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

Product guide

PDF,

679 KB

(opens in a new window)

Rate switch forms and keying guide

Rate switch valuation appeal form

PDF,

65 KB

(opens in a new window)
Rate switch keying guide

PDF,

491 KB

(opens in a new window)

Rate switch application form

PDF,

224 KB

(opens in a new window)
Rate switch offer acceptance form

PDF,

503 KB

(opens in a new window)

Supporting forms

Gifted Deposit form

PDF,

148 KB

(opens in a new window)
Pre-valuation enquiry form

PDF,

508 KB

(opens in a new window)
Interest Only – Sale of residence customer declaration form

PDF,

50 KB

(opens in a new window)
Manual Mortgage Illustration Porting Request form

PDF,

87 KB

(opens in a new window)
DIP Property Decline appeal form

PDF,

524 KB

(opens in a new window)

Existing customer Current Account/Mortgage statement(s) request form

PDF,

522 KB

(opens in a new window)
Valuation Instruction form (Scottish properties only)

PDF,

521 KB

(opens in a new window)
Manual Mortgage Illustration Additional Borrowing Request form

PDF,

355 KB

(opens in a new window)
Overpayment Reserve Removal form (for additional borrowing only)

PDF,

70 KB

(opens in a new window)
EWS1: External Wall Fire Review form (PDF, 200KB)

PDF,

(opens in a new window)

Tip:

Visit our valuation page for more information on submitting a valuation appeal for new business applications.

Application forms

Important: ID&V requirements are being updated.

We’re updating the identification and verification (ID&V) information in these application forms. In the meantime, check Providing proofs for the latest acceptable identification requirements.

Material Change - Mortgage Application amendment request form

PDF,

605 KB

(opens in a new window)
Mortgage application/Decision in principle form

PDF,

1.98 MB

(opens in a new window)
Data Capture form (NFI Online only)

PDF,

752 KB

(opens in a new window)

Remortgage application form

PDF,

1.56 MB

(opens in a new window)
Additional borrowing application form

PDF,

1.47 MB

(opens in a new window)

Packaging guides

A guide to our HMRC Tax Calculation and Tax Year Overview requirements

PDF,

343 KB

(opens in a new window)
A guide to our payslip requirements

PDF,

47 KB

(opens in a new window)
A guide to our current account statement requirements

PDF,

88 KB

(opens in a new window)

Tip:

For more tips on submitting proofs read our providing proofs page.

Conveyancing guides

Additional fees you may need to pay - England and Wales

PDF,

54 KB

(opens in a new window)
Additional fees you may need to pay - Northern Ireland

PDF,

76 KB

(opens in a new window)
Additional fees you may need to pay - Scotland

PDF,

54 KB

(opens in a new window)

Conveyancing Service guide - England and Wales

PDF,

45 KB

(opens in a new window)
Conveyancing Service guide - Scotland

PDF,

45 KB

(opens in a new window)
Conveyancing Service guide - Northern Ireland

PDF,

45 KB

(opens in a new window)

NFI Online

For keying guides see our NFI Online page.

NFI Online guides