Fillable 5 year + Fixed rate additional information form (Complete FS)

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5 year + Fixed rate additional information form (Complete FS)

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The 5 year + Fixed rate additional information form (Complete FS) form is 2 pages long and contains:

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  • 14 check-boxes
  • 100 other fields

Country of origin: UK
File type: PDF

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5 year + Fixed rate
additional information form
Personal details - applicant 1 Personal details - applicant 2
Account number
Full names Full names
Residential mortgage details - applicant 1 Residential mortgage details - applicant 2
We will use a desktop valuation to assess the residential property being used to support this application. The applicant will NOT incur any
additional costs.
Mortgage balance £ Mortgage balance £
Estimated valuation £ Estimated valuation £
Interest rate % Interest rate %
Repayment method Repayment method
Term remaining Years Months Term remaining Years Months
If a part and part mortgage please use the below to provide full details.
Mortgage balance £ Mortgage balance £
Interest rate % Interest rate %
Repayment method Repayment method
Term remaining Years Months Term remaining Years Months
5 year + assessment - applicant 1 5 year + assessment - applicant 2
Please provide information on one of the following, it is NOT necessary to complete all 3 sections.
If you choose option D please complete overleaf.
Net
worth
A. Equity
Greater than £250,000 in main residence
A. Equity
Greater than £250,000 in main residence
B. Portfolio Equity (greater than £500,000 - including residential property)
Please provide a fully completed property portfolio form
B. Portfolio Equity (greater than £500,000 - including residential property)
Please provide a fully completed property portfolio form
EDI
C. Income
Please provide evidence of the applicant’s income:
PAYE: latest payslip OR P60
Self-employed: Latest set of accounts OR SA302 OR Tax Calculation
C. Income
Please provide evidence of the applicant’s income:
PAYE: latest payslip OR P60
Self-employed: Latest set of accounts OR SA302 OR Tax Calculation
Liquid
assets
D. Available assets
Please complete the form overleaf together with supporting validation
D. Available assets
Please complete the form overleaf together with supporting validation
Documentation supplied - applicant 1 Documentation supplied - applicant 2
Net
worth
B. Existing property portfolio form B. Existing property portfolio form
EDI
C. Incomeconrmation C. Incomeconrmation
Liquid
assets
D. Assets and Liabilities statement (overleaf)
(and supporting validation)
D. Assets and Liabilities statement (overleaf)
(and supporting validation)
Important information
Tobecondentthatthemortgagecanberenancedattheendofthe5year+xedrateperiod,wheretheLTVexceeds60%wewill
assess affordability at a rate of 5.5%.
If the rental income is below the minimum required, customer(s) should demonstrate they are able to meet any difference through
net worth in other property, available liquidity or earned disposable income (EDI).
Statement of financial position as at: / /
Buy to let personal assets and liabilities statement
Please provide documentary evidence to support
Liabilities (£)
(Please provide a breakdown of property portfolio where applicable)
Buy to let loans £
Total commercial loan size
(excluding buy to lets)
£
Liabilities (£)
(Please provide a breakdown of property portfolio where applicable)
Buy to let loans £
Total commercial loan size
(excluding buy to lets)
£
Investments/cash deposits
(e.g. public company shares, debtors, other investments - please specify in the
left hand column)
£
£
£
£
£
£
£
Investments/cash deposits
(e.g. public company shares, debtors, other investments - please specify in the
left hand column)
£
£
£
£
£
£
£
Other liabilities
(e.g. overdrafts, credit card balances, unsecured loans, hire purchase, directors
loan(s), maintenance etc - please specify in the left hand column)
£
£
£
£
£
£
£
Other liabilities
(e.g. overdrafts, credit card balances, unsecured loans, hire purchase, directors
loan(s), maintenance etc - please specify in the left hand column)
£
£
£
£
£
£
£
Total value of assets &
investments
£
Total value of assets &
investments
£
Total liabilities
£
Total liabilities
£
Applicant 1 Applicant 2
Assets (£)
(If you complete options A and/or B, please complete our existing property
portfolio form)
1. Number and value of
buy to let properties
£
2. Number and value of
commercial property/ies
£
Assets (£)
(If you complete options A and/or B, please complete our existing property
portfolio form)
1. Number and value of
buy to let properties
£
2. Number and value of
commercial property/ies
£
We can provide literature in large print, Braille and audio tape. Please ask us for this leaet
in an alternative format if you need it.
Precise Mortgages is a trading name of Charter Court Financial Services Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority (Financial Services Register Firm Reference Number 494549). Registered in England and Wales with company
number06749498.Registeredofce:2CharterCourt,Broadlands,WolverhamptonWV106TD
01723 (1.8)
PLEASE NOTE: You only need to complete this form if 'D' (Liquid assets) is chosen on the previous page.
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5 year + Fixed rate additional information form (Complete FS)

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Completed 5 April 2021

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