QUESTIONNAIRE FOR ACTIVE DUTY MILITARY AND VETERANS
Fillable Version of Questionnaire
Have you received orders to relocate (PCS)? □ Yes □ No
If not, you can still start looking in any area for housing. if you know where you might be moving to, just ask your REALTOR® to set up with an automated email that keeps you informed about properties and prices in the area that you expect to move to.
Your Status: □ Married □ Single? □ Active Duty □ Veteran?
Branch of service ? _______________________________________________________
How long? ______________________________________________________________
What is your rank? _______________________________________________________
Do you have a disability as a result of your military service? □ Yes □ No
If yes, is your disability 10% or more □ Yes □ No
VA Disability Benefits
If you are on active duty, how long do you plan to stay in the military? ______________
Do you have special requirements for the house (36″ doorways, Ramps, Mobility Assistance)? _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________
What is your time frame for purchasing or leasing a home? ______________________
Do you have someone that can view properties if you are away? □ Yes □ No _______________________________________________________________________ _______________________________________________________________________
Your Contact information __________________________________________________ _______________________________________________________________________ _______________________________________________________________________
Your Alternate’s Contact Information _________________________________________ _______________________________________________________________________ _______________________________________________________________________
Will your alternate make decisions for you (power of attorney)? □ Yes □ No
Where are you living now? □ Buying Home? □ Renting? □ Living on Base?
If you own a home, have you considered the pros and cons of renting it versus of selling it? □ Yes □ No
Military Family Tax Relief Act Highlights Tax information regarding selling your home, and more
Would you like to discuss that? □ Yes □ No ____________________________________
If you are considering purchasing a home: Have you contacted a lender(s)? □ Yes □ No Which One? ___________________________________
Have you been preapproved for a loan to purchase a house? □ Yes □ No
Will you be using VA financing? □ Yes □ No
Do you need a list of VA friendly lenders? □ Yes □ No
How long do you plan to remain in the service? How long do you plan to live in this home? _______________________________
Do you know about the Dream Makers Grant for Veterans? (Free Money for Down Payment Assistance) go to PentagonFoundation and select Dream Makers.
Other links of interest:
Texas Heroes
Texas Veterans Land Board
Texas State Affordable Housing Corporation (TSAHC)
Are you relocating from another city or moving locally? □ Local Move □Distance Move _____________________________________________________________ __________________________________________________________________ __________________________________________________________________
What are your most important concerns? □ Affordability □ Safety □ Schools □ Proximity to Job □ Traffic □ Quality of Residence □ Location Proximity to □ Medical Facilities □ Shopping □ Dining □ Availability of Public Transportation
Where do you want to live? City, Area, Subdivision, School District, etc._______ __________________________________________________________________ __________________________________________________________________
What type of property are you looking to purchase? □ Free Standing House □ Town House
□ Condominium □ Duplex □ Fourplex
What year built? □ Doesn’t matter □ 1978 or later □ 1990 or later
□ 2000 or later □ Less than 10 years old □ New
How many square feet? _________________ How many bedrooms?___________________ How many bathrooms?__________________ Do you want a swimming pool? □ Yes □ No
□ Doesn’t Matter
How many garage spaces do you need?__________________________
Do you have pets? □ Yes □ No
One or two story house? One Story □ Two Story □ Either
How big of a yard? □ Large □ Small □ Doesn’t matter
House condition □ Needs minor repair □ Move in ready
Will you need public transportation? □ Yes □ No
Proximity to □ Work □ Parks, □ Shopping, □ Dining, □ Golf Courses, □___________________ Maximum Price? ________________
Desired Maximum Monthly Payments (PITI + Taxes + Insurance + HOA fees, etc.)? _______________
Internal design:
□ Formal Dining
□ Kitchen open to Living Area
□ Breakfast Area
□ Island in Kitchen
Number of Master Bedrooms? □ One □Two
□ Master Bedroom Down □ Doesn’t Matter
Do you have any special desires or needs concerning the property or it’s location? ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________ ____________________________________________________________________________
Planning Your Move:
Have you discussed your move with your TMO? □ Yes □ No
If you are planning a PPM move, have you received approval and completed paperwork? □ Yes
□ No
DITY move (PPM) vs TMO move Military.com
Official DPS Portal Move.mil
Dity Movers You pack and they deliver
Rent vs. Selling Your Home:
Renting out your house will tie up your entitlement until the loan is payed off.
Allowing someone to assume your mortgage will also tie up your entitlement until payed off or refinanced.
Buying a house with no, or small, down payment can put you upside down immediately due to the Funding Fee that goes with all VA Loans.
Rent vs Buy Calculator from Realtor.com
BAH (Basic Allowance for Housing) is tax free. If your rent or mortgage payment exceeds this amount, you will have to make up the difference. If your rent or mortgage payments are less than the BAH, you get to keep the difference, tax free.
BAH varies with local costs for rent, utilities, renter’s insurance cost, rank, number of dependents. BAH can change with change of status, reduction is grade, dependents, PCS and is recalculated on an annual basis. For dual military married couples, use only one BAH.
BAH Calculator
Find a house to rent
Mortgage Calculator
Cost of Living adjustments
Survivor Benefits allow dependents to live in assigned government owned housing free for 365 days or continue to receive the BAH for that amount of time.
Use a VA Approved Lender.
VA lenders and Loan Information:
Is a VA Loan the Best Type of Loan for You? The VA loan is a great way for veterans to get into a house but it is not always the best choice. Check you this comparison to help you decide.
PHH Mortgage
Veterans United
NewDayUSA
USAA Home Loans
VA information on home loans
Texas Veterans Home Loans FAQ
Military.com Approved Lenders and Real Estate Agents
You may get a loan with little or no down payment but there are still closing costs associated with buying the property:
Escrow Funds, Property Taxes, Home Owner’s Insurance, HOA Dues, etc.
You may get a loan with little or no down payment but there are still closing costs associated with buying the property:
Escrow Funds, Property Taxes, Home Owner’s Insurance, HOA Dues, etc.
These closing costs can’t be rolled into the loan, like the VA Funding Fee but the seller can contribute to your closing costs or you can increase your offer, with the understanding that the seller will contribute the extra money to your closing costs.
Check out Veterans United information on this subject.
My commitment to you, as your REALTOR®:
□ Obedience – Always comply with your instructions.
□ Loyalty-Always place your interest first.
□ Disclosure -Always disclose all material facts that could affect your decision to purchase a property, including relationships involving any of the principles or agents.
□ Confidentiality – Always treat the communications between myself and you as confidential information – forever.
□ Accounting – Always account for all moneys involved in a transaction. i.e. commissions, bonuses, referral fees, etc.
□ Reasonable Care – Always do my best to protect you from foreseeable risks of harm, recommending that expert advice or assistance be obtained when the principal’s needs are outside the scope of my expertise.
□ Availability – I am available from 6am until 8pm daily, by telephone, by text, and by email. When you call, you won’t get an assistant, I answer my own calls.
Other expectations that you may have for me? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________