This website is for use by authorised intermediaries only. Existing customers should visit the customer site Customer site here

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: 87 KB
  • Format: PDF

Ltd Company Accountants Reference

  • Size: 84 KB
  • Format: PDF
Other guides and factsheets
Offset mortgages

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

Offset Savings Application Form

  • Size: 1085 KB
  • Format: PDF

Offset Options Guide

  • Size: 287 KB
  • Format: PDF
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Offset savings declaration form

  • Size: 112 KB
  • Format: PDF
Application forms

Portability, Additional Loans & Transfer of Equity.

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

If you would like a mortgage illustration, please use our simple illustration request form. We’ll email the illustration to you within 24 hours.

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

Additional loan application form

  • Size: 2651 KB
  • Format: PDF

Transfer of Equity application form

  • Size: 1313 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

To fill out a form, open it with Adobe Acrobat or another PDF editor.

Accord Declaration

  • Size: 93 KB
  • Format: PDF

Direct Debit Form

  • Size: 71 KB
  • Format: PDF

Replacement Property Form

  • Size: 751 KB
  • Format: PDF

Mortgage Deed (England & Wales)

  • Size: 61 KB
  • Format: PDF

Disclosure Authority Form

  • Size: 67 KB
  • Format: PDF

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