)Assumable Mortgage Assumed Interest Rate (AIR)Assumption Clause At-Risk Rules Attained Age Authorization Date Authorization Only Authorized Amount Authorized Investment Authorized Transaction Auto Enrollment Plan Auto Insurance Automated Teller Machine (ATM)Automated Underwriting Automated Valuation Model (AVM)Automatic Bill Payment Automatic Premium Loan Automatic Rollover Automatic Savings Plan Automatic Stay Automatic Transfer of Funds Automatic Transfer Service (ATS)Autonomous Consumption Availability Float Availability Schedule Available Balance Available Credit Available Seat Miles (ASM)Avalize Average Collected Balance Average Daily Balance Method Average Daily Float Average Indexed Monthly Earnings (AIME)Average Outstanding Balance Average Propensity to Consume Aviation Accident Insurance Away From Home B/C Loan Back Taxes Back-End Ratio Back-to-Back Commitment Back-to-Back Deductible Back-to-Back Letters of Credit Backdoor Roth IRA Backup Withholding Bad Bank Bad Check Bad Credit Bad Debt Recovery Bailee's Customers Insurance Balance Chasing Balance Protection Balance Reporting Balance Transfer Fee Balance-To-Limit Ratio Balloon Loan Balloon Mortgage Balloon Payment Bancassurance Bank Bank Administration Institute (BAI)Bank Card Bank Card Association Bank Confirmation Letter (BCL)Bank Credit Bank Debits Bank Deposits Bank Draft Bank Endorsement Bank Examination Bank Failure Bank Fees Bank Giro Transfer Bank Guarantee Bank Holding Company Bank Holiday Bank Identification Number (BIN)Bank Insurance Bank Letter of Credit Policy Bank Levy Bank of First Deposit (BOFD)Bank Rating Bank Reconciliation Statement Bank Reserves Bank Run Bank Statement Bank Wire Bank-Owned Life Insurance (BOLI)Bankable Funds Bankers' Bank Banknote Bankruptcy Bankruptcy Abuse Prevention and Consumer Protection Act (BAPCPA)Bankruptcy Court Bankruptcy Discharge Bankruptcy Financing Bankruptcy Trustee Banque D'Affaires Bare Trust Bare Walls Coverage Bargain Sale to a Charitable Organization Barings Bank Base I Basic Reparations Benefits Basket Retention Batch Credit Card Processing Batch Header Record BAX Contract Baycorp Advantage Beacon (Pinnacle) Score Behavior-Based Repricing Below-Market Interest Rate (BMIR)Belt and Suspenders Benefactor Beneficial Interest Beneficiary Beneficiary Clause Beneficiary of Trust Benefit Allocation Method Benefit Allowance Benefit Offset Benefits Payable Exclusion Benefits Received Rule Bequest Best and Final Offer Best Efforts Mortgage Lock Bid Deduct Bidding War Bilateral Extended Reporting Period Provision Bill Presentment Billing Statement Bills Payable Bimonthly Mortgage Biotechnology Biotechnology Intellectual Property Rights Bitcoin IRA Biweekly Mortgage Black Box Insurance Black Liquor Tax Credit Blank Endorsement Blanket Insurance Blanket Mortgage Blind Taxpayer Blind Trust Blue Book Boat Owners' Insurance Bona Fide Error Bona Fide Foreign Resident Book Runner Book Transfer Boomerang Children Bounced Check Boutique Bracket Creep Branch Automation Branch Banking Breadwinner Breakeven Tax Rate Breakeven Yield Breaking the Buck Breaking The Syndicate Breeder's Insurance Policy Bridge Bank Bridge Insurance Bridge Loan Broad Evidence Rule Broad Form Insurance Broad Form Personal Theft Insurance Broker of Record Broker Price Opinion (BPO)Broker's Open House Brokerage Window Brokered Certificate of Deposit (CD)Brokered Deposit Budget Building and Loan Association (B&L)Building Ordinance Coverage Building Society Bullet Bullet GIC Bullet Loan Bullet Repayment Bullet Transaction Bungalow Burial Insurance Bursary Award Bush Tax Cuts Business Auto Coverage Form Business Credit Card Business Expenses Business Guarantee Buy Here Pay Here (BHPH)Buy-Up Buyback Deductible Buydown Buyout Settlement Clause Cafeteria Plan Caisse Populaire Call Deposit Account Call Loan CalPERS CAMELS Rating System Canada Mortgage and Housing Corporation (CMHC)Canada Pension Plan (CPP)Canadian Council Of Insurance Regulators (CCIR)Canadian Royalty Trust (CanRoy)Cancelable Insurance Canceled Check Cancellation of Debt (COD)Canine Liability Exclusion Cap Capital Buffer Capital Cost Allowance (CCA)Capital Gains Exposure (CGE)Capital Gains Tax Capital Gains Treatment Capital Loss Carryover Capital Purchase Program (CPP)Capitalized Cost Reduction Capitated Contract Capitation Payments Car Allowance Rebate System (CARS)Car Title Loan Card Reader Card Recovery Bulletin Card-Not-Present Fraud Card-Present Fraud Cardholder Agreement Carding Caribbean Development Bank (CDB)Carryover Basis Carryover Provision Carte Blanche Case Management Cash Advance Cash Back Cash Balance Pension Plan Cash Basis Loan Cash Basis Taxpayer Cash Card Cash Concentration and Disbursement (CCD)Cash Distribution Per Unit (CDPU)Cash Equity Cash for Clunkers Cash or Deferred Arrangement (CODA)Cash Refund Annuity Cash Reserves Cash Surrender Value Cash Value Accumulation Test (CVAT)Cash Value Life Insurance Cash-Out Refinance Cashier’s Check Casualty and Theft Losses Casualty Insurance Catastrophe Accumulation Catastrophe Hazard Catastrophe Insurance Catastrophic Health Insurance Catastrophic Illness Insurance Catch-Up Contribution Catfishing Caveat Emptor CD Ladder Ceded Reinsurance Leverage Ceiling Central Provident Fund (CPF)Certain and Continuous Certificate of Deposit (CD)Certificate of Insurance (COI)Certificate of Need (CON)Certified Annuity Specialist (CAS)Certified Check Cestui Que Vie Chain Banking Channeling Chaplain Malpractice Insurance Chapter 11 Chapter 12 Chapter 13 Character Loan Charge Card Charge-Off Charge-Off Rate (Credit Card)Chargeable Gain Chargeback Chargeback Period Charitable Contributions Deduction Charitable Donation Charitable Gift Annuity Charitable Gift Life Insurance Charitable Lead Trust Charitable Remainder Annuity Trust (CRAT)Charitable Remainder Trust Chartered Advisor for Senior Living (CASL)Chartered Bank Chartered Trust And Estate Planner Chattel Chattel Mortgage Chattel Mortgage Non-Filing Insurance Cheap Money Check Check Conversion Check Hold Check Representment Check Routing Symbol Checkable Deposits Checkbook Checking Account Checkless Society Child and Dependent Care Credit Child Tax Credit Children’s Health Insurance Program (CHIP)China’s National Social Security Fund (NSSF)Chip Card Chip-And-PIN Card Chip-and-Signature Card Christmas Club Citizen Test Civil Service Retirement System (CSRS)Claims Reserve Class 1 Insurance Classified Loan Clean Sheeting Clean-Up Requirement Cleanup Fund Clear Title Cleared Funds Clearing House Automated Payments System (CHAPS)Cliff Vesting Clifford Trust Closed-End Credit Closed-End Lease Closed-end Mortgage Closing Closing Costs Closing Statement CLUE Report Clunker CMG Plan Co-Applicant Co-Borrower Co-Branded Card Co-Mortgagor Co-Tenancy Clause Codicil Coinsurance Coinsurance Formula Coinsurer Collateral Collateral Source Rule Collateral Value Collateralization Collateralized Borrowing and Lending Obligation - CBLO Collection Agency Collection-Proof Collective Investment Fund (CIF)Collision Damage Waiver (CDW)Collision Insurance Combination Loan Combined Physical Damage Coverage Combined Ratio Combined Statement Commercial and Industrial (C&I) Loan Commercial Bank Commercial Health Insurance Commingled Trust Fund Commissioner of Banking Commissioners' Annuity Reserve Valuation Method (CARVM)Commitment Fee Committed Credit Line Common Law Property Community Development Financial Institution (CDFI)Community Income Community Reinvestment Act (CRA)Commutation Commuting Expenses Company-Owned Life Insurance (COLI)Comparative Interest Rate Method Comparative Market Analysis Comparative Negligence Compensating Balance Compensatory Damages Competitive Bid Option Complete Guide to Estate Planning Composite Rate Compound Interest Comprehensive Glass Policy Comprehensive Insurance Concealment Concentration Account Concentration Bank Concurrent Insurance Conditional Binding Receipt Conditional Offer Conditional Prepayment Rate (CPR)Condominium Condominium Fee Condotel Conduit IRA Conference of State Bank Supervisors (CSBS)Confirmed Letter of Credit Conforming Loan Conforming Loan Limit Conservatorship Consolidated Omnibus Budget Reconciliation Act (COBRA)Consortium Bank Conspicuous Consumption Constant Default Rate (CDR)Construction Interest Expense Construction Mortgage Constructive Discharge Claim Constructive Sale Rule, Section 1259 Constructive Total Loss Consumer And Business Lending Initiative (CBLI)Consumer Bankers Association (CBA)Consumer Credit Consumer Credit Delinquency Bulletin (CCDB)Consumer Credit File Consumer Interest Consumer Reports Consumption Smoothing Consumption Tax Contactless Payment Contingency Clause Contingent Annuitant Contingent Beneficiary Continuation Statement Contributory Value Controlled Insurance Program (CIP)Convenience Check Convenience Fee Convenience of Employer Test Convention Statement Conventional Mortgage or Loan Conventional Subrogation Conversion Privilege Convertible ARM Convertible Insurance Conveyance Conveyance Tax Cooperative Insurance Copay Core Capital Core Deposits Corporate Agent Corporate Ownership of Life Insurance (COLI)Corporate Pension Plan Corporation Correspondence Audit Correspondent Bank Corridor Deductible Cosign Cost of Attendance (COA)Cost of Funds Cost of Savings Index (COSI)Cost-of-Living Adjustment (COLA)Cost-Sharing Reductions (CSRs)Coterminous Counseling Liability Countermand Country Club Billing Country Exposure Lending Survey Country Limit Court Order Acceptable for Processing (COAP)Covenant Covenant Not To Execute Covenant-Lite Loan Cover Note Coverage Trigger Coverdell Education Savings Account (ESA)Covered Earnings Credibility Theory Credit Credit Agency Credit Agreement Credit Application Credit Bureau Credit Card Credit Card Accountability, Responsibility, and Disclosure Act of 2009 Credit Card Arbitrage Credit Card Authentication Credit Card Authorization Key Credit Card Authorized User Credit Card Balance Credit Card Blocks Credit Card Cloning Credit Card Debt Credit Card Dump Credit Card Encryption Credit Card Funding Credit Card Posting Credit Card Teaser Rate Credit Control Credit Counseling Credit Criteria Credit Denial Credit Event Credit Facility Credit Fraud Alert Credit Freeze Credit History Credit Inquiry Credit Insurance Credit Life Insurance Credit Limit Credit Mix Credit Monitoring Service Credit Muling Credit Netting Credit Quality Credit Rating Credit Reference Credit Repair Credit Repair Organizations Act (CROA)Credit Report Credit Reporting Agency Credit Review Credit Risk Credit Score Credit Scoring Credit Shelter Trust (CST)Credit Union Credit Union National Association (CUNA)Credit Utilization Ratio Creditable Coverage Creditworthiness Crop-Hail Insurance Cross Collateralization Cross-Border Financing Cross-Liability Coverage Crossed Check Crown Loan Crummey Power Crummey Trust Crystallization Cumulative Exposure Cumulative Interest Curb Appeal Currency Transaction Report (CTR)Current Account Savings Account (CASA)Current Index Value Current Liquidity Current Service Benefit Curtesy Custodial Agreement Custodial Care Custodian Custom Adjustable Rate Debt Structure (CARDS)Customer Information File (CIF)Cut-Off Score Cy Pres Doctrine Cyber Monday Day Cycle DB(k) Plan Deadbeat Deadweight Loss Of Taxation Dealer Financing Death Benefit Death Taxes Debit Balance Debit Card Debit Memorandum Debris Removal Insurance Debt Avalanche Debt Buyer Debt Cancellation Contract (DCC)Debt Collector Debt Consolidation Debt Fatigue Debt Loading Debt Relief Debt Snowball Debt-to-Limit Ratio Debtor in Possession (DIP)Decamillionaire Deceased Account Deceased Alert Decedent Decedent (IRD) Deduction Declaration Of Trust Declaratory Judgment Decreasing Term Insurance Decree of Foreclosure and Sale Deductible Deduction Deed in Lieu of Foreclosure Deed of Reconveyance Deed of Release Deed of Surrender Defalcation Default Probability Default Rate Default Risk Defeasance Clause Defeasance Process Defective Title Deferment Period Deferred Acquisition Costs (DAC)Deferred Annuity Deferred Availability Deferred Compensation Deferred Gain On Sale Of Home Deferred Interest Deferred Interest Mortgage Deferred Payment Annuity Deferred Profit Sharing Plan (DPSP)Deferred Tax Asset Deferred Tax Liability Deficiency Deficiency Balance Deficiency Judgment Deficit Net Worth Defined Contribution (DC) Plan Defined-Benefit Plan Delayed Annuity Delayed Disbursement Delayed Draw Term Loan Delinquency Rate Delinquent Account Credit Card Delinquent Mortgage Demand Deposit Demand Draft Demand Note Dependent Dependent Care Flexible Spending Account (FSA)Deposit Deposit Interest Rate Deposit Multiplier Deposit Slip Depository Depository Transfer Check Depreciable Property Derogatory Information Descriptive Billing Descriptive Statement Designated Beneficiary Designated Roth Account Determination Letter Digital Wallet Direct Consolidation Loan Direct Deposit Direct Rollover Direct Transfer Directors and Officers (D&O) Liability Insurance Disability Income (DI) Insurance Disability Insurance Disbursement Disclaimer Trust Disclosure Statement Discount Points Discover Card Discrete Compounding Discretionary ARM Discretionary Beneficiary Discretionary Expense Discretionary Income Disposable Income Disqualifying Income Dissaving Distressed Borrower Distributable Net Income (DNI)Distribution-in-Kind Dividend Imputation Dividend Tax Credit Domestic Relations Order – DRO Domicile Donee Beneficiary Donor-Advised Fund Dormancy Fee Dormant Account Double Advantage Safe Harbor (DASH) 401(k)Double Taxing Double-Cycle Billing Doubtful Loan Dower Down Payment Downshifting Drawdown Percentage Drawee Dread Disease Rider Dry Closing Dry Loan Dual Income, No Kids (DINK)Dual Rate Income Tax Dual-Status Taxpayer Dually Employed With Kids (DEWKS)Due-on-Sale Clause Duty Free Dynasty Trust Early Withdrawal Earned Income Earned Income Tax Credit (EITC)Earned Premium Earnings Allowance Earnings Credit Rate (ECR)Earnings Withholding Order eCash Economic Man Economic Value of Equity (EVE)Education IRA Education Loan Education Tax Credit Educator Expense Deduction Effects Test Eldercare Elective-Deferral Contribution Electronic Bill Payment & Presentment (EBPP)Electronic Check Electronic Check Presentment (ECP)Electronic Federal Tax Payment System (EFTPS)Electronic Filing (E-File)Electronic Money Electronic Transfer Account (ETA)Eligible Automatic Contribution Arrangements (EACAs)Eligible Rollover Distribution Elimination Period Elite Status Email Money Transfer (EMT)Embedded Value Embossed Card Emergency Credit Emergency Fund Employee Contribution Plan Employee Retirement Income Security Act (ERISA)Employee Savings Plan (ESP)Employee Stock Ownership Plan (ESOP)Employee Trust Fund Employer Identification Number (EIN)Employer-Sponsored Plan (ESP)EMV Encore Career Encroachment End Loan Endorsement Endowment Endowment Loan Energy Improvement Mortgage Energy Tax Credit Engel's Law Enrolled Agent (EA)Entrance Fee Equal Credit Opportunity Act (ECOA)Equated Monthly Installment (EMI)Equitable Distribution Equity-Indexed Universal Life Insurance Equivalent Annual Annuity Approach (EAA)Equivalent Flat Rate Error Resolution Escheat Escrow Agent Estate Estate Freeze Estate Tax Estimated Tax Eurobank European Bank for Reconstruction and Development (EBRD)European Banking Authority (EBA)European Life Settlement Association (ELSA)European Medicines Agency (EMA)Event Of Default Evergreen Loan Eviction Ex Gratia Payment Exception Item Excess Accumulation Penalty Excess Judgment Loss Excess Loan Excess of Loss Reinsurance Excess Reserves Excise Tax Exclusive Listing Executor Executrix Exempt Income Exemption Exemption Trust Exit Visa Exoneration Exordium Clause Exotic Mortgage Expatriate Expatriation Tax Expedited Funds Availability Act (EFAA)Expense Constant Expired Card Exposure at Default (EAD)Exposure Trigger Extended IRA Extender Clause Facultative Reinsurance FAFSA Award Letter Fair and Accurate Credit Transactions Act (FACTA)Fair Credit Billing Act (FCBA)Fair Credit Reporting Act (FCRA)Fair Debt Collection Practices Act (FDCPA)Fair Housing Act Fake Claims FAKO Score Fallout Risk Family Income Rider Family Offices Farm Income Farmers Home Administration (FmHA)FDIC Insured Account Federal Credit Union – FCU Federal Deposit Insurance Corporation (FDIC)Federal Direct Loan Program Federal Employee Retirement System (FERS)Federal Financial Institutions Examination Council (FFIEC)Federal Home Loan Bank (FHLB) System Federal Home Loan Bank Act Federal Housing Administration (FHA) Loan Federal Income Tax Federal Savings and Loan (S&L)Federal Savings And Loan Insurance Corporation (FSLIC)Federal Subsidy Recapture Federal Tax Brackets Federal Tax Lien Federal Telephone Excise Tax FHA 203(k) Loan FHA Streamline Refinance FICO FICO 8 FICO Score Fiduciary Negligence Field Audit File and Suspend Filing Extension Filing Status Final Return for Decedent Finality of Payment Finance Charge Financial Cooperative Financial Elder Abuse Financial Health Financial Inclusion Financial Independence, Retire Early (FIRE)Financial Infidelity Financial Institution (FI)Financial Literacy Financial Power of Attorney Financial Quota Share Financial Supermarket Financial Therapy Financing Financing Squeeze Finder's Fee Fire Insurance Firewall First Dollar Coverage First Mortgage First Notice of Loss (FNOL)First-Loss Policy First-Time Homebuyer First-Time Homebuyer Tax Credit Fixed Amortization Method Fixed and Variable Rate Allowance (FAVR)Fixed Annuitization Method Fixed Annuity Fixed Debenture Fixed Interest Rate Fixed-Rate Certificate of Deposit (CD)Fixed-Rate Mortgage Fixed-Rate Payment Fixing-up Expenses Flat Benefit Formula Flat Tax Fleet Cards Flexible Expense Flexible Payment ARM Flexible Spending Account (FSA)Float Time Floater Insurance Floating Interest Rate Flood Insurance Floor Limit Floor Planning Flow-Through Entity Follow the Settlements For Sale by Owner (FSBO)Forbearance Forced Retirement Foreclosure Foreclosure Action Foreclosure Filing Foreign Bank Branch Foreign Deposits Foreign Earned Income Exclusion Foreign Housing Exclusion And Deduction Foreign Items Foreign Sales Corporation (FSC)Foreign Tax Credit Foreign Tax Deduction Foreign Transaction Fee Forensic Audit Form 1040 Form 1040-A Form 1040-X, Amended U.S. Individual Income Tax Return Form 1040EZ Form 1045 Form 1065 Form 1078 Form 1095-A Form 1095-B Form 1095-C Form 1098 Form 1099-B Form 1099-INT Form 1099-MISC Form 1099-Q Form 1099-R Form 1120-S Form 1310 Form 2106-EZ Form 211 Form 2439 Form 2848 Form 3903 Form 4070 Form 4070A Form 4506, Request for Copy of Tax Return Form 4563 Form 4684 Form 4797 Form 5405 Form 6251 Form 6252 Form 6781 Form 706 Form 706-NA Form 8282 Form 8283 Form 8283-V Form 8379 Form 8396 Form 843 Form 8606 Form 8689 Form 8857 Form 8891 Form W-2 Form W-9 Forward Averaging Forward Forward Found Money Fractional Gift Fractional Reserve Banking Fraternal Organization Freddie Mac—Federal Home Loan Mortgage Corp. (FHLMC)Free and Clear Free Application for Federal Student Aid (FAFSA)Free File Fillable Tax Forms Free Look Period Free of Particular Average (FPA)Free Reserves Friction Cost Friendly Loan Front-End Debt-to-Income (DTI) Ratio Frozen Account Frugalista Full Retirement Age (FRA)Full-Recourse Debt Full-Time Student Fully Amortizing Payment Fully Drawn Advance Fully Funded Fully Indexed Interest Rate Fully Vested Funded Status Funding Cover Furnisher Future Advance Future Dating Future Income Taxes Future Purchase Option Future Value of an Annuity G.I. Bill Gambling Loss Gap Insurance Gas Guzzler Tax General Business Credit (GBC)General Examination Generation-Skipping Trust (GST)Ghetto Gift Gift Card Gift Causa Mortis Gift in Trust Gift Inter Vivos Gift Letter Gift Splitting Gift Tax Gift Tax Return Gifted Stock Gnomes of Zurich Goal-Based Investing Gold IRA Golden Coffin Good Credit Good Faith Estimate (GFE)Good Student Discount Government National Mortgage Association (Ginnie Mae)Government Pension Fund of Norway (GPFN)Government-Sponsored Retirement Arrangement (GSRA)Grace Period Grace Period (Credit)Graded Vesting Graduated Payment Mortgage (GPM)Graduated Vesting Grandfathered Health Plan Grant-in-Aid Grantor Retained Annuity Trust (GRAT)Grantor Trust Rules Green Monday Gross Debt Service Ratio (GDS)Gross Estate Gross Negative Fair Value (GNFV)Gross-Income Test Ground-Rent Arrangement Group Banking Group Carve-Out Plan Group Health Insurance Group Life Insurance Group Term Life Insurance Group Universal Life Policy Group-Home Care Groupon Growing-Equity Mortgage (GEM)Guaranteed Death Benefit Guaranteed Investment Contract (GIC)Guaranteed Investment Fund (GIF)Guaranteed Issue Life Insurance Guaranteed Lifetime Withdrawal Benefit (GLWB)Guaranteed Loan Guaranteed Minimum Accumulation Benefit (GMAB)Guaranteed Minimum Income Benefit (GMIB)Guaranteed Minimum Pension (GMP)Guaranteed Minimum Withdrawal Benefit (GMWB)Guaranteed Renewable Policy Guarantor Guardian IRA Guide to Philanthropy Gulf Opportunity Zone Haircut Halloween Massacre Hammer Clause Hard Inquiry Hardship Exemption Hardship Withdrawal Hawala Hazard Insurance Hazardous Activity Head of Household (HOH)Health Insurance Health Insurance Portability and Accountability Act (HIPAA)Health Maintenance Organization (HMO)Health Plan Categories Health Reimbursement Arrangement (HRA)Health Savings Account (HSA)Healthcare Power of Attorney (HCPA)Heir Heroes Earned Retirement Opportunities Act (HERO)High Street Bank High-Deductible Health Plan (HDHP)High-Net-Worth Individual (HNWI)High-Ratio Loan Highly Compensated Employee (HCE)HIPAA Waiver of Authorization Historic Structure Hobby Loss Holdovers Holographic Will Home Home Affordable Modification Program (HAMP)Home Affordable Refinance Program (HARP)Home Banking Home Buyers' Plan (HBP)Home Equity Home Equity Conversion Mortgage (HECM)Home Equity Loan Home Inspection Home Lien Home Modification Home Mortgage Home Mortgage Disclosure Act (HMDA)Home Office Home Office Expense Home Warranty Homeowner Affordability and Stability Plan (HASP)Homeowners Association (HOA) Fee Homeowners Insurance Homeowners Protection Act Homestead Exemption Hope Credit HOPE for Homeowners Hope Now Alliance Horizontal Equity Hospital Insurance Trust Fund Hot Money Hourly Clause House Poor House Swap Household Expenses Household Income Housing Choice Voucher Program Housing Expense Ratio Housing Unit HSA Custodian Hurricane Insurance Hybrid Annuity Hybrid ARM Hypothecation Identity Fraud Reimbursement Program Identity Theft Idle Funds Immediate Beneficiary Immediate Family Immediate Payment Annuity Immediate Variable Annuity Impaired Credit Impaired Insurer Implied Warranty of Habitability Impose In Escrow Status In-House Financing In-Service Withdrawal Incentive Trust Incidental Expenses (IE)Incidents of Ownership Inclusion Amount Income Income Annuity Income Basket Income Exclusion Rule Income in Respect of a Decedent (IRD)Income Property Mortgage Income Shifting Income Splitting Income Spreading Income Tax Income Tax Payable Income Trust Income-Sensitive Repayment (ISR)Incorporated Trustee Incremental Tax Incurred But Not Reported (IBNR)Indemnity Indemnity Insurance Independent 401(k)Independent Community Bankers of America (ICBA)Independent Insurance Agents and Brokers of America (IIABA)Indexed Annuity Indexed Earnings Indexed Rate Indirect Loan Indirect Rollover Indirect Tax Individual Development Account (IDA)Individual Retirement Account (IRA)Individual Retirement Annuity Individual Tax Return Industrial Bank Inflation-Protected Annuity (IPA)Inflexible Expense Inheritance Inheritance Tax Inherited IRA Inherited Stock Initial Interest Rate Initial Interest Rate Cap Initial Rate Period Injury-In-Fact Trigger Innocent-Spouse Rule Insider Lending Insolvency Installment Debt Institute for Divorce Financial Analysts (IDFA)Institutional Deposits Corporation (IDC)Instructing Bank Insurance Insurance Bond Insurance Claim Insurance Company Credit Rating Insurance Coverage Insurance Coverage Area Insurance Fraud Insurance Grace Period Insurance Inflation Protection Insurance Premium Insurance Score Insurance Trust (ILIT)Insurance Underwriter Insured Financial Institution Integrated Pension Plan Intentionally Defective Grantor Trust (IDGT)Inter-American Development Bank (IDB)Inter-Vivos Trust Interbank Call Money Market Interbank Deposits Interbank National Authorization System (INAS)Interchange Rate Interest Deduction Interest Rate Cap Structure Interest Rate Ceiling Interest Rate Floor Interest Rate Reduction Refinance Loan (IRRRL)Interest Sensitive Liabilities Interest Shortfall Interest-Crediting Methods Interest-Only ARM Interest-Only Mortgage Interest-Sensitive Assets Internal Revenue Code (IRC)Internal Revenue Service (IRS)International Bank Account Number (IBAN)International Banking Act of 1978 International Reserves Interstate Banking Intestacy Intestate IntraFi® Network Deposits Investment in the Contract Involuntary Conversion IOU IRA Adoption Agreement and Plan Document IRA Rollover IRA Transfer Irrevocable Beneficiary Irrevocable Income-Only Trust (IIOT)Irrevocable Letter of Credit (ILOC)Irrevocable Trust IRS Form 4868 IRS Form 4952 IRS Form 706-GS(D)IRS Form 8949 IRS Notice 433 IRS Publication 1244 IRS Publication 15 IRS Publication 17 IRS Publication 225 or Farmer's Tax Guide IRS Publication 463 IRS Publication 5 IRS Publication 501 IRS Publication 503 IRS Publication 509 IRS Publication 516 IRS Publication 517 IRS Publication 519 IRS Publication 524 (Credit for the Elderly or the Disabled)IRS Publication 525 IRS Publication 529 (Miscellaneous Deductions)IRS Publication 530 IRS Publication 531 IRS Publication 536 IRS Publication 544 IRS Publication 550 IRS Publication 551 - Basis Of Assets IRS Publication 552 IRS Publication 556 IRS Publication 560 IRS Publication 561 IRS Publication 570 IRS Publication 571 IRS Publication 575 IRS Publication 590 IRS Publication 590-A IRS Publication 590-B IRS Publication 721 IRS Publication 908 IRS Publication 929 IRS Publication 939 IRS Publication 970 Islamic Banking Issue-Age Policy Issuer Identification Number (IIN)Itemized Deduction Jewelry Floater Jitter Johannesburg Interbank Average Rate (JIBAR)Joint Joint Account Joint and Several Liability Joint and Survivor Annuity Joint Credit Joint Life With Last Survivor Annuity Joint Owned Property Joint Return Joint Return Test Joint Tenancy Joint Tenants in Common (JTIC)Joint-Life Payout Judgment Lien Judgment Proof Judgmental Credit Analysis Judicial Foreclosure Jumbo Certificate of Deposit (CD)Jumbo Loan Junior Mortgage Junk Fees Keep and Pay Keogh Plan Kids in Parents' Pockets Eroding Retirement Savings (KIPPERS)Knuckle-Buster KSOP L Share Annuity Class Land Contract Land Lease Option Land Value Tax (LVT)Landlord Landominium Last Will and Testament Late Fee Lead Bank Lead Reinsurer Lease Lease Balance Lease Extension Lease Option Leased Bank Guarantee Legacy Costs Legacy Planning Legal Lending Limit Legal List Legal Separation Lehman Formula Lemon Lemon Laws Lender Lending Facility Lessee Lessor Letter of Credit Level Death Benefit Level Payment Mortgage Level-Premium Insurance Leveraged Loan Levy Liability Car Insurance Liability Driven Investment (LDI)Liability Insurance Liar Loan Lien Sale Life Annuity Life Estate Life Expectancy Life Expectancy Method Life Income Plan Life Insurance Guide to Policies and Companies Life Option Life Settlement Life-Cycle Hypothesis (LCH)Lifeline Account Lifelong Learning Plan Lifestyle Creep Lifestyle Inflation Lifetime Cap Lifetime Cost Lifetime Learning Credit (LLC)Lifetime Payout Annuity Lifetime Reserve Days Limited Common Element Limited Liability Company (LLC)Limited Partnership (LP)Limited Purpose Flexible Spending Arrangement (LPFSA)Limited Purpose Trust Company Limited Recourse Debt Limited Service Bank Line of Business Limitations Line of Credit (LOC)Linked Savings Account Linked Transfer Account Liquefaction Liquid Certificate of Deposit (CD)Liquidity Cushion Lis Pendens List Price Living Trust Living Will Loan Loan Application Fee Loan Commitment Loan Committee Loan Constant Loan Grading Loan Lock Loan Loss Provision Loan Modification Loan Officer Loan Production Office (LPO)Loan Register Loan Servicing Loan Shark Loan Strip Loan-to-Value (LTV) Ratio Local Tax Lock Period Lockbox Banking Locked-in Interest Rate Locked-in Retirement Account (LIRA)Lodging Expenses Lombard Rate Long-Term Capital Gain or Loss Long-Term Care (LTC) Insurance Long-Term Care Ombudsman Long-Term Incentive Plan (LTIP)Longtime Homebuyer Tax Credit Loss And Loss-Adjustment Reserves To Policyholders' Surplus Ratio Loss Given Default (LGD)Loss Payee Loss Settlement Amount Lost Policy Release Low/No Documentation Loan Luhn Algorithm Lump-Sum Distribution Lump-Sum Payment Luxury Automobile Limitations Luxury Item Luxury Tax M-Pesa Magnetic Ink Character Recognition (MICR) Line Magnetic Stripe Card Main Home Maintenance Expenses Making Home Affordable Management Risk Mandatory Distribution Mandatory Mortgage Lock Manifestation Trigger Manufactured Housing (MH)Margin Debt Margin Loan Availability Marital Property Marital Trust Marriage Penalty Married Filing Jointly Married Filing Separately Mass Merchandising Master Certificate Mastercard Match-Rate Funds Matching Contribution Material Participation Tests Matured RRSP Maturity Guarantee Maximum Loan Amount Maximum Loan-To-Value Ratio McMansion Means Test Medicaid Medical Cost Ratio (MCR)Medical Expenses Medical Identity Theft Medical Payments Coverage (MedPay)Medical Savings Account (MSA)Medical Underwriting Medicare Medicare Advantage Medicare and Medicaid Fraud Medicare Hold Harmless Provision Medicare Part A Medicare Part B Premium Medicare Part D Medicare Star-Rating System Medicare Supplement Insurance Medicare Wages Medigap Member of Household Member Payment Dependent Note Merchant Account Merchant Agreement Merchant Bank Merchant Category Codes (MCC)Merchant Discount Rate Message Authentication Code (MAC)Micro Savings Microcredit Microfinance Microinsurance Middle Class Middle Office Mileage Allowance Military Bank Military Clause Mill Levy Mill Rate Millennials Mini-Branch Mini-Miranda Rights Minimum Balance Minimum Deposit Minimum Down Payment Minimum Essential Coverage Minimum Finance Charge Minimum Monthly Payment Minimum Spend Minimum-Interest Rules Mirror Fund Miscellaneous Tax Credits Missent Item Mobile Wallet Modified Accelerated Cost Recovery System (MACRS)Modified Adjusted Gross Income (MAGI)Modified Endowment Contract (MEC)Money Center Banks Money Factor Money Market Account (MMA)Money Market Account Xtra (MMAX)Money Market Yield Money Order Money Purchase Pension Plan Money-at-Call Month-to-Month Tenancy Monthly Treasury Average (MTA) Index Moody's Morbidity Rate Morris Plan Bank Mortality and Expense Risk Charge Mortgage Mortgage Accelerator Mortgage Allocations Mortgage Application Mortgage Banker Mortgage Bankers Association (MBA)Mortgage Bond Mortgage Broker Mortgage Company Mortgage Constant Mortgage Credit Certificates Mortgage Electronic Registration System—MERS Mortgage Equity Withdrawal Mortgage Equity Withdrawal (MEW)Mortgage Excess Servicing Mortgage Fallout Mortgage Forbearance Agreement Mortgage Fraud Mortgage Index Mortgage Insurance Mortgage Interest Mortgage Interest Deduction Mortgage Originator Mortgage Par Rate Mortgage Participation Certificate Mortgage Pipeline Mortgage Pool Mortgage Putback Mortgage Rate Mortgage Rate Lock Mortgage Rate Lock Deposit Mortgage Rate Lock Float Down Mortgage Recast Mortgage Servicing Rights (MSR)Mortgagee Mortgagor Mossack Fonseca Moving Expenses Multibank Holding Company Multiline Insurance Multiple Listing Service (MLS)Multiple Support Agreement Musawamah Mutual Exclusion Doctrine Mutual Savings Bank (MSB)Mutual Will Named Beneficiary Named Perils Insurance Policy Nanny Tax National Association of Estate Planners and Councils (NAEPC)National Association of Federal Credit Unions (NAFCU)National Association Of Mortgage Brokers (NAMB)National Average Wage Index (NAWI)National Bank National Bank Surveillance System (NBSS)National Credit Union Administration (NCUA)National Foundation for Credit Counseling (NFCC)National Issuers National Pensions Reserve Fund (NPRF)Natural Guardian NCUA-Insured Institution Needs Approach Negative Amortization Negative Equity Negative Float Negative Gap Negative Information Negative Pledge Clause Negative Points Negatively Amortizing Loan Negotiable Certificate of Deposit (NCD)Negotiable Instrument Negotiable Order of Withdrawal (NOW) Account Nest Egg Net Advantage to Leasing (NAL)Net Interest Rate Spread Net Investment Income (NII)Net of Tax Net Premiums Written to Policyholder Surplus Net Settlement Net-Worth Certificate Netfile New Balance New Indications New York Clearing House Association Next of Kin Next-Day Funds NEXUS Niche Banks Night Depository NINJA Loan No Cash-Out Refinance No Documentation (No Doc) Mortgage No Income / No Asset Mortgage (NINA)No Protest (NP)No-Appraisal Loan No-Appraisal Mortgage No-Appraisal Refinancing No-Cost Mortgage No-Fee Mortgage No-Load Annuity No-Load Life Insurance Nominee Distribution Nominee Interest Non-Accountable Plan Non-Accredited Investor Non-Amortizing Loan Non-Assessable Policy Non-Borrowed Reserves Non-Contestability Clause Non-Covered Security Non-Member Banks Non-Notification Loan Non-Owner Occupied Non-Purpose Loan Non-Qualified Roth IRA Distribution Non-Qualified Stock Option (NSO)Non-Recourse Debt Non-Recourse Finance Non-Recourse Sale Non-Refundable Tax Credit Non-Resident Non-Resident Entertainers' Tax Non-Spouse Beneficiary Rollover Non-Sufficient Funds (NSF)Nonaccrual Loan Noncancellable Insurance Policy Nonconforming Mortgage Nondischargeable Debt Nondiscrimination Rule Nondisturbance Clause Nonelective Contribution Nonforfeiture Clause Nonpar Item Nonperforming Asset Nonperforming Loan (NPL)Nonperiodic Distribution Nonpersonal Time Deposit Nonprofit Organization (NPO)Nonqualified Plan Nonresident Alien Nonstandard Auto Insurance Nontaxable Dividends Nontraditional Mortgage Nostro Account Not for Profit Notary Notching Note Issuance Facility (NIF)Notice of Assessment (NOA)Notice of Default Notice Of Deficiency Notice of Dishonor Notice Of Non-Responsibility Notice of Seizure Notice of Withdrawal Notice to Creditors NR6 Form Nuncupative Will Nursing Home Resident Trust Fund Obligor Odd-Days Interest Off-Premise Banking Offer In Compromise Offline Debit Card Offset Mortgage Offshore Banking Unit (OBU)Old-Age and Survivors Insurance (OASI) Trust Fund Old-Age, Survivors, and Disability Insurance (OASDI) Program Omnibus Clause On-Us Item Online Banking Online Shoplifting Ontario Teachers' Pension Plan Board (OTPPB)Open House Open Listing Open Loop Card Open-End Credit Open-End Lease Open-End Mortgage Opinion of Title Opt Out Right Opt-Out Plan Option Adjustable-Rate Mortgage (Option ARM)Oral Will Order Paper Ordinary and Necessary Expense (O & NE)Ordinary Annuity Ordinary Income Ordinary Loss Origination Origination Fee Origination Points Other Post-Employment Benefits (OPEB)Other Post-Retirement Benefits Out-of-Pocket Expenses Out-of-Pocket Maximum Outstanding Check Over-Collateralization (OC)Over-Limit Fee Over-Line Overcontribution Overdraft Overdraft Cap Overdraft Protection Overfunded Pension Plan Overwithholding Own-Occupation Policy Owner Financing Owner-Occupant Owners' Equivalent Rent (OER)P45 Form Paga Paid-Up Additional Insurance Paradise Papers Pari-Passu Parsonage Allowance Partial Release Participating Policy Participation Mortgage Party Wall Passbook Loan Passive Activity Passive Activity Loss Rules Past Due Past Due Balance Method Past Service Pay to Order Pay Yourself First Pay-As-You-Go Pension Plan Payable on Death (POD)Paycheck to Paycheck Payday Loan Paydown Factor Paying Agent Payment Gateway Payment Option ARM Payment Option ARM Minimum Payment Payment Protection Plan Payment Shock Payoff Statement Payout Payout Phase Payroll Card Payroll Tax PCI Compliance Peak Debt Peer-to-Peer (P2P) Insurance Peer-to-Peer (P2P) Lending Pell Grant Penalty Repricing Pending Home Sales Index (PHSI)Pension Adjustment (PA)Pension Adjustment Reversal (PAR)Pension Benefit Guaranty Corporation (PBGC)Pension Maximization Pension Option Pension Pillar Pension Plan Pension Protection Act of 2006 Pension Risk Transfer Pension Shortfall Pensionable Service Per Diem Interest Per Stirpes Per-Transaction Fees Percentage Depletion Perfect Title Perfected Lien Performance Budget Period Certain Periodic Interest Rate Periodic Interest Rate Cap Perkins Loan Permanent Life Insurance Permanent Loan Permanently Restricted Assets Permissible Non-Bank Activities Perpetuity Personal Exemption Personal Finance Personal Financial Statement Personal Guarantee Personal Identification Number (PIN)Personal Injury Protection Personal Liability Insurance Personal Lines Insurance Personal Loan Interest Rates Personal Property Personal Property Securities Register (PPSR)Personal Representative Personal Spending Plan Personal Trust Personal Use Property Pet Insurance Phantom Gain Phantom Income Phase Out Phased Retirement Phases of Retirement Phishing Physical Presence Test Piggyback Mortgage PIN Cashing Plain Vanilla Card Plan Administrator Plan Participant Pledged Asset PLUS Loan Pocket Listing Point-of-Service (POS) Plan Point-to-Point Encryption (P2PE)Policy Loan Policy Or Sales Illustration Policy Year Experience Ponzi Scheme Pop-Up Option Portability Portable Benefits Portfolio Entry Portfolio Reinsurance Portfolio Sale Positional Goods Positive Pay Possessory Lien Possibility of Failure (POF) Rate Post Date Post-9/11 GI Bill Post-Retirement Risk Postdated Postnuptial Agreement Pour-Over Will Power of Attorney (POA)Power of Sale Pre-Approval Pre-Disability Earnings Pre-existing Condition Exclusion Period Pre-foreclosure Pre-Provision Operating Profit—PPOP Pre-Qualification Precision Score Predatory Lending Preexisting Condition Preferred Auto Coverage Preferred Debt Preferred Provider Organization (PPO)Premature Distribution Premium Prenuptial Agreement Prepaid Cards Processor Prepaid Finance Charge Prepaid Insurance Prepaid Interest Prepaid Tuition Program Preparer Tax Identification Number (PTIN)Prepayment Prepayment Model Prepayment Penalty Prepayment Privilege Present Value Interest Factor of an Annuity (PVIFA)Present Value of an Annuity Pretax Contribution Pretax Earnings Pretax Rate of Return Previous Balance Method Price Level Adjusted Mortgage (PLAM)Price Protection Primary Account Holder Primary Account Number (PAN)Primary Beneficiary Primary Business Purpose Primary Insurance Amount (PIA)Primary Mortgage Market Prime Prime Borrower Primed Priming Loan Principal Reduction Principal Residence Principal, Interest, Taxes, Insurance—PITI Prior Lien Private Annuity Private Banking Private Foundation Private Label Store Credit Card Private Letter Ruling (PLR)Private-Passenger Auto Insurance Policyholder Risk Profile Prize Indemnity Insurance Probate Probate Court Processing Date Profit-Sharing Plan Progressive Tax Promissory Note Proof of Charitable Contributions Proof of Funds (POF)Property Assessed Clean Energy (PACE) Loan Property Insurance Property Inventory Property Lien Property Tax Property Tax Deduction Proportional Tax Proprietary Reverse Mortgage Provident Fund Provisional Income Provisional Notice of Cancellation (PNOC)Prudent Expert Act Public-Private Investment Program For Legacy Assets (PPIPLA)Publication 3 Armed Forces' Tax Guide Publication 972 Purchase and Assumption (P&A)Purchase Annual Percentage Rate (APR)Purchase Money Security Interest (PMSI)Purchase Mortgage Market Purchase Rate Purchase-Money Mortgage Purchased Service Qualification Ratio Qualified Adoption Expenses (QAE)Qualified Annuity Qualified Appraisal Qualified Automatic Contribution Arrangement (QACA)Qualified Charitable Organization Qualified Disclaimer Qualified Distribution Qualified Domestic Relations Order (QDRO)Qualified Domestic Trust (QDOT)Qualified Electric Vehicle Qualified Higher Education Expense Qualified Joint and Survivor Annuity (QJSA)Qualified Longevity Annuity Contract (QLAC)Qualified Mortgage Qualified Personal Residence Trust (QPRT)Qualified Pre-Retirement Survivor Annuity (QPSA)Qualified Production Activities Income (QPAI)Qualified Reservist Qualified Retirement Plan Qualified Retirement Savings Contribution Credit Qualified Terminable Interest Property (QTIP) Trust Qualified Trust Qualified Widow or Widower Qualifying Annuity Qualifying Event Qualifying Investment Qualifying Ratios Qualifying Relative Qualifying Widow/Widower Quality of Life Quid Pro Quo Contribution Quitclaim Deed Quota Share Treaty Rabbi Trust RAM Scraping Attack Rate-and-Term Refinance Rate-Improvement Mortgage Re-Aging Debt Re-Entry Term Insurance Readvanceable Mortgage Reaffirmation Real Estate Ownership With a Quiet Title Real Property Real-Time Gross Settlement (RTGS)Realized Loss Reassessment Recapture Recast Trigger Receiver Recessionista Recharacterization Reciprocal Statutes Recognized Gain Reconversion Recording Fee Recourse Recourse Loan Recurring Billing Reduction Certificate Reference Number Refinance Refinance Wave Refinancing Risk Refund Refundable Credit Register of Deeds Registered Education Savings Plan (RESP)Registered Pension Plan (RPP)Registered Retirement Income Fund (RRIF)Registered Retirement Savings Plan (RRSP)Registered Retirement Savings Plan (RRSP) Deduction Registered Retirement Savings Plan Contribution (RRSP Contribution)Registered Retirement Savings Plan Deduction Limit Regulation DD Regulation M Regulation V Rehypothecation Reinstatement Reinsurance Reinsurance Assisted Placement Reinsurance Ceded Reinsurance Credit Reinvestment Relationship Banking Relationship Test Reloading Relocation Mortgage (Relo)Remainderman Remittance Renegotiated Loan Renewable Term Renewal Option Rent Control Rent Expense Rental Real Estate Loss Allowance Renter’s Insurance Reperforming Loan – RPL –Replacement Property Replacement Rate Representative Payee Reproduction Cost Required Beginning Date (RBD)Required Cash Required Minimum Distribution (RMD)Research Activities Credit Reserve Maintenance Period Reserve Requirements Reset Date Reset Rate Resident Relative Residential Mortgage-Backed Security (RMBS)Residual Benefit Residual Interest Resolution Trust Corporation (RTC)Restrictive Covenant Retail Banking Retail Credit Facility Retail Lender Retaliatory Eviction Retention Tax Retirement Retirement Contribution Retirement Income Fund (RIF)Retirement Money Market Account Retirement Planner Retirement Planning Retirement Readiness Retroactive Interest Rate Increase Returned Payment Fee Revenue Agent's Report (RAR)Revenue Ruling Reverse Culture Shock Reverse Morris Trust (RMT)Reverse Mortgage Financial Assessment Reverse Mortgage Initial Principal Limit Reverse Mortgage Net Principal Limit Reversionary Annuities Revocable Trust Revoked Individual Retirement Account (IRA)Revolver Revolving Account Revolving Credit Revolving Loan Facility RHS Loan Rider Right of Foreclosure Right of Redemption Right of Rescission Ring-Fence Risk Averse Risk Profile Risk-Based Mortgage Pricing Risk-Based Pricing Risk-Weighted Assets Robo-Signer Roll In Roll Rate Rollover Rollover IRA Rollover Mortgage Rotating Savings and Credit Association (ROSCA)Roth 401(k)Roth IRA Basics Roth IRA Conversion Roth Option Roth Ordering Rules Routing Transit Number Rubber Check Rule 72(t)Rule of 78 Runoff Insurance Rural Housing Service (RHS)S Corporation (S Corp)S&P Insurer Financial Strength Rating Safe Deposit Box Safe Withdrawal Rate (SWR) Method Safekeeping Salary Reduction Contribution Salary Reduction Simplified Employee Pension Plan (SARSEP)Sales Comparison Approach (SCA)Sales Draft Sales Tax Same-Day Funds Sandwich Generation Sandwich Lease Satisfaction of Mortgage Saver's Tax Credit Savings Savings Account Savings Association Insurance Fund (SAIF)Savings Club Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)Savings Rate SBO 401(k)Schedule A (Form 1040 or 1040-SR)Schedule D Schedule I Bank Schedule L Scheduled Personal Property Scheduled Recast Schumer Box Second Chance Loan Second Mortgage Second-to-Die Insurance Secondary Beneficiary Secondary Market Annuity (SMA)Secondary Mortgage Market Secondary Mortgage Market Enhancement Act (SMMEA)Section 1031 Section 1035 Exchange Section 1041 Section 1237 Capital Gain Opportunity Section 1244 Stock Section 1245 Section 1256 Contract Section 1341 Credit Section 7702 Section 988 Secured Credit Card Secured Creditor Secured Note Security Deposit Security Interest See-Through Trust Self-Amortizing Loan Self-Directed IRA (SDIRA)Self-Directed RRSP Self-Employed Contributions Act (SECA) Tax Self-Employment Tax Self-Insurance Self-Insure Self-Invested Personal Pension (SIPP)Self-Liquidating Loan Seller Financing Seller-Paid Points Selling Out of Trust Semi-Secured Credit Card Senior Bank Loan Senior Loan Officer Opinion Survey on Bank Lending Practices (SOSLP)Separate Return Sequence Risk Serious Delinquency Servicing Fee Set-Off Clause Settlement Bank Settlement Statement Settlor Defined Legally Severance Tax Share Draft Share-Draft Account Shared Appreciation Mortgage (SAM)Shared Equity Finance Agreements Shared Equity Mortgage Shared National Credit Program Shoestring Short Refinance Short Sale Short Tax Year Short-Term Loss Shortfall Cover Showrooming Side Collateral Signature Guarantee Signature Loan Silent Automatic Lien Silent Bank Run Silent Second Mortgage Simple Interest Simple Interest Bi-Weekly Mortgage SIMPLE IRA Simple-Interest Mortgage Simplified Employee Pension (SEP)Simultaneous Closing (SIMO)Sin Tax Single Entity Coverage Single Filer Single Interest Insurance Single Net Lease Single-Disbursement Lump-Sum Payment Plan Single-Life Payout Single-Premium Deferred Annuity (SPDA)Single-Premium Life Insurance Single-Purpose Reverse Mortgage Skilled Nursing Facility Skimming Skip Account Skip-Payment Mortgage Small Saver Certificate (SSC)Smart Traveler Enrollment Program Social Commerce Social Security Social Security Act Social Security Administration (SSA)Social Security Benefits Social Security Number (SSN)Social Security Tax Social Security Trust Fund Society for Worldwide Interbank Financial Telecommunications (SWIFT)Soft Credit Check Soft Loan Solvency Capital Requirement (SCR)Sotheby's Special Financing Special Needs Child Special Needs Trust Special Power of Attorney Specific Share Identification Specific-Shares Method Split-Funded Annuity Spoofing Spot Loan Spousal Beneficiary Rollover Spousal IRA Sprinkling Provision Squatter Stafford Loan Standard Auto Insurance Standard Deduction Standard Floor Limit Standard Mileage Rate Standby Letter of Credit (SLOC)Standby Line of Credit Standing Loan Standing Mortgage State Bank State Employees’ Credit Union (SECU)State Income Tax Stated Income / Stated Asset Mortgage (SISA)Statement of Changes in Net Assets Available for Pension Benefits Status Symbol Statutory Reserves Step-Up in Basis Stipulated Judgment Stop Payment Stored Value Card (SVC)Straight Credit Straight Life Annuity Straight-Roller Stranger-Owned Life Insurance (STOLI)Strategic Default Stretch Annuity Stretch IRA Stretch Loan Structured Transaction Student Aid Index (SAI) Is the Recalculated Expected Family Contribution (EFC)Student Debt Student Loan Interest Deduction Subaccount Charge Subject Offer Subjective Theory of Value Subordination Agreement Subordination Clause Subprime Subprime Auto Loan Subprime Borrower Subprime Credit Card Subprime Lender Subprime Loan Subprime Market Subprime Meltdown Subprime Mortgage Subprime Rates Subrogation Subsidiary Bank Substandard Health Annuity Substandard Insurance Substantial Gainful Activity (SGA)Substantially Equal Periodic Payment (SEPP)Substantially Identical Security Substitute Check Subvented Lease Succession Sudden Wealth Syndrome (SWS)Sum Certain Summary Plan Description Super-Prime Credit Superannuation Supplemental Executive Retirement Plan (SERP)Supplemental Security Income (SSI)Support Test Surcharge Surrender Charge Surrender Fee Surrender Period Surrender Rights Suspended Loss Sweep Account Swingline Loan Synthetic Identity Theft Synthetic Letter of Credit (SLC)Systematic Withdrawal Plan (SWP)Systematic Withdrawal Schedule Takaful Take-Home Pay Take-Out Loan Tandem Plan Target Risk (Insurance)Target-Benefit Plan Tax Accounting Tax Attribute Tax Avoidance Tax Base Tax Benefit Tax Bracket Tax Break Tax Cheat Tax Clawback Agreement Tax Code Tax Court Tax Credit Tax Deductible Interest Tax Deduction Tax Deed Tax Deferred Tax Drag Tax Efficiency Tax Evasion Tax Expense Tax Exporting Tax Fairness Tax Fraud Tax Freedom Day Tax Haven Tax Holiday Tax Home Tax Identification Number (TIN)Tax Incidence Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA)Tax Indexing Tax Liability Tax Lien Certificate Tax Lot Accounting Tax Preference Item Tax Rate Tax Refund Tax Refund Anticipation Loan (RAL)Tax Relief Tax Return Tax Sale Tax Schedule Tax Season Tax Selling Tax Service Fee Tax Shelter Tax Shield Tax Table Tax Treaty Tax Wedge Tax Year Tax-Deferred Savings Plan Tax-Exempt Interest Tax-Exempt Security Tax-Free Tax-Free Savings Account (TFSA)Tax-Loss Harvesting Tax-Sheltered Annuity Taxable Estate Taxable Event Taxable Gain Taxable Income Taxable Wage Base Taxation Without Representation Taxes Taxpayer Taxpayer Advocate Service (TAS)Teacher Retirement System (TRS)Teachers Insurance and Annuity Association (TIAA)Teaser Loan Teaser Rate Technical Bankruptcy Technical Default Telefile Telegraphic Transfer (TT)Teletax Tenancy at Sufferance Tenancy by the Entirety Tenants by Entirety (TBE)Tender Panel Tenement Tenor Tenure Payment Plan Term Certain Annuity Term Certain Method Term Life Insurance Term Loan Term Payment Plan Terminal Year Terminally Ill Termination Statement Terms and Conditions (Credit Card)Testamentary Trust Testamentary Will The 4% Rule The Council of Insurance Agents & Brokers The Four Cs of Buying Diamonds—and the Fifth C The Government Pension Investment Fund (Japan)The Greatest Generation The Higher Education Act of 1965 (HEA)The LIBOR Scandal The Meaning of Tax Exempt The Medicare Catastrophic Coverage Act of 1988 (MCCA)The Panama Papers The Pot The Smith Maneuver Thin File Third-Party Insurance Third-Party Mortgage Originator Three-Year Rule Thrift Associations Thrift Bank Thrift Savings Plan (TSP)Through Fund Tier 1 Capital Tier 1 Leverage Ratio Tier 2 Capital Tier 3 Capital Tiered-Rate Account Time-Barred Debt Title Insurance Title Loan Title Search To-Fund Top Hat Plan Topping-Up Clause Total Annual Loan Cost (TALC)Total Cost of Ownership (TCO)Total Debt Service (TDS) Ratio Total Finance Charge Total Housing Expense Total Permanent Disability (TPD)Total Tax Trade Line Traditional IRA Traditional Whole Life Policy Transaction Authentication Number (TAN)Transaction Date Transaction Deposit Transactor Transfer Transfer of Mortgage Transfer of Physical Assets (TPA)Transfer on Death (TOD)Transfer Tax Transfer-for-Value Rule Transferable Insurance Policies (TIPS)Transferable Letter of Credit Transferable Points Programs Transit Item Transportation and Storage Costs Travel Expenses Travel Insurance Traveler’s Check Treasurer's Draft Treasury General Account Triage Triggering Term True Interest Cost (TIC)Truncation Trust Trust Company Trust Deed Trust Fund Trust Property Trust Receipt Trust-Owned Life Insurance (TOLI)Trustee Trustor TSA PreCheck Tuition Insurance Turnkey Solution Twenty Percent Rule U.S. Department of Health and Human Services (HHS)UDAAP Ultimogeniture Ultra-High-Net-Worth Individual (UHNWI)Umbrella Insurance Policy Umbrella Personal Liability Policy Umpire Clause Unauthorized Insurer Unbanked Unbundled Life Insurance Policy Unclaimed Funds Uncollected Funds Underbanked Underfunded Pension Plan Underinsurance Underinsured Motorist Coverage Underinsured Motorist Coverage Limits Trigger Underinsured Motorist Endorsement Underlying Mortality Assumption Underlying Retention Underpayment Penalty Understanding Revocable Beneficiary Underwater Mortgage Underwithholding Underwriter Underwriting Unearned Income Unearned Interest Unearned Premium Unemployment Compensation Amendments of 1992 Unemployment Income Unemployment Insurance (UI)Unencumbered Unfunded Pension Plan Unified Managed Account (UMA)Unified Managed Household Account (UMHA)Unified Payment Interface (UPI)Unified Tax Credit Uniform Bank Performance Report (UBPR)Uniform Consumer Credit Code (UCCC)Uniform Gifts to Minors Act (UGMA)Uniform Policy Provisions, Health Insurance Uniform Premarital and Marital Agreements Act Uniform Simultaneous Death Act Uniform Transfer Tax Uniform Transfers to Minors Act (UTMA)Unilateral Extended Reporting Period Provision Uninsurable Peril Uninsurable Property Uninsured Certificate of Deposit Uninsured Motorist Coverage (UM)Unisex Legislation Unit Benefit Formula Unit Trust (UT)United States Aircraft Insurance Group (USAIG)United States Government Life Insurance (USGLI)Universal Banking Universal Default Universal Life (UL) Insurance Unlimited Marital Deduction Unrecaptured Section 1250 Gain Unrelated Business Taxable Income (UBTI)Unsatisfied Judgment Fund Unscheduled Personal Property Unsecured Unsecured Debt Unsecured Loan Unsolicited Application Unstated Interest Paid Up-Front Mortgage Insurance (UFMI)Upfront Pricing USDA Streamlined Refinancing Use and Occupancy (U&O)Use Tax Usual, Customary and Reasonable Fees Usury Usury Rate Utilization Fee VA Loan Vacation Home Validation Code Valuation Clause Valuation Mortality Table Valuation Period Valued Policy Law (VPL)Vandalism and Malicious Mischief Insurance Vanishing Premium Policy VantageScore Variable Annuitization Variable Annuity Variable Benefit Plan Variable Death Benefit Variable Interest Rate Variable Life Insurance Variable Rate Mortgage Variable Survivorship Life Insurance Variable Universal Life (VUL) Insurance Variable-Rate Certificate of Deposit (CD)Vehicle Excise Duty Vendor Take-Back Mortgage Vertical Equity Vested Interest Vesting Veterans Group Life Insurance (VGLI)Viatical Settlement Viator Visa Card Vision Care Insurance Void Transaction Voluntary Accidental Death and Dismemberment Insurance (VAD&D)Voluntary Bankruptcy Voluntary Compliance Voluntary Conveyance Voluntary Employees' Beneficiary Association (VEBA)Voluntary Employees’ Beneficiary Association Plan (VEBA)Voluntary Foreclosure Voluntary Lien Voluntary Life Insurance Voluntary Reserve Voluntary Simplicity Voluntary Trust Vostro Account W-4 Form W-8 Forms Wage Assignment Waiver of Demand Waiver Of Exemption Waiver Of Notice Waiver of Premium for Disability Waiver of Premium for Payer Benefit Waiver of Premium Rider Waiver of Restoration Premium Waiver of Subrogation Walk-Away Lease Wall Street Journal Prime Rate War Damage Corporation Warehouse Lending Warm Card Warning Bulletin Water Damage Insurance Water Damage Legal Liability Insurance Water Exclusion Clause Water Rights Watercraft Insurance Waterfall Concept Wealth Management Weekly Mortgage Applications Survey Weekly Premium Insurance Weighted Average Life (WAL)Weighted Average Maturity (WAM)Welfare and Pension Plans Disclosure Act (WPPDA)Wet Loan Whole Life Annuity Whole Life Annuity Due Whole Life Insurance Whole Loan Wholesale Banking Widely Held Fixed Investment Trust (WHFIT)Widow's Allowance Widow's Exemption Wildcat Banking Will Willie Sutton Rule Window Guaranteed Investment Contract Windstorm Insurance Wire Room Wire Transfer With Approved Credit (WAC)With Benefit of Survivorship Withdrawal Withdrawal Benefits Withdrawal Credits Withdrawal Penalty Withholding Withholding Allowance Withholding Tax Without Recourse Working Class Working Tax Credit (WTC)Workout Agreement Worldwide Coverage Worldwide Income Wrap-Around Loan Wraparound Mortgage Wrongful Dishonor Yacht Insurance Yankee Certificate of Deposit (CD)Year's Maximum Pensionable Earnings (YMPE)Yearly Probability of Living Yearly Renewable Term (YRT)Years Certain Annuity Yield Spread Premium (YSP)Zero Balance Account (ZBA)Zero Balance Card Zero Capital Gains Rate Zero Liability Policy Zero Percent Zero-Floor Limit Zero-Lot-Line House Zombie Foreclosure

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