Fillable Requesttochangemyhomeloanbroker-pdf Request to change my home loan - Broker originated home loans

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Requesttochangemyhomeloanbroker-pdf Request to change my home loan - Broker originated home loans

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Page 1 of 5
Please only complete relevant sections.
If you would like to make a change to your home loan that isn’t covered in this form, please contact us or talk to your Broker.
Your Broker may contact you if we are unable to proceed with your request.
Home loan details
Home Loan Account Number (One home loan per form)
(in this form, your “home loan”)
Borrower 1 Full Name Borrower 2 Full Name
Broker Name
Broker Contact Mobile Telephone
(+61)
Change my Direct Debit frequency
Weekly Fortnightly Monthly
New Direct Debit amount
$
Note: This will not change your scheduled repayment. The new direct debit amount must not be less than your scheduled repayment.
I want to request the following change(s) to my home loan
Please tick and complete the relevant section(s) below:
Section 1a Fix my variable rate home loan for the entire loan amount
Section 1b Re-fix my entire Interest Only home loan at the end of the current fixed rate period
Section 2 Cancel my fixed rate period – switch to a variable rate
Section 3 Reduce my loan amount
Section 4 Change my interest only repayments to principal and interest repayments
Section 5 Change to a different product
Section 6 Add or remove NAB 100% offset arrangement
Section 7 Add or remove NAB Choice Package
Note: For NAB Flexiplus Mortgage Facilities, section 7 is the only applicable option.
Mandatory section to be completed
Section A Borrower(s) authorisation must be completed for all sections.
Section B Broker Declaration must be completed for all sections.
Please complete Application form in full in black or blue pen using CAPITAL LETTERS and where appropriate.
Request to change my home loan
For Broker originated home loans
Phone (Brokers Only): 1300 622 276 Phone (Customers): 13 22 65
Contact Hours: Mon – Fri 8am – 6pm (AEST/AEDT) Mon – Fri 8am – 7pm, Sat 7am – 6pm, Sun 9am – 6pm (AEST/AEDT)
Website: www.nab.com.au/personal/home-loans
Submit completed form via Email: LoanMods@nab.com.au
Section 1a Fix my variable rate home loan for the entire loan amount
Fix my rate for:
1 year 2 years 3 years 4 years 5 years
Indicative fixed interest rate
Note If your home loan has interest only repayments, your fixed rate period cannot exceed the interest only period available. To fix the rate for longer than
the interest only term, please call us. If the home loan currently has an offset arrangement, the offset will be inactive while you have a fixed interest rate.
If you would like to earn interest on your linked transaction or savings account (in accordance with the relevant account terms and conditions) during the
fixed rate period, you will need to cancel the inactive offset arrangement and reinstate it at the expiry of the fixed rate period.
Section 1b Re-fix my entire Interest Only home loan at the end of the current fixed rate period
Re-fix my rate for:
1 year 2 years 3 years 4 years 5 years
Repayment type
Interest Only in arrears Interest Only in advance (available for NAB Tailored Home Loans only)
Indicative fixed interest rate Transaction account number for interest to be charged to: (IO Advance only)
Note If your home loan has interest only repayments, your fixed rate period cannot exceed the interest only period available. To fix the rate for longer than
the interest only term, please call us.
Important for sections 1a and 1b
a) The fixed rate is indicative and subject to change. When converting from a variable to a fixed interest rate, the fixed rate that will apply for the period
will be the advertised rate on the day we receive your request.
b) The fixed rate period for your home loan will apply from the change date.
c) Your repayment amount may change and may increase.
d) During your fixed rate period, redraw is not available and interest offset does not apply.
e) During this period, you may incur economic costs if you:
– fully repay or make additional repayments greater than $20,000 to your home loan; or
– change your home loan from a fixed to a variable interest rate or to another fixed rate period or rate; or
– Your home loan becomes repayable because you are in default and we are required to end the fixed rate contract early.
f) At the end of the fixed rate period, your interest rate becomes NAB’s variable interest rate (applicable to your home loan at the time) and any interest
rate discounts may no longer apply, unless otherwise agreed with us.
Please refer to General Terms on our website for further details.
Section 2 Cancel my fixed rate period – switch to a variable rate
I am cancelling the fixed rate period on my home loan and understand that:
• I may pay an economic cost and accept the indicative cost as quoted by NAB is $ and
• My home loan rate will switch to NAB’s current variable rate applicable to my home loan on the change date.
The loan will be charged the economic cost amount if we process this change within 7 days, otherwise we will charge you the actual economic cost on the
change date and advise if it is different to the quoted amount. If there are insufficient funds available to meet the economic cost from my home loan, I authorise
NAB to transfer the shortfall from my NAB account number
Note: Brokers must calculate the indicative economic cost at the time of signing for this change to be processed. Brokers can call 1300 622 276 for a quote
on the economic cost, which is valid for 7 days.
Important
a) Before submitting this request, please review NAB’s indicative variable interest rates on our website, contact us or visit a NAB branch. After the change
date, your home loan rate will be NAB’s current variable interest rate applicable to your home loan product (and based on your loan purpose and
repayment type). Any interest rate discounts will no longer apply, unless otherwise agreed.
b) Your repayment amounts may change and increase. To find out your indicative repayment amounts, contact us. The actual repayment amount will be
determined on the change date.
c) Your home loan may be eligible for an offset account, please refer to section 6.
Page 2 of 5
Page 3 of 5
Section 3 Reduce my loan amount (excludes NAB Flexiplus Mortgage and NAB fixed rate loans)
Decrease my home loan to (amount of credit) $
Your scheduled repayment will be adjusted in accordance with the new amount
Important
a) To find out your indicative repayment amounts, contact us. The actual repayment amount will be determined on the change date.
b) If you reduce your amount of credit, any available redraw funds may be reduced. To find out more contact us.
c) If you have NAB Mortgage Protect (NMP) insurance linked to the loan account and ask us to change the loan limit, the life benefit amount will
automatically adjust to the amount owing each year at the policy anniversary. The premium will also be adjusted at this time. Please read the following
NMP Product Disclosure Statement (PDS) before you proceed.
Section 4 Change my interest only repayments to principal and interest repayments
Change my interest only repayments to principal and interest repayments on my home loan.
Important
a) Home loan repayments will change and may increase. To find out your indicative repayment amounts contact us. The actual repayment amount will be
determined on the change date.
b) If you change your repayments, your interest rate becomes NAB’s variable interest rate (applicable to your home loan product) and any interest rate
discounts may cease to apply, unless otherwise agreed with us.
Section 5
Change to a different product
Swap my home loan to (select one only):
Product group
NAB Base Variable Rate Home Loan (P&I)
NAB Tailored Home Loan* (P&I)
* If the home loan currently has an offset arrangement and you wish this to be removed OR you wish to add an offset arrangement please
complete Section 6.
*If you would like your home loan added/removed from a package, please complete Section 7.
Exceptions (a new application is required):
• You cannot swap a Defence Force Home Loan or Defence Force Home Owner Loan to any product.
• You cannot swap a term loan to a FlexiPlus Mortgage and NAB Portfolio Facility products, and vice versa.
• You cannot swap FlexiPlus Mortgage to a NAB Portfolio Facility and vice versa.
• You cannot swap loans contracted prior to December 2000 (inclusive).
Important
Change to a different product
a) Product swap may incur fees that did not apply previously apply. Please refer to A guide to fees and charges - Personal Banking Fees
brochure available at nab.com.au or contact us.
b) When switching from a NAB Base Variable home loan or Employees Choice Package home loan to a NAB Tailored home loan,
you will
incur a monthly service fee of $8.00 if your
home loan
is not included in a Choice Package or Private Tailored Package
and
Employees
Choice benefits will no longer apply
. The monthly service fee is payable on the last banking day of each month except for the month of
the change date.
c) When switching from an Employees Choice Package home loan to a NAB Base Variable Rate home loan interest
offset does not apply
and
Employees Choice benefits will no longer apply
.
d) Product swap may result in change to your interest rate and any interest rate discounts may cease to apply, unless otherwise agreed
with us.
e) When switching from Employee Choice FlexiPlus Mortgage to NAB FlexiPlus Mortgage you will incur a Facility Fee of $250 if your loan is
not included in a NAB Choice Package, and Employees Choice benefits will no longer apply. The annual Facility Fee is payable on the last
banking day of the month in which the credit limit is established.
Page 4 of 5
Section 6 Add or remove NAB 100% offset arrangement
Add my – NAB linked transaction or savings account number to an offset arrangement with my home loan.
If this account is currently offsetting a different home loan, I authorise this to be swapped to the home loan on this application.
Remove my – NAB linked transaction or savings account number from an offset arrangement with my home loan.
Important
a) NAB 100% offset arrangement is available on request for all NAB Variable Rate home loans except NAB Base Variable Rate home loan and NAB Flexiplus
Mortgage Facility.
b) For an offset arrangement, a transaction or savings account needs to be already opened in the same name(s) as the home loan and it can only be linked to one
transaction or savings account.
c) The offset arrangement will not apply during any fixed rate period.
d) You will not earn interest on the account balance of your nominated offset account.
Section 7 Add or remove a NAB Choice Package
(Only applicable for NAB Tailored Home Loan and NAB Flexiplus Mortgage.)
Please add my home loan to a NAB Choice Package
And add my NAB deposit account number (Contact us if you wish to add more than one)
Please remove my home loan from my package
Important
• If your home loan ceases to be in a Package, your interest rate becomes NAB’s variable or fixed interest rate (applicable to your home loan product at the
time) and all interest rate discounts will cease to apply, unless agreed otherwise with us.
• Package benefits will only apply to products and services that are part of your NAB Choice Package.
• Please consider the Package Terms & Conditions which will apply (available at nab.com.au/personal/home-loans/nab-choice-package).
Add NAB Choice Package
• Package fees and charges are payable. Please refer to A guide to fees and charges - Personal Banking Fees brochure (available on nab.com.au).
• You will incur an annual fee of $395, payable yearly on the date the Package is established.
Remove NAB Choice Package
• Please be aware that fees on credit cards will now become payable. Please refer to your Credit Contract and A guide to fees and charges - Personal
Banking Fees brochure (available on nab.com.au).
• When removing a NAB Choice Package from your NAB FlexiPlus Mortgage Facility you will incur a Facility Fee of $250 per annum, payable on the last
banking day of the month of each anniversary of the credit limit establishment date.
• When removing a NAB Choice Package from your NAB Tailored Home Loan you will incur a Service Fee of $8 per month, payable on the last banking day
of each month, except for the month that the Package is removed.
Section A Borrower(s) authorisation – must be completed for all sections
I request and authorise, should my request be accepted, NAB to change my home loan in accordance with this Request To Change My Home Loan form and my Credit Contract.
Trust Name
Please tick here if you are executing as individual trustee and insert trust name
All borrowers must sign and date
Signature of borrower 1 Date Signature of borrower 2 Date
✕✕
/ /
✕✕
/ /
Name Name
Company Execution (if applicable)
Please tick here if you are signing as Sole Director and Sole Company Secretary Please tick here if you are executing as company trustee and insert trust name
Company Name
Executed by the company named above in accordance with Section 127 of the Corporations Act 2001 (Cwlth).
Signature Date Signature Date
✕✕
/ /
✕✕
/ /
Name Name
Office held Office held
Section B Broker Declaration – must be completed for all sections
By signing and submitting this Request To Change My Home Loan form I declare:
• I act on behalf of the borrower(s) to make the request completed in this form;
• I have explained to the borrower(s) the implications of the requested home loan changes.
• The changes selected in this form correctly reflect the borrower(s) instructions.
• I am authorised by the borrower and each co-borrower (where applicable) to submit this request form to NAB on their behalf and retain evidence of
their authorisation.
Broker Signature Date Broker ID
✕✕
/ /
Broker Company Name
Page 5 of 5
©2020 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 A123268-2020
NAB use only - Only to be completed if a banker is assisting with the completion of this form
Name of banker (mandatory) Location/segment (mandatory) eg. Retail, NAB Business
Section 6 – Add or remove 100% offset arrangement
• The deposit account cannot include the name of a person who is not a borrower. For example, if the deposit account is in two names and the home loan is
only in one name, the account cannot be used.
• The deposit account must be in the name of at least one borrower. For example, if the home loan is in two names and the deposit account is in only one of
their names, the deposit account can be used.
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Completed 19 May 2020

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