Forms & Factsheets

Here you'll find all of the forms and factsheets that'll assist you in doing business with Accord.

Accountants Reference

Sole Trader Accountants Reference

  • Size: 90 KB
  • Format: PDF

Ltd Company Accountants Reference

  • Size: 88 KB
  • Format: PDF
Most popular guides

We’ve made lots of changes – our famous 15

  • Size: 330 KB
  • Format: PDF

Guide to applications - employed clients

  • Size: 1357 KB
  • Format: PDF

Guide to applications - self-employed clients

  • Size: 1748 KB
  • Format: PDF
Other guides and factsheets

Payment difficulties factsheet

  • Size: 94 KB
  • Format: PDF

Tariff of Mortgage Charges factsheet

  • Size: 114 KB
  • Format: PDF

Financial Service Compensation Scheme

  • Size: 109 KB
  • Format: PDF
Offset mortgages

Guides and information on how to open and operate an Offset mortgage.

Opening and operating your Offset Account

  • Size: 87 KB
  • Format: PDF

Offset Savings Application Form

  • Size: 77 KB
  • Format: PDF

Offset Options Guide

  • Size: 126 KB
  • Format: PDF
ACC0772EB Thumbnail

Offset savings declaration form

  • Size: 77 KB
  • Format: PDF
Application forms

Portability, Additional Loans & Transfer of Equity.

All customers must have received a KFI before applying for an additional loan, a Transfer of Equity, or for a portability case.

If you would like a KFI please call our Regulated Sales team on 0345 1 200 891.

By downloading these forms you are confirming that a KFI has been issued.

Additional loan application form

  • Size: 89 KB
  • Format: PDF

Transfer of Equity application form

  • Size: 110 KB
  • Format: PDF

Mortgage application - portability and data capture

  • Size: 136 KB
  • Format: PDF

You can use the mortgage application form for portability cases and data capture only. New business must be applied for online, please log in. Portability cases cannot be submitted online please use the printed form only.

Other useful forms

Accord Declaration

  • Size: 65 KB
  • Format: PDF

Direct Debit Form

  • Size: 71 KB
  • Format: PDF

Replacement Property Form

  • Size: 58 KB
  • Format: PDF

Mortgage Deed (England & Wales)

  • Size: 50 KB
  • Format: PDF

Disclosure Authority Form

  • Size: 47 KB
  • Format: PDF
Other links