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Worksheets

Credit & Debt Basics

Total questions: 20

Worksheet time: 8mins

Name
Class
Date
1.

The bank adds the interest to the .... to calculate the monthly payment of your loan.

a)

principal

b)

tenure

c)

charge account

d)

credit file

2.

What did Mr. Fanelli and his wife NOT use the charge card for?

a)

bought their furniture

b)

bought tickets

c)

bought airplane

d)

went for vacation

3.

My friend offered the bank his house as .... when he needed a loan.

a)

collateral

b)

debt

c)

term

d)

tenure

4.

In the video we watched about PayDay lending, the expert says that "any other type of loan" is a better option than a payday loan.

a)

True

b)

False

5.

Which type of student loan offers students the most benefits?

a)

federal unsubsidized loan

b)

federal subsidized loan

c)

private student loan

d)

mortgage loan

6.

How do lenders make money by loaning it out?

a)

They claim property to pay the loans.

b)

They invest in the community of borrowers.

c)

They charge interest on the principal amount borrowed.

7.

Consumers can rely on the ____________ to compare loans because it is the TOTAL cost of borrowing money.

a)

FDIC

b)

AYR

c)

APR

8.

Emery applies for a loan online to help cover living costs while in college. Later, she notices her payments aren’t impacting the balance much. Looking closer, she finds extra fees in the agreement. Which type of predatory loan offer did Emery experience?

a)

Bait and switch

b)

Payday loan

c)

Hidden fees

d)

Phishing scam

9.

The Brown family owns a house worth $300,000 and they still owe $150,000 on their mortgage. They want to use their equity to make some home improvements and so want to borrow money. How much equity do they have in their home?

a)

$150,000

b)

$250,000

c)

$450,000

d)

$300,000

10.

Before you sign ANYTHING or a loan, it is important that you understand all the terms and conditions.

a)

True

b)

False

11.
  1. Each of the following represents an installment loan EXCEPT…

a)
  1. Home mortgage

b)
  1. Auto loan

c)
  1. Student loan

d)
  1. Credit card

12.

Someone who will take over the loan for a borrower if the borrower fails to make payments is known as the _____________________.

a)

co-signer

b)

codependent

c)

personal payer

d)

best friend

13.

The words that have similar meanings with borrower and not pay off are

a)

debtor and repay

b)

creditor and default

c)

debtor and default

d)

creditor and repay

14.

The bank will take possession of your car if you .... your car loan.

a)

pay off

b)

default on

c)

endorse

d)

compute

15.

Each of the following people has $5000 in debt. Which debt is most worthwhile?

a)
  1. Phil, who spent mostly on GoFundMe campaigns for people he saw on social media

b)
  1. Tyree, who took out a loan for an old used car so he can drive to and from campus

c)
  1. JJ, who used a credit card to pay his daily expenses while he was out of a job

d)
  1. It’s impossible to tell, because we don’t know how much they each valued the spending, how much it impacted their lives, or how easily they can repay the debt

16.
  1. Which of these actions would most likely decrease a person’s net worth for at least the next 6 months?

a)
  1. Use a loan to buy a brand new car

b)
  1. Work 10 hours of overtime each week and put all extra earnings into a savings account

c)
  1. Work 10 hours of overtime each week and use all extra earnings to pay down student loan debt

d)
  1. Open 3 new credit cards but don’t spend any money on them 

17.

A debtor is ....

a)

a person who lends some money

b)

a person who owes some money

c)

a person who gives away money

d)

a person who gives the loans

18.

I don't owe the bank any more money because I've .... my loan.

a)

defaulted on

b)

paid off

c)

computed

d)

applied for

19.

Which best describes the difference between secured and unsecured loans?

a)

Secured loans require collateral, while unsecured loans do not

b)

Secured loans usually have higher interest rates than unsecured loans

c)

Secured loans do not appear on your credit report, while unsecured are reported

d)

Secured loans have more flexible payment plans than unsecured loans

20.

A personal loan is ....

a)

principal that banks lend to businesses

b)

principal that banks lend to an individual business

c)

principal that banks lend to an individual person

d)

principal that banks lend to buy a car