Professional Documents
Culture Documents
H
401(k)(401k)
Plan
Abstract
fee
Account
holder
Account
maintenan
ce fees
Account
records
Accrued
interest
Acts of
God
ARM (
Adjustable
rate
mortgage
)
Adjusted
gross
income
Affidavit
After-tax
basis
AGI
(adjusted
gross
)income
Alimony
All risk
insurance
Amortizati
on
schedule
Annual
charges
Annual
fee
Annual
income
APR (
Annual
percentag
e rate )
APY (
Annual
percentag
e yield )
Annuity
Applicant
Applicatio
n
Apportion
ment
Appraisal
fee
Appraiser
Assessme
nt
Assignabl
e account
Assumptio
n of
mortgage
ATM
(automate
d teller
)machine
Attached
deposits
Attachme
nt
Attachme
nt
proceedin
gs
Attorneys
fees
Automate
d banking
system
Automatic
premium
loan
Automatic
deposit
Automatic
paycheck
deposit
Automatic
payment
Automatic
renewal
Automatic
transfer
Available
balance
Available
credit line
Average
daily
balance
Backup
withholdin
g
Balance a
checkboo
k
Balance
calculation
method
Bank
check
Bank
verificatio
n
Barter
Basic
checking
Beneficiar
y
Benefits
Billing
cycle
Billing
date
Billing
error
Billing
error
notice
Billing
period
Binder,
title
insurance
/
/
Block an
account
Bond
Borrow
Borrowing
power
Bounce
Bounced
check
Brokerdealer
Brokerage
Brokerage
account
Brokerage
firm
Building
ordinance
s
Business
account
Business
days
By-laws
Calendar
day
Calendar
month
Calendar
year
Capital
gains
Capital
gain tax
Card
member
Cash
advance
Cash
advance
limit
Cash
holdings
Cashiers
check
Cashing,
check
Casualty
CD
(certificate
of
deposit )
Certificate
of
insurance
Certified
check
Change
of
ownership
Charge
card
Checkboo
k
Checking
account
Child
support
City tax
Claim
payment
Claimant
Clear
(checks)
Close an
account
Closedend
investmen
t company
Closing
balance
Closing
costs
Closing
of loan
Closing
price
Coapplica
nt
Coinsurer
Collateral
Collateral
loan
Collection
costs
Combined
balances
Commissi
on
Commitm
ent
Common
stock
Compoun
ded
interest
Consolidat
ion, debt
Consumer
reporting
agency
Contributi
on
Conveyan
ce of title
Corporate
retirement
plan
account
Cosigner
Countersi
gn
County
tax
Coupon
Covenant
s
Coverage
Credit
limit
Credit line
Credit
record
Credit
report
Credit
scoring
system
Credit slip
Credit
standing
Credit to
account
Credit
union
Credited
deposit
Creditors
Creditwort
hiness
Consumpt
ion credit
Daily
compound
ing
Daily limit
on
withdrawal
s
Damage
Date
credited
Day to
day
interest
payment
Debit to
account
Deceased
person
Decline in
market
value
Deed of
trust
Default
Defect
Delinquen
t account
Deposit
Deposit
slip
'Depositor
s
guaranty
fund
Directdebit
transactio
n
Direct
deposit of
payroll
Disburse
ment
Disclosure
statement
Disclosure
Disputed
amount
Disputed
item
()
/
Diversified
portfolio
Dividend
Document
preparatio
n fee
Domestic
fund
transfer
Domestic
money
order
Doubleendorsed
check
Double
endorsem
ent
Due date
Duplex
Dwelling
Early
payment
Early
withdrawal
penalty
Easement
Electronic
fund
transfer
Emergenc
y
assistanc
e
Eminent
domain
Encumbra
nce
Endorse
Endorsem
ent
Equity
Escrow
account
Escrow
analysis
Escrow
balance
Estate
Estate
planning
Estate
tax
reductions
/
(
Estoppel
Exchange
rate
Execute
Executor
Expiration
of
commitme
nt
Exposure
/ /
Extension
Failure
Fair
market
value
FDIC
insurance
Fee per
transactio
n
Fee
simple
Fiduciary
successor
s
15
Fifteen
year fixed
mortgage
File for
bankruptc
y
Finance
charge
Finance
Act
Fixed
interest
rate
Fixedrate first
mortgage
Fixedrate
home
equity
loan
Flood
hazard
insurance
Foreclosu
re
Foreign
currency
Forfeited
account
Forged
check
Front-end
loads
Good
faith
estimate
of
settlement
costs
Good
standing
Governme
nt check
Governme
nt
securities
Grace
period
Heirs
Holdings
Home
equity
Home
equity
line of
credit
Home
equity
loan
Home
financing
Home
inspection
Homeown
ers
insurance
Homeown
ers
associatio
n
Househol
d income
IMMA
(insured
money
market
account )
Improvem
ent
Inactive
account
Indebtedn
ess
Indemnific
ation
agreemen
t
IRA (
Individual
retirement
account )
Installmen
t loan
Installmen
t note
Interest
at maturity
Interestbearing
accounts
Interest
checking
Interest
earned
Interest
rate
Interim
statement
Internation
al money
order
Investmen
t advisory
fees
Investmen
t portfolio
Itemized
deduction
s
Joint
account
Joint tax
return
Labor
disputes
Land
register
Late
payment
fee
Lender
Letters of
administra
tion
Letters
testament
ary
Liability
Lien
Life
annuity
Limitation
of liability
Litigation
Loan
agreemen
t
Loan
applicatio
n
Loan
origination
fee
Loan
proceeds
Loan
servicing
statement
Loan
settlement
Loan term
Local
check
Lock in a
rate
Longterm
capital
appreciati
on
Loss
Lost
travelers
checks
Lump sum
Maiden
name,
mothers
Managem
ent fees
Mandatory
distributio
ns
Master
policy
Maturity
Master
agreemen
t
Money
market
Minimum
monthly
payment
Minimum
opening
deposit
Mandatory
injunction
Marginal
cost
Money
order
Monthly
compound
ing
Monthly
statement
Mortgage
Mortgage
Guaranty
Insurance
Premium
Mortgage
e
Mortgagor
Morgagee
clause
Mutual
funds
Net asset
value
Net worth
Next of
kin
Non
payment
Notary fee
Note
Note
holder
Notice of
claim
Notice of
loss
Notice of
terminatio
n
Occupanc
y
Opening
balance
Outstandi
ng
balance
Outstandi
ng shares
Over-thecreditlimit fee
Overage
loan
Overdraft
Overdrawi
ng an
account
Overdraw
n check
Overdue
debt
Passbook
Paycheck
Payee
Payment
in full
Payment
stub
Penalty
Pension
plan
Personal
exemption
s
Penalty
clause
Personal
identificati
on
number
Permanen
t
investmen
t
Play the
market
Point-ofsale
Policy
number
Policy
holder
Pooling
agreemen
t
Post date
Postdated
check
Preferred
rate
Preferred
stock
Premium
Prepaid
finance
charges
Prepayme
nt
Pre-tax
income
Prime
rate of
interest
Principal
Principal
amount
of loan
Principal
and
interest
payment
private
property
Proceeds
Processin
g fee
Profitsharing
plan
Property
insurance
policy
Prospectu
s
Provisions
Public
records
Public
liability
insurance
Purchase
Purchase
tax
Purchasin
g power
Quarterly
compound
ing
Rate card
Real
estate
taxes
Real
estate
boker
Real
estate
mortgage
Reconcilia
tion,
account
(
)
Recordati
on taxes
Recording
fee
Recording
of deed
of trust
Recordke
eping
Recurring
payments
Reducing
taxes
Reduction
of
expenditur
e
Redempti
on fees
Rediscou
nt rate
Reinstate
ment
Release
of
mortgage
Remittanc
e slip
Rent
insurance
Required
escrow
balance
Rescinda
ble
transactio
n
Reserve
Retiree
Retained
risk
Retiremen
t plan
Return on
investmen
t
Returned
check
Revolving
credit
Revolving
line of
credit
Revocable
letter of
credit
Right of
survivorsh
ip
Risky
investmen
ts
Rollover
Safe
deposit
box
& Sale
leaseback
Sale on
credit
Savings
account
Schedule
Seasonal
adjustmen
t
Second
mortgage
Secured
credit
Secured
loan
Secured
creditor
Securities
exchange
Security
interest
Self
insurance
Serial
number
Service
charge
Settlemen
t charges
Severanc
e pay
Shortterm
bank CD
Short bill
of
exchange
Short rate
Short
term loan
Sight bill
of
exchange
Stale
check
State tax
Statement
closing
date
Statement
issuance
date
Standard
operating
procedure
Stipulation
s
Stock
exchange
Stockbrok
er
Stock
certificate
Stock
dividend
Stop
payment
order
Straight
line
depreciati
on
Subrogati
on
Successor
s and
assigns
Surety
bond
Surety &
fidelity
insurance
Surrender
Surplus
profit
Surtax
Survivor
Tax
advisor
Tax
bracket
Taxdeductible
investmen
t
Taxdeferred
annuities
Taxdeferred
income
Taxdeferred
investmen
ts
Tax
escrow
Tax-free
investmen
t
Tax return
Tax
search
Tax
shelter
Tax
stamps
Taxpayer
Identificati
on
Number
(TIN)
Teller
withdrawal
Tellers
check
Term of
loan
Third
party
check
Thirty
year fixed
mortgage
30
Time
deposit
account
Title
Title
guarantee
company
Title by
descent
Time
deposit
Title
insurance
Title by
purchase
Touchscreen
machine
Transfer
of title
Transfer
taxes
Travel
accident
insurance
Travelers
letter of
credit
Treasury
Bills (TBills)
True copy
Truth-inLending
statement
Truth-inLending
Law
Unauthori
zed
charge
Underwriti
ng fee
Unemploy
ment
insurance
Variable
APR
(annual
percentag
e rate)
Valued
policy
Waiver
Weekly
compound
ing
Wire
transfer
Withholdin
g tax
Without
delay
'Workmen
s
compensa
tion
insurance
Zoning
ordinance
s