Background Information Form Background information form Please provide a little background detail so that we may secure the new rate on your regulated mortgage. Step 1 Applicant One: Personal details Email Do you hold your mortgage with another person? Yes No Title -- MrMrsMissMsDrProfRevSirLordLady First name Surname Middle name(s) Planned retirement age -- 5051525354555657585960616263646566676869707172737475767778798081828384858687888990 Date of birth Day Month Year Maiden name (if appropriate) Marital status -- SingleMarriedPartneredCivil PartnershipSeparatedDivorced When did your name change? Month Year Nationality -- BritishAfghanAlbanianAlgerianAmericanAndorranAngolanAnguillanAntiguansArgentineArmenianArubanAustralianAustrianAzerbaijaniBahamianBahrainiBajunsBangladeshiBarbadianBarbudansBelarusianBelgianBelizeanBenineseBhutaneseBolivianBosnianBrazilianBruneianBulgarianBurkinabeBurmeseBurmudianBurundianCambodianCameroonianCanadianCape VerdeanCape VerdianCaymanianCentral AfricanChadianChannel IslanderChileanChineseChristmas IslanderCocos IslandersColombianComoranCongoleseCook IslanderCosta RicanCroatCubanCypriot-GreekCypriot-TurkishCzechDaneDjiboutiDominicanDutchEast TimoreseEcuadoreanEgyptianEmirianEquatoguineanEquatorial GuineanEritreanEstonianEthiopianFalkland IslanderFaroeseFijianFilipinoFinnFrenchGaboneseGambianGeorgianGermanGhanaianGibraltarianGreekGreenlanderGrenadanGrenadianGuadeloupianGuamanianGuatemalanGuineanGuyaneseHaitianHerzegovinianHollanderHonduranHungarianIcelandicI-KiribatiIndianIndonesianIranianIraqiIrishIsraeliItalianIvorianJamaicanJapaneseJordanianKazakhstanKenyanKirghizKittian & NevisianKiwiKuwaitiKyrgyzLaoLaotianLatvianLebaneseLiberianLibyanLiechtensteinerLithuanianLuxembourgerMacedonianMahoraisMalagasyMalawianMalaysianMaldivanMalianMalteseManxMarshalleseMartiniquaisMauritianMexicanMicronesianMoldovanMonacanMonegasqueMongolianMontserrationMoroccanMosothoMotswanMozambicanMyanmareseNamibianNauruanNepaleseNetherlanderNetherlands AntilleanNew CaledonianNew ZealanderNicaraguanNigerian (from Nigeria)Nigerien (from Niger)NiueanNi-VanuatuNorfolk IslanderNorth KoreanNorwegianOmaniPakistaniPalauanPalestinianPanamanianPapua New GuineanParaguayanPeruvianPitcairn IslanderPolePortugesePuerto RicanQatariReunioneseRomanianRussianRwandanSahraouiSahrawiSaint LucianSaint VincentiansSalvadoranSammarineseSamoanSan MarineseSaudiSaudi ArabianSenegaleseSeychelloisSierra LeonianSingaporeanSlovakSloveneSoa TomeanSolomon IslanderSomaliSouth AfricanSouth KoreanSpaniardSri LankanSt HelenianSudaneseSurinamerSwaziSwedeSwissSyrianTadzhikTajikTanzaniThaiTobagonianTogoleseTokelauanTonganTrinidadianTunisianTurk (from Turkey)Turkmen (from Turkmenistan)Turks (Turks & Caicos Is.)TuvaluanUgandanUkrainianUruguayanUzbekistaniVenezuelanVietnameseWallis & Futuna IslanderWallisian/FutunanYemeniYemeniteYugoslavianZambianZimbabwean Do you have permanent right to reside in the UK? -- YesNo- Highly skilled migrations visaNo- other temporary visa When does your visa expire? Month Year When did you start working in the UK? Month Year Number of dependents None 12345678910 Next Applicant One: Employment Employment status -- EmployedSelf EmployedUnemployedHousepersonRetired Employer Trade of employer Occupation Date started Month Year Annual income (before tax) Trading status -- Sole TraderPartnershipLimited Company Do you use an accountant? -- Yes - CharteredYes - CertifiedBookkeeper onlyNo Can you provide accounts to substantiate your income? -- NoYes - 3 yearsYes - 2 yearsYes - 1 year Annual income (before tax) Annual state benefits received Company pension income Personal pension income State pension income Previous employer We need at least 12 months of employment history. Since your current role started less than a year ago, please tell us about your previous employer. Previous employer Occupation Start date Month Year End date Month Year Previous Next Applicant Two: Personal details Title -- MrMrsMissMsDrProfRevSirLordLady First name Surname Middle name(s) Planned retirement age -- 5051525354555657585960616263646566676869707172737475767778798081828384858687888990 Email address Mobile number Date of birth Day Month Year Maiden name (if appropriate) Marital status -- SingleMarriedPartneredCivil PartnershipSeparatedDivorced When did your name change? Month Year Nationality -- BritishAfghanAlbanianAlgerianAmericanAndorranAngolanAnguillanAntiguansArgentineArmenianArubanAustralianAustrianAzerbaijaniBahamianBahrainiBajunsBangladeshiBarbadianBarbudansBelarusianBelgianBelizeanBenineseBhutaneseBolivianBosnianBrazilianBruneianBulgarianBurkinabeBurmeseBurmudianBurundianCambodianCameroonianCanadianCape VerdeanCape VerdianCaymanianCentral AfricanChadianChannel IslanderChileanChineseChristmas IslanderCocos IslandersColombianComoranCongoleseCook IslanderCosta RicanCroatCubanCypriot-GreekCypriot-TurkishCzechDaneDjiboutiDominicanDutchEast TimoreseEcuadoreanEgyptianEmirianEquatoguineanEquatorial GuineanEritreanEstonianEthiopianFalkland IslanderFaroeseFijianFilipinoFinnFrenchGaboneseGambianGeorgianGermanGhanaianGibraltarianGreekGreenlanderGrenadanGrenadianGuadeloupianGuamanianGuatemalanGuineanGuyaneseHaitianHerzegovinianHollanderHonduranHungarianIcelandicI-KiribatiIndianIndonesianIranianIraqiIrishIsraeliItalianIvorianJamaicanJapaneseJordanianKazakhstanKenyanKirghizKittian & NevisianKiwiKuwaitiKyrgyzLaoLaotianLatvianLebaneseLiberianLibyanLiechtensteinerLithuanianLuxembourgerMacedonianMahoraisMalagasyMalawianMalaysianMaldivanMalianMalteseManxMarshalleseMartiniquaisMauritianMexicanMicronesianMoldovanMonacanMonegasqueMongolianMontserrationMoroccanMosothoMotswanMozambicanMyanmareseNamibianNauruanNepaleseNetherlanderNetherlands AntilleanNew CaledonianNew ZealanderNicaraguanNigerian (from Nigeria)Nigerien (from Niger)NiueanNi-VanuatuNorfolk IslanderNorth KoreanNorwegianOmaniPakistaniPalauanPalestinianPanamanianPapua New GuineanParaguayanPeruvianPitcairn IslanderPolePortugesePuerto RicanQatariReunioneseRomanianRussianRwandanSahraouiSahrawiSaint LucianSaint VincentiansSalvadoranSammarineseSamoanSan MarineseSaudiSaudi ArabianSenegaleseSeychelloisSierra LeonianSingaporeanSlovakSloveneSoa TomeanSolomon IslanderSomaliSouth AfricanSouth KoreanSpaniardSri LankanSt HelenianSudaneseSurinamerSwaziSwedeSwissSyrianTadzhikTajikTanzaniThaiTobagonianTogoleseTokelauanTonganTrinidadianTunisianTurk (from Turkey)Turkmen (from Turkmenistan)Turks (Turks & Caicos Is.)TuvaluanUgandanUkrainianUruguayanUzbekistaniVenezuelanVietnameseWallis & Futuna IslanderWallisian/FutunanYemeniYemeniteYugoslavianZambianZimbabwean Do you have permanent right to reside in the UK? -- YesNo- Highly skilled migrations visaNo- other temporary visa When does your visa expire? Month Year When did you start working in the UK? Month Year Number of dependents None 12345678910 Previous Next Applicant Two: Employment Employment status -- EmployedSelf EmployedUnemployedHousepersonRetired Employer Trade of employer Occupation Date started Month Year Annual income (before tax) Trading status -- Sole TraderPartnershipLimited Company Do you use an accountant? -- Yes - CharteredYes - CertifiedBookkeeper onlyNo Can you provide accounts to substantiate your income? -- NoYes - 3 yearsYes - 2 yearsYes - 1 year Annual income (before tax) Annual state benefits received Company pension income Personal pension income State pension income Previous employer We need at least 12 months of employment history. Since your current role started less than a year ago, please tell us about your previous employer. Previous employer Occupation Start date Month Year End date Month Year Previous Next Loans & mortgages Do you have any loans or mortgages (other than the property you're mortgaging)? Yes No Loan 1 Whose is this? Applicant One Applicant Two Type of loan -- Personal LoanStudent LoanCar FinanceOverdraftHire purchaseMortgageMortgage - BTLSecured LoanBusiness Loan Lender Amount outstanding Monthly payment Term remaining (months) To be repaid when you take your mortgage? SelectYesNo + Add another loan Previous Next Credit or store cards Do you have any credit or store cards? Yes No Card 1 Whose is this? Applicant One Applicant Two Type -- Credit CardStore Card Lender Amount outstanding Monthly payment To be repaid when you take your mortgage? SelectYesNo + Add another card Previous Next Parenting costs Do you have any childcare or support costs, such as childminding, nursery/school fees, maintenance, or university support? Yes No Cost 1 Whose is this? Applicant One Applicant Two Type -- NurseryChildminderBefore/After School ClubsMaintenanceSchool FeesUniversity Fees/Support Monthly cost Ongoing? Yes No + Add another cost Previous Next Credit history Have you ever missed a credit or mortgage payment, had a default or County Court Judgement registered, or not kept to a credit agreement? Yes No Credit problem 1 Whose is this? Applicant One Applicant Two Problem -- Missed/late paymentsDefaultCounty Court JudgementMortgage ArrearsRepossession-HouseRepossession-otherRent Arrears Lender Type of credit -- Credit CardPersonalLoanHPRentMortgage How much When Month Year Settled? -- No Yes Earlier / can't recall exactly When settled Month Year + Add another credit problem Previous Next Bankruptcy, IVA & debt plans Have you ever been made bankrupt, entered into an Individual Voluntary Arrangement, or entered into a Debt Management Plan? Yes No Item 1 Whose is this? Applicant One Applicant Two Type -- BankruptcyIVADebt plan When started Month Year When settled (if applicable) Month Year + Add another Previous Next Known changes Do you know of any changes to your circumstances that may affect your ability to make future mortgage payments? Yes No Please provide brief details Previous Next Mortgage changes Do you intend to sell your property, or repay lump sums from your mortgage, in the next five years? Yes No Please provide brief details Previous Next Summary Please review your requirements on step 1. Confirm your email Those two don't quite match - which one is correct? First entry: Latest entry: New entry Re-enter your email Have you already identified a property you wish to purchase? Yes No Additional information Daytime phone Evening phone Mobile phone Please confirm your understanding We will not run credit searches on your credit file(s) until requested to do so. Please confirm that you understand we do not run credit searches without your further permission. We will keep your data securely on file in line with our privacy policy. Data will not be passed to third parties without your permission. Please confirm that we may keep your data securely on file and use it to assist you. We may contact you by telephone, email, or post, to keep you updated on the progress of your enquiry or application. Please confirm that we have your permission to contact you. Previous Submit ✓ Thank you Your Background Information has been received. One of our Qualified and Experienced Advisers will review it and be back to you shortly. If you need to contact us sooner please call our Team on 020 8979 9684
