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VA Funding Fee Guide — What You'll Pay and Who's Exempt

The VA funding fee is a one-time charge that helps keep the VA loan program running without requiring PMI or taxpayer funding. While it's an additional cost, it's almost always less than what you'd pay for PMI on a conventional loan. This guide explains current funding fee rates, who is exempt, and strategies for managing this cost.

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2.15%

First Use (0% Down)

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3.3%

Subsequent (0% Down)

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~40%

Veterans Exempt

Calculate Your VA Funding Fee

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Current VA Funding Fee Rates (2024)

The VA funding fee varies based on your down payment amount, whether it's your first or subsequent use of the VA loan benefit, and the type of loan. Here are the current rates.

Purchase — First Use

0% down

2.15%

5%+ down

1.5%

10%+ down

1.25%

Purchase — Subsequent Use

0% down

3.3%

5%+ down

1.5%

10%+ down

1.25%

Refinance Rates

Cash-Out Refinance

Same rates as purchase (first or subsequent use)

IRRRL (Streamline Refinance)

0.5%

Calculating Your Funding Fee

The formula is straightforward: Loan Amount x Funding Fee Rate = Your Fee. A larger down payment directly reduces the rate you'll pay.

The Formula

Loan Amount × Funding Fee Rate = Your Fee

The funding fee is calculated on the total loan amount, not the purchase price. If you make a down payment, the fee is calculated on the financed portion.

How Down Payment Reduces the Fee

  • 0% down: Pay the full 2.15% rate on the entire loan amount
  • 5% down: Rate drops to 1.5% — and it applies to a smaller loan amount
  • 10% down: Rate drops to 1.25% — saving thousands on the fee

Example 1: First Use, 0% Down

Loan Amount$450,000
Funding Fee Rate2.15%
Funding Fee$9,675

Example 2: First Use, 5% Down

Purchase Price$500,000
Loan Amount (5% down)$475,000
Funding Fee Rate1.5%
Funding Fee$7,125

Who Is Exempt from the VA Funding Fee?

Approximately 40% of VA borrowers are exempt from paying the funding fee. If you qualify, this exemption can save you $8,000 to $15,000+ on a typical California home purchase.

Veterans with 10%+ Disability Rating

  • Any veteran receiving VA disability compensation at 10% or higher
  • The exemption applies regardless of the disability type
  • This is the most common exemption category

Veterans with Pending Claims

  • If you have a disability claim pending with the VA at closing
  • Fee may be collected initially, then refunded if claim is approved
  • Retroactive exemptions are available

Surviving Spouses Receiving DIC

  • Spouses receiving Dependency and Indemnity Compensation
  • Must be an un-remarried surviving spouse of a veteran who died in service or from a service-connected disability

Purple Heart Recipients (Active Duty)

  • Active duty service members who have received a Purple Heart
  • Exemption applies on the closing date or retroactively

Potential Savings in California

On a typical California home purchase of $600,000-$800,000, the funding fee exemption saves veterans $8,000 to $15,000+ — money that stays in your pocket for moving costs, home improvements, or building your financial reserves.

Should You Finance the Funding Fee?

You have two options: pay the funding fee at closing or roll it into your loan balance. Here's how each approach compares on a $450,000 loan with a 2.15% funding fee ($9,675).

Pay at Closing

  • Upfront cost: $9,675 due at closing
  • Total cost: $9,675 — no additional interest
  • Monthly impact: $0 added to mortgage payment
  • Long-term savings: Save ~$21,960 over 30 years

Finance into Loan

  • Upfront cost: $0 due at closing
  • Total cost: ~$31,635 over 30 years (fee + interest)
  • Monthly impact: ~$55 added to mortgage payment
  • Best for: Preserving cash for moving or reserves

Our Recommendation

Pay at closing if you can. You will save approximately $21,960 in interest charges over the life of a 30-year loan. However, if paying upfront would drain your savings below a comfortable reserve, financing the fee is a reasonable trade-off — it keeps your cash position strong while adding only a modest amount to your monthly payment.

Funding Fee vs. PMI: The Math

One of the biggest advantages of VA loans is no monthly PMI. Here's how the one-time funding fee compares to conventional PMI on a $450,000 loan with 0% down.

Conventional Loan with PMI

Loan Amount$450,000
PMI Rate0.75% annually
Monthly PMI Payment~$281/month
Duration (until 20% equity)~8 years
Total PMI Cost~$27,000

VA Loan — No PMI

Loan Amount$450,000
Funding Fee (2.15%)$9,675
Monthly PMI$0/month
Total Cost$9,675

VA Saves You ~$17,325

Compared to conventional PMI over the same period

Funding Fee and Refinancing

Whether you're lowering your rate with an IRRRL or taking cash out, the funding fee applies to VA refinances as well — but at different rates depending on the type.

IRRRL (Interest Rate Reduction Refinance Loan)

0.5%

Funding Fee Rate

  • Example: $400,000 loan × 0.5% = $2,000 funding fee
  • Lowest funding fee rate of any VA loan type
  • Can be financed into the new loan balance

Cash-Out Refinance

2.15% / 3.3%

First Use / Subsequent Use

  • Same rates as purchase loans (first or subsequent use)
  • Higher fee reflects additional risk of cash-out lending
  • Can still be financed into the loan

Note on Refinancing a Financed Fee

If you financed the funding fee into your original VA loan and then refinance, the remaining balance of that fee is included in your payoff amount. You will then pay a new funding fee on the refinance loan. This is one more reason to pay the fee upfront when possible.

Getting Your Exemption Applied

If you believe you qualify for a funding fee exemption, here's how to ensure it's properly applied based on your situation.

If You Have a Disability Rating
  • Your Certificate of Eligibility (COE) should automatically reflect your exempt status
  • Verify your COE shows "exempt" before closing
  • Provide your VA disability award letter to your lender
  • The exemption is applied at closing — no fee collected
If Your Claim Is Pending
  • Inform your lender that you have a pending VA disability claim
  • The funding fee may be collected at closing as a precaution
  • If your claim is approved at 10%+, you are entitled to a full refund
  • Contact your loan servicer with your rating decision to initiate the refund
If Rated After Closing
  • You can request a retroactive refund of the funding fee
  • Contact your loan servicer with proof of your disability rating
  • The refund applies if the effective date of the rating is on or before the loan closing date
  • Refund is typically applied to your loan principal or issued as a check

Loan Programs for Every Need

We offer a comprehensive range of mortgage products. The right loan depends on your situation, goals, and financial profile — and we'll help you find the perfect fit.

DSCR Loans

Best for: investors qualifying by rental income.

How it works: Approval is based on property cash flow, not personal income.

Key features:

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  • 620+ credit, 20–25% down
  • Unlimited properties
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Conventional Investment Loans

Best for: strong W-2 investors.

How it works: You qualify using personal income, credit, and assets.

Key features:

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  • Up to 10 properties
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Best for: complex or large portfolios.

How it works: Lender creates a custom loan outside standard guidelines.

Key features:

  • Flexible underwriting
  • Finance 10+ properties
  • Relationship-based
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Fix & Flip (Bridge Loans)

Best for: renovate-and-sell investors.

How it works: Short-term loan for purchase and rehab, repaid at sale or refi.

Key features:

  • Fast closings (7–14 days)
  • Based on ARV
  • Covers purchase + rehab
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Cash-Out Refinance (Investors)

Best for: pulling equity to reinvest.

How it works: Refinance and extract cash from existing property value.

Key features:

  • Access up to 75–80% value
  • Use funds for any purpose
  • DSCR or conventional options
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Blanket Loans

Best for: multiple properties.

How it works: One loan covers several properties under one payment.

Key features:

  • One loan, one payment
  • Finance 5+ properties
  • Portfolio consolidation
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Short-Term Rental Loans

Best for: Airbnb/VRBO investors.

How it works: Qualify using projected or actual short-term rental income.

Key features:

  • DSCR-based
  • 20–25% down
  • Uses STR income data
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Bank Statement Loans

Best for: self-employed borrowers without traditional income docs.

How it works: You qualify using 12–24 months of bank deposits instead of tax returns.

Key features:

  • No W-2s or tax returns
  • Personal or business statements
  • 620+ credit typical
  • 10–20% down
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Bayarealty

VA Funding Fee Questions, Answered

Everything you need to know about the VA funding fee. Can't find your answer? Reach out and we'll help.

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Know Your Funding Fee Before You Close

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