Buttereld Mortgage and Loan Application
FOR BANK USE ONLY
CIF no.
FLL application no.
( ) ( )
( )
DD / MM / YY
DD / MM / YY
APPLICATION FOR (PLEASE INDICATE) Failure to complete all relevant information may delay the processing of this application
PERSONAL LOAN MORTGAGE Individual application Joint application Date
Purpose of loan
Sale Price (if applicable) $ Amount requested $ Term requested
PRIMARY APPLICANT
PERSONAL INFORMATION
ID type ID number
Mr. Mrs. Ms. Miss
Last name First name Middle name(s) Maiden name
Birth date Mother’s maiden name (for security purposes) Social Insurance Number
Married Unmarried Separated/Divorced Widowed No. of dependents Ages
Bermudian Yes No Nationality Work Permit holder Yes No Date moved to Bermuda
Relation to Butterfield Customer Employee/Director
ADDRESS
Home address Parish Postal code
Mailing address (if different from above) Time at present address (yrs)
Previous address Time at previous address (yrs)
E-mail address Home telephone Cellular number
Residence Rent Own Own free & clear Live with relatives
Name and phone number of mortgage holder or Landlord
EMPLOYMENT
Name of present employer Occupation Years of employment Work telephone
Previous employer Years of employment
Do you have any outstanding debts with Bermuda Credit Association?
Yes No If yes, give details
Do you have any outstanding judgements or are you a defendant in any suits or legal action?
Yes No If yes, give details
Do you have any obligations as an endorser, co-maker or guarantor?
Yes No If yes, give details
I am also interested in:
Credit Cards Savings accounts Chequing accounts Insurance Other (please state)
The Bank of N.T. Butterfield & Son Limited
SECONDARY APPLICANT
PERSONAL INFORMATION
Relationship to primary applicant
ID type ID number
Mr. Mrs. Ms. Miss
Last name First name Middle name(s) Maiden name
Birth date Mother’s maiden name (for security purposes) Social Insurance Number
Married Unmarried Separated/Divorced Widowed No. of dependents Ages
Bermudian Yes No Nationality Work Permit holder Yes No Date moved to Bermuda
Relation to Butterfield Customer Employee/Director
ADDRESS
Home address Parish Postal code
Mailing address (if different from above) Time at present address (yrs)
Previous address Time at previous address (yrs)
E-mail address Home telephone Cellular number
Residence Rent Own Own free & clear Live with relatives
Name and phone number of mortgage holder or Landlord
EMPLOYMENT
Name of present employer Occupation Years of employment Work telephone
Previous employer Years of employment
Do you have any outstanding debts with Bermuda Credit Association? Yes No
If yes, give details
Do you have any outstanding judgements or are you a defendant in any suits or legal action? Yes No
If yes, give details
Do you have any obligations as an endorser, co-maker or guarantor? Yes No
If yes, give details
I am also interested in: Credit Cards Savings accounts Chequing accounts Insurance Other (please state)
I/We hereby declare that the information which I/we have arranged to provide to you in support of this application is true and complete in all material respects and that no
information is omitted in relation to any of the items describing my/our liabilities.
I/We authorise you to contact such persons as you think fit to verify the correctness and completeness of this information and authorise any such persons to release it to you.
Kindly debit $ from my/our account I/N/O commencing on and on the day of the month on a
monthly / quarterly / annual / other: basis. This authority is to remain in effect until cancelled in writing by me/us. In the event my/our primary
account has insufficient funds to cover my/our loan payments, I/we hereby give authorisation for the Bank to debit any other joint account with the same signatory requirements
or any individual account in any of our names to cover the monthly commitment.
Signature of primary applicant Date Signature of secondary applicant Date
Buttereld Mortgage and Loan Application
The Bank of N.T. Butterfield & Son Limited
( ) ( )
( )
FOR BANK USE ONLY
CIF no.
FLL application no.
DD / MM / YY
DD / MM / YY
click to sign
signature
click to edit
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signature
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Facility type Expiry date
Signature of primary applicant Date
Signature of secondary applicant Date
$
SBN TBREB R 001 R ev 11 /11
The Bank of N. T. Bu tterf ield & Son Limit ed
Value
Balance
Balance
I/We hereby declare that the information provided herein is true and complete in all material respects and that no information is omitted in relation to any of the items described in
my/our Income Statement and Statement of Net Worth.
$
BANK USE ONLY
Butterfield Mortgage and Loan Application
Amount
Additional credit approved
CURRENT ASSETS (What I own)
INCOME STATEMENT
Notes: (1) Enter the income you receive on a regular basis (overtime, second job, alimony, investments, 50% of rental income, etc.)
(2) Include your total estimated monthly mortgage and/or personal loan payment(s). As a guide, your total fixed monthly expenses should not exceed 50% of your total monthly income.
STATEMENT OF NET WORTH
$
$
$
$
$
$
TOTAL ASSETS
Other
Boat
Automobile
Real estate
Home
FIXED ASSETS
TOTAL CURRENT ASSETS
Other (please specify)
What I’m owed
Stocks/Mutual Funds
Investments
Term Deposits
Chequing and Savings Accounts
Yacht & Pleasure Craft
Home & Contents
Creditor Life & Disability
Motorcar & Motorcycle
Insurance: I wish to obtain the following insurance:
(Total Assets minus Total Liabilities)
NET WORTH
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL LIABILITIES
Other debts (please specify)
Other (please specify)
Butterfield
Credit Card limits
Personal loans (please describe below)
Mortgage
LIABILITIES (What I owe)
PERSONAL FINANCIAL STATEMENT
TOTAL MONTHLY INCOME
Pension
Bonus
Other income (please specify)
Rental income (halved)
Secondary applicants salary (net)
Primary applicant’s salary (net)
MONTHLY INCOME (1)
MONTHLY FIXED EXPENSES (2)
Mortgage
Rent
Insurance premiums/maintenance fees
Installment payment/loans
Car
Furniture
Personal loans
Credit Cards
Other
TOTAL FIXED MONTHLY EXPENSES
$
$
$
$
$
$
$
$
$
$
0
0
0
0
0
0
click to sign
signature
click to edit
click to sign
signature
click to edit