Forms & Factsheets

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

Offset savings declaration form

• Size: 77 KB
• Format: PDF

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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.