Forms
You'll need Adobe Reader to download and view most of the documents below. It's free and can be downloaded from the Adobe website(opens in a new window).
If your client's porting, please visit our porting page to submit a case.
The forms you might need:
Paper applications:
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Confirmation of occupancy declaration (PDF, 0.3MB) (opens in a new window) -
Decision in Principle (editable) (PDF, 0.3MB) (opens in a new window)
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Existing properties declaration form (PDF, 1.8MB) (opens in a new window)
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Lending into retirement declaration (PDF, 0.4MB) (opens in a new window)
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Limited Company offer amendment and extension form (PDF, 1.0MB) (opens in a new window)
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Mortgage application form (editable) (PDF, 0.8MB) (opens in a new window)
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Offer extension declaration (PDF, 0.7MB) (opens in a new window)
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Portfolio Landlord declaration for existing customers (PDF, 1.4 MB) (opens in a new window)
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Portfolio Landlord declaration for MSO applications (PDF, 0.6MB) (opens in a new window)
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Rate switch authorisation form (PDF, 0.1MB) (opens in a new window)
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Supplementary property form for existing customers (PDF, 1.0MB) (opens in a new window)
England and Wales
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Consent to Mortgage - Declaration by Occupier (PDF, 1.5MB) (opens in a new window)
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Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
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Solar Panel Pack for Legal Advisors (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Remortgage (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Northern Ireland
-
Consent to Mortgage - Declaration by Occupier (PDF, 1.5MB) (opens in a new window)
-
Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
-
Mortgage Deed & Schedule of Title Deeds 2025 (PDF, 3.8MB) (opens in a new window)
-
Shared Ownership Requirements (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Remortgage (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Scotland
-
Instructions: Shared Equity schemes/Section 75 Restrictions (PDF, 0.2MB) (opens in a new window)
-
Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
-
Standard Security & Schedule of Title Deeds 2025 (PDF, 1.9MB) (opens in a new window)
-
Deed of Postponement Remortgaging (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Other useful forms and information
-
Disclosure of Incentives Form (PDF, 0.3MB) (opens in a new window)
-
Consent to Mortgage - Housing Association Shared Ownership (PDF, 0.1MB) (opens in a new window)
-
Consent to Additional Borrowing – Housing Association (PDF, 0.1MB) (opens in a new window)
Panel Membership (opens in a new window)
Shared Ownership: Joint Guidance (Model form of undertaking) (opens in a new window)
-
Certification of supporting documentation (PDF, 0.7MB) (opens in a new window)
-
Interest Only - Existing Mortgage declaration (PDF, 0.1MB) (opens in a new window)
-
Interest Only - Sale of property declaration (PDF, 0.2MB) (opens in a new window)
-
Intermediary Fair Processing Notice (PDF, 0.2MB) (opens in a new window)
-
Intermediary Terms of Business (PDF, 0.3MB) (opens in a new window)
-
Memorandum of Sale substitute form (PDF, 0.1MB) (opens in a new window)
-
Offer extension declaration (PDF, 1.5MB) (opens in a new window)
Paper applications:
-
Confirmation of occupancy declaration (PDF, 0.3MB) (opens in a new window)
-
Decision in Principle (editable) (PDF, 0.3MB) (opens in a new window)
-
Existing properties declaration form (PDF, 1.8MB) (opens in a new window)
-
Lending into retirement declaration (PDF, 0.4MB) (opens in a new window)
-
Limited Company offer amendment and extension form (PDF, 1.0MB) (opens in a new window)
-
Mortgage application form (editable) (PDF, 0.8MB) (opens in a new window)
-
Offer extension declaration (PDF, 0.7MB) (opens in a new window)
-
Portfolio Landlord declaration for existing customers (PDF, 1.4 MB) (opens in a new window)
-
Portfolio Landlord declaration for MSO applications (PDF, 0.6MB) (opens in a new window)
-
Rate switch authorisation form (PDF, 0.1MB) (opens in a new window)
-
Supplementary property form for existing customers (PDF, 1.0MB) (opens in a new window)
England and Wales
-
Consent to Mortgage - Declaration by Occupier (PDF, 1.5MB) (opens in a new window)
-
Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
-
Solar Panel Pack for Legal Advisors (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Remortgage (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Northern Ireland
-
Consent to Mortgage - Declaration by Occupier (PDF, 1.5MB) (opens in a new window)
-
Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
-
Mortgage Deed & Schedule of Title Deeds 2025 (PDF, 3.8MB) (opens in a new window)
-
Shared Ownership Requirements (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Remortgage (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Scotland
-
Instructions: Shared Equity schemes/Section 75 Restrictions (PDF, 0.2MB) (opens in a new window)
-
Mortgage Conditions 2025 (PDF, 0.3MB) (opens in a new window)
-
Standard Security & Schedule of Title Deeds 2025 (PDF, 1.9MB) (opens in a new window)
-
Deed of Postponement Remortgaging (PDF, 0.1MB) (opens in a new window)
-
Deed of Postponement Additional Borrowing (PDF, 0.1MB) (opens in a new window)
Other useful forms and information
-
Disclosure of Incentives Form (PDF, 0.3MB) (opens in a new window)
-
Consent to Mortgage - Housing Association Shared Ownership (PDF, 0.1MB) (opens in a new window)
-
Consent to Additional Borrowing – Housing Association (PDF, 0.1MB) (opens in a new window)
Panel Membership (opens in a new window)
Shared Ownership: Joint Guidance (Model form of undertaking) (opens in a new window)
-
Certification of supporting documentation (PDF, 0.7MB) (opens in a new window)
-
Interest Only - Existing Mortgage declaration (PDF, 0.1MB) (opens in a new window)
-
Interest Only - Sale of property declaration (PDF, 0.2MB) (opens in a new window)
-
Intermediary Fair Processing Notice (PDF, 0.2MB) (opens in a new window)
-
Intermediary Terms of Business (PDF, 0.3MB) (opens in a new window)
-
Memorandum of Sale substitute form (PDF, 0.1MB) (opens in a new window)
-
Offer extension declaration (PDF, 1.5MB) (opens in a new window)