Confidential Loan Application Form
 
Tick Checkbox for Joint Policy
personal DETAILS
1st applicant
Title First Name Surname
Marital Status Date of Birth (dd/mm/yyyy)
Smoker? yes no On Electoral Roll? yes no
Are you a UK Resident yes no Number of Dependants
 
2nd applicant
Title First Name Surname
Marital Status Date of Birth (dd/mm/yyyy)
Smoker? yes no On Electoral Roll? yes no
Relationship to first applicant If other, please specify
Contact details
Best phone contact number    
Best time to call 9 - 12 a.m. 12 - 5 p.m. 5 - 9 p.m
E-mail address
Address
Postcode      
Previous address if less than 3 years at the above
Address
Postcode      
your employment details
1st applicant
Self Employed? yes no National Insurance Number
Employer's Name How long have you worked there?
Employer's Address
Your Occupation Type of Employment
 
2nd applicant
Self Employed? yes no National Insurance Number
Employer's Name How long have you worked there?
Employer's Address
Your Occupation Type of Employment
your income
If self employed, can you supply a letter from your accountant confirming income? How many years?
If yes, Accountant's Name
  Accountant's Address
  Accountant's Tel. No.      
Your gross annual income with overtime & bonus (if self employed net pre tax profit) £
Partner's gross income with overtime & bonus (if self employed net pre tax profit) £
your current outgoings
  Approx. Amount Outstanding Total Monthly Payments Total Arrears (if any)
Mortgage (including any further advances) £ £ £
Second Mortgage / Secured Loan (if applicable) £ £ £
Full Name of 1st Mortgage Lender Mortgage A/c No.
Highest Mortgage Arrears in last 12 months (if any) When did it occur?
Full Name of 2nd Mortgage Lender Mortgage A/c No.
Highest Mortgage Arrears in last 12 months (if any) When did it occur?
If the house was purchased or re-mortgaged within the last year, please provide, name, address and mortgage account number of previous lender
Name Account No
Address
Total monthly repayments for other loans, hire purchase, credit cards etc. £  
YOUR LOAN DETAILS
  Do you own a property? yes no  
Amount Required £ Term (years)  
Purpose of loan If other, please specify
Address of the property offered as security Same as that in contact details section
Postcode  
credit history
Do you or your partner have any challenges to overcome?
 
comments / additional information
Please tick this box if you are a Broker / Solicitor / Introducer
Full Name *
Tel. No.
E-mail