Tip:
Visit our valuation page for more information on submitting a valuation appeal for new business applications.Guides and forms
All of our most downloaded guides and forms in one place for you to view or download as a PDF.
Product guide
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Product guide
PDF,
436 KB
(opens in a new window)
Rate switch forms and keying guide
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Rate switch valuation appeal form
PDF,
65 KB
(opens in a new window)
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Rate switch keying guide
PDF,
491 KB
(opens in a new window)
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Rate switch application form
PDF,
224 KB
(opens in a new window)
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Rate switch offer acceptance form
PDF,
503 KB
(opens in a new window)
Supporting forms
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Gifted Deposit form
PDF,
148 KB
(opens in a new window)
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Pre-valuation enquiry form
PDF,
508 KB
(opens in a new window)
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Interest Only – Sale of residence customer declaration form
PDF,
66 KB
(opens in a new window)
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Manual Mortgage Illustration Porting Request Form
PDF,
106 KB
(opens in a new window)
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DIP Property Decline appeal form
PDF,
524 KB
(opens in a new window)
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Existing customer Current Account/Mortgage statement(s) request form
PDF,
522 KB
(opens in a new window)
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Valuation Instruction Form (For Scottish properties only)
PDF,
521 KB
(opens in a new window)
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Manual Mortgage Illustration Additional Borrowing Request Form
PDF,
355 KB
(opens in a new window)
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Overpayment Reserve Removal Form (for additional borrowing only)
PDF,
70 KB
(opens in a new window)
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EWS1: External Wall Fire Review form (PDF, 200KB)
PDF,
(opens in a new window)
Application forms
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Material Change - Mortgage Application amendment request form
PDF,
605 KB
(opens in a new window)
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Mortgage application/Decision in principle form
PDF,
1.98 MB
(opens in a new window)
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Data Capture form (NFI Online only)
PDF,
374 KB
(opens in a new window)
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Remortgage application form
PDF,
1.56 MB
(opens in a new window)
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Additional borrowing application form
PDF,
1.47 MB
(opens in a new window)
Packaging guides
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A guide to our HMRC Tax Calculation and Tax Year Overview requirements
PDF,
317 KB
(opens in a new window)
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A guide to our payslip requirements
PDF,
47 KB
(opens in a new window)
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A guide to our current account statement requirements
PDF,
88 KB
(opens in a new window)
Conveyancing guides
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Additional fees you may need to pay - England and Wales
PDF,
54 KB
(opens in a new window)
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Additional fees you may need to pay - Northern Ireland
PDF,
76 KB
(opens in a new window)
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Additional fees you may need to pay - Scotland
PDF,
54 KB
(opens in a new window)
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Conveyancing Service guide - England and Wales
PDF,
45 KB
(opens in a new window)
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Conveyancing Service guide - Scotland
PDF,
45 KB
(opens in a new window)
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Conveyancing Service guide - Northern Ireland
PDF,
45 KB
(opens in a new window)