Confidential mortgage 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) £
Your partner's gross income with overtime & bonus £
your current outgoings
  Approx. Amount Outstanding Total Monthly Payments Total Arrears (if any)
First 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. £  
mortgage details
Do you own a property? yes no How many?
Mortgage amount required £  
Value or price of property £  
Purpose of Mortgage If other, please specify
Are you a first time buyer ? yes no
Have you found a property ? yes no
Property Details
Type of Property If a flat, how many floors?  
Year Built Garage?  
Number of Bedrooms Number of Reception Rooms Number of Bathrooms
Are there any penalties if you transfer or repay your existing mortgage now? yes no
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 *