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  • About
    • Membership
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    • Alice Dittman Trailblazer Award
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    • Leadership Program
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PAYDAY LENDING ACT– LIMITATIONS ON TERMS OF CONSUMER CREDIT EXTENDED TO SERVICE MEMBERS AND DEPENDENTS

I.           INTRODUCTION


The Department of Defense has issued its final rule implementing the Payday Lending provisions of the 2007 Defense Authorization Act.  The final rule will apply to transactions consummated on or after October 1, 2007, and imposes a 36% cap (inclusive of all fees) on closed-end credit to active-duty military personnel and their dependents. 


II.         COVERED LENDERS AND BORROWERS


A.        Covered Lenders


The final rule applies to all persons engaged in the business of extending consumer credit and their assignees.


B.        Covered Borrowers


Covered borrowers generally include (a)all persons who are regular or reserve members of the military (Army, Navy, Marine Corps, Air Force or Coast Guard) serving on active duty under a call or order that does not specify a period of thirty days or fewer; and (b) any spouse, child, or dependent (an individual for whom the member provided more than one-half of the individual’s support for 180 days immediately preceding an extension of consumer credit covered by the final rule) of such a person.  Creditors may rely on representations made by a loan applicant that he or she is not a covered borrower (member, spouse, child, or dependent of a member), unless the creditor has determined through optional verification procedures that a person is entitled to the protections of the rule.  The final rule provides a “covered borrower identification statement” that a creditor may provide to the loan applicant that may be signed by the applicant indicating that he or she is not a covered borrower.  Statements substantially similar to the following may be utilized by creditors: 


I AM a regular or reserve member of the Army, Navy, Marine Corps, Air Force, or Coast Guard, serving on active duty under a call or order that does not specify a period of 30 days or fewer.


I AM a dependent of a member of the Armed Forces on active duty as described above, because I am the member’s spouse, the member’s child under the age of eighteen years old, or I am an individual for whom the member provided more than one-half of my financial support for 180 days immediately preceding today’s date.


-OR-


I AM NOT a regular or reserve member of the Army, Navy, Marine Corps, Air Force, or Coast Guard, serving on active duty under a call or order that does not specify a period of 30 days or fewer (or a dependent of such a member).


III.      COVERED LOANS-CONSUMER CREDIT


The regulation applies solely to the following types of consumer credit:


  • Payday loans, which are defined as closed-end credit with a term of 91 days or fewer in which the amount financed does not exceed $2,000 and where the borrower contemporaneously provides a check or other payment instrument that the creditor agrees to hold or where the borrower contemporaneously authorizes the creditor to initiate  a debit or debits to the borrower’s deposit account;
     
  • Vehicle title loans, which are defined as closed-end credit with a term of 181 days or fewer that is secured by the title to a motor vehicle that has been registered in public records and that is owned by the borrower (this does not apply to loans made to purchase the vehicle); or
     
  • Tax refund anticipation loans, which are defined as closed-end credit in which the borrower expressly grants the creditor the right to receive the tax refund either directly or indirectly from the borrower. 

Consumer credit does not include:


  • Residential mortgages (e.g. home-purchased transactions, refinancing, home-equity loans, reverse mortgages and home-equity lines of credit secured by an interest in the borrower’s dwelling); or

  • Loans procured in the course of purchasing a car or other personal property, when that loan is offered for the express purpose of financing the purchase and is secured by the car or other personal property procured.

  • IV.       PERMISSIBLE RATE OF INTEREST


    Loans that are covered are subject to a maximum “military APR” (MAPR) of 36%.  The MAPR includes:


    • All interest, fees, credit service charges and credit renewal charges;
       
    • Credit insurance premiums including charges for single premium credit insurance, fees for debt cancellation or debt suspension agreement; and
       
    • Fees for credit-related ancillary products sold in connection with the extension of credit, which ancillary products are sold at or before consummation of the credit transaction.

    The MAPR does not include:


    • Fees or charges imposed for actual unanticipated late payments, default, delinquency, or similar occurrence;
       
    • Taxes or fees prescribed by law that actually are or will be paid to public officials for determining the existence of, or for perfecting, releasing, or satisfying a security interest;
       
    • Any tax levy on security instruments or documents evidencing indebtedness if the payment of such taxes is a requirement for recording the instruments securing the evidence of indebtedness; or
       
    • Tax return preparation fees associated with the tax refund anticipation loan, whether or not fees are deducted from the loan proceeds.

    V.        MANDATORY DISCLOSURES


    The final rule prescribes mandatory disclosures for covered loans.  The following will be required to be disclosed clearly and conspicuously before consummation of the consumer credit transaction and must be disclosed both orally and in writing:


    • The MAPR applicable to the extension of consumer credit, and the total dollar amount of all charges included in the MAPR;
       
    • Any disclosures required by Regulation Z (Truth in Lending);
       
    • A clear description of the payment obligation of the covered borrower (A payment schedule provided pursuant to the second item above satisfies this requirement); and
       
    • A statement as follows:  “Federal law provides important protections to regular or reserve members of the Army, Navy, Marine Corps, Air Force, or Coast Guard, serving on active duty under a call or order that does not specify a period of 30 days or fewer, and their dependents.  Members of the Armed Forces and their dependents may be able to obtain financial assistance from the Army Emergency Relief, Navy and Marine Corps Relief Society, the Air Force Aid Society, or Coast Guard Mutual Aid.  Members of the Armed Forces and their dependents may request free legal advice regarding an application for credit from a service legal assistance office or financial counseling from a consumer credit counselor.”

    The final rule requires creditors to provide extensive disclosures to covered borrowers in written and oral form.  Creditors must provide the following information orally and in writing before the issuance of the credit:  (a) a statement of the MAPR applicable to the extension of credit; (b) any disclosures required by Regulation Z; and (c) a clear description of the payment obligation of the servicemembers or dependent.


    Creditors may satisfy the MAPR statement requirement by describing the charges the creditor may impose relating to the consumer credit to calculate the MAPR.  The creditor is not required to describe the MAPR as a numerical value or to describe the total dollar amount of all charges in the MARP that apply to the extension of consumer credit.  The MAPR statement applicable to the consumer credit may be included in the agreement with the covered borrower involving the consumer credit transaction.


    To be provided orally, the disclosures must be made in person or through a toll-free number.  The toll-free number must be provided on (1) the application form or (2) with the written disclosures described above. 


    VI.       PROHIBITED PRACTICES


    The final rule prohibits the following:


    • Refinancing or otherwise renewing a loan unless the new transaction results in  more favorable terms to the covered borrower;
       
    • Requiring a borrower to waive right to legal recourse;
       
    • Requiring a borrower to submit to arbitration;
       
    • Requiring unreasonable notice from the borrower as a condition for legal action;
       
    • Using a check or other access to a bank account to assure repayment (subject to several exceptions);
       
    • Requiring the borrower to establish an allotment; and
       
    • Imposing prepayment penalties.

    VII.      PENALTIES


    Violations of the final rule may result in criminal fines and/or imprisonment for up to one year, the voiding of affected contracts, and any other remedy available under state and federal law. 

     

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