Prepayment Privilege

Contract right to make limited extra payments or lump sums without triggering a penalty.

Definition

Prepayment privilege is the borrower’s contractual right to pay extra toward the mortgage without triggering the normal prepayment penalty, up to the limits allowed by the mortgage.

Why It Matters

Prepayment privilege is one of the most practical mortgage features in Canada. It affects how quickly a borrower can reduce principal, whether annual bonuses can be applied efficiently, and how much flexibility exists on a closed mortgage.

How It Works in Canada

Many Canadian mortgages allow annual lump-sum payments, payment increases, or both. The exact privilege is set by the contract. Some lenders allow a percentage of the original principal to be prepaid each year without penalty. Others use different formulas or timing rules.

This is why “closed” does not always mean no flexibility. It often means flexibility exists, but only inside the prepayment privilege stated in the mortgage.

Common Forms Of Prepayment Privilege

FeatureWhat it usually allows
Annual lump-sum privilegeA limited extra payment against principal without the normal prepayment charge
Payment increase featureHigher regular payments up to a stated contract limit
Combination privilegeBoth lump sums and scheduled payment increases, subject to contract wording

Practical Example

If a borrower receives a year-end bonus, the borrower may be able to use it to make a lump-sum prepayment within the mortgage’s annual allowance. That can reduce the remaining principal faster without triggering a penalty.

Common Misunderstandings

Borrowers sometimes assume any extra payment is allowed without cost. That is not true. Extra payments above the contract privilege can trigger a penalty.

It is also common to confuse prepayment privilege with an open mortgage. An open mortgage usually allows much broader repayment freedom than a standard closed product.

Caveat

The size, timing, and calculation of the privilege vary by lender and product. Missing the anniversary window or exceeding the limit can change the result materially.

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