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Forms

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Our mortgage application forms, which include our processing fee scale and direct debit mandate, can be downloaded below.

Please note: The accuracy of information provided to us within the application form is crucial to the successful completion of our individual underwriting process. To provide the best service to your clients and avoid having to re-contact them for additional information it is important that all sections of the application form are completed.

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Application Forms

Owner Occupier - Fixed Rate and Variable Rate Mortgages, including the Offset Mortgage

Owner Occupier - Family Mortgage

For our Family Mortgage, it is important that we receive all relevant documentation so that there are no delays to your client's application. We need to receive the relevant completed forms for the security being provided on the mortgage. For example, family security account application form, details of property as security form and / or family offset application form. The below are the forms that you will need. Please complete the relevant ones depending on the security being provided by your client. You must complete these:

Family Mortgage application form

Family Mortgage summary application form

Please also complete the relevant forms below depending on the security being provided (you may need to complete two or even all three if your client is using a combination of security methods).

Details of property as security form

Family Security Account application form

Family Offset Account application form

Owner Occupier - Retirement Lifestyle Booster Mortgage

Further Advance

If your client requires a further advance on their existing mortgage, we will need additional information before the application can be considered.

For more information, please download one of the following forms. Please be careful to use the correct version of the form, depending on the mortgage product type applied for:

Further advance application - owner occupier
Further advance application - buy to let  

Buy to Let

Buy to Let for Limited Companies

Hints and Tips

Read our hints and tips flyer to aid the completion of the our application forms.

Hints and tips flyer

Additional Forms

If your client is self-employed, they can ask a Chartered or Certified Accountant to complete the following Accountant’s Certificate which can then be submitted with their mortgage application as an alternative to full accounts:

Accountant's certificate form

If your client is requesting a mortgage term which extends beyond state pension age, we will need additional information which outlines how they will continue to cover mortgage repayments in retirement. Please complete:

Mortgage in retirement supplementary form

If your client is applying for an interest only residential mortgage, we will need additional information on how they intend to pay the loan back. Please complete:

Interest only mortgage - supplementary form

If your client is applying for a guarantor mortgage, we will need additional information about the guarantors. Please note, this is not required if your client is applying for the Family Mortgage. Please complete:

Guarantor mortgage application form

If changes are made to the property which is to be mortgaged, the applicant will be required to confirm the changes on our 'change of property details' form before we instruct a new valuation or issue an offer (or a revised offer). For more information, please download one of the following forms. Please use the correct version of the form, depending on the mortgage product type applied for and whether the property is being purchased or remortgaged:

Change of property details - owner occupier - purchase and remortgage

Change of property details - buy to let - purchase

Change of property details - buy to let - remortgage

As part of our underwriting process, we seek to be satisfied that the applicant has the appropriate insurance arrangements in place for the mortgage applied for (covering life assurance and critical illness cover, mortgage payment protection insurance and buildings and contents cover). Should any of the insurance section, within the application form, not be fully completed we will request that a separate declaration be completed. The relevant form can be downloaded here:

Protection form

From 1 September 2017, for buy to let portfolio landlord applications, we'll need these two additional documents to be completed:

Buy to let applicant's assets and liabilities form

Buy to let portfolio landlord's business plan checklist

To provide us with your clients' direct debit details, please complete:

Direct Debit Mandate

If details of the mortgage requirement change, the applicant will be required to confirm the changes on our 'change to mortgage requirements' form before an offer (or a revised offer) will be issued.

Change to Mortgage Requirement - Owner Occupier

Additional forms for existing National Counties mortgages

If your client requires a further advance of a National Counties mortgage, please complete one of the forms below for either owner occupier or buy to let.
Further advance application - owner occupier
Further advance application - buy to let
You may also be interested in our maximum mortgage term guidelines for National Counties:
Maximum mortgage term guidelines

If your client wishes to port their existing National Counties mortgage product when moving home, or has come to the end of their mortgage term and wishes to have another National Counties mortgage product, please complete:
NCBS owner occupier application form pack
Buy to Let application form pack
Buy to Let Limited Company application form pack

If your client is requesting a mortgage term for a National Counties mortgage which extends beyond state pension age, we will need additional information which outlines how they will continue to cover mortgage repayments in retirement. Please complete:
Mortgage in retirement supplementary form

If your client is applying for an interest only residential National Counties mortgage, we will need additional information on how they intend to pay the loan back. Please complete:
Interest only mortgage - supplementary form

To provide us with your clients' up-to-date direct debit details, please complete:
Direct Debit Mandate

 

Identification
As part of our 'anti money laundering' responsibilities we carry out electronic searches to verify the identity and address of all mortgage applicants. In some instances the results of the search may not satisfy our requirements, in which case we request further identification document(s) directly from the applicant(s).

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Borrowers must be aged 18 years or over and to comply with legislation the Society will need to confirm identity prior to completion of the mortgage. Details of the identification needed will be supplied on request. Loans are subject to valuation and status. Additional security may be required.