Additional Applicant — TW Mortgages

Before You Start

Please complete the details for the applicant being added to the mortgage file. Only complete sections that apply, and use approximate figures where exact amounts are not available.

Existing File Details

Existing applicant name

Relationship to first applicant

Current property / file address

Personal Details

Title

Forename

Middle name(s)

Surname

Previous names

Date of birth

Sex

Marital status

Nationality

Do you have the right to reside in the UK?

National Insurance number

Expected retirement age

Are you a first-time buyer?

Residence status

Contact Details

Mobile telephone

Home telephone

Work telephone

Email

Preferred contact method

Best time to call

Address Details

Correspondence address

Time at current address - years

Time at current address - months

Current address status

Previous Address History

Please provide previous addresses if you have lived at your current address for less than 3 years, or if you think a lender may need your address history.

Previous address 1

Previous address

Time at address - years

Time at address - months

Dependants and Household

Do you have any financial dependants?

Number of financial dependants

Ages of dependants

Please provide any other dependant details that may be relevant

Will anyone aged over 17 live at the property who will not be party to the mortgage?

Details of anyone over 17 who will live at the property but will not be on the mortgage

Employment and Income

Employment status

Main Employment

Occupation / job title

Company / employer name

Company / employer address

Company telephone

Length of service - years

Length of service - months

Basic annual income / salary

Net monthly income / take-home pay

Guaranteed overtime

Regular overtime

Guaranteed bonus

Regular bonus

Dividends

Additional employment income

Are you expecting any changes to income or expenditure?

Self-Employed / Business Details

Type of business

How many years in business?

Share of business

Profits - latest year

Dividends - latest year

Drawings - latest year

Profits - previous year

Dividends - previous year

Drawings - previous year

Profits - year before that

Dividends - year before that

Drawings - year before that

Accountant name

Accountant telephone

Accountant address

Additional Income

Do you have any additional income?

Please only complete the income types that apply.

Tax credits - gross per year

Tax credits - net monthly

Child benefit - gross per year

Child benefit - net monthly

Pension income - gross per year

Pension income - net monthly

Investment income - gross per year

Investment income - net monthly

Maintenance income - gross per year

Maintenance income - net monthly

Other income - gross per year

Other income - net monthly

Other income details

Liabilities

Do you have any credit cards, loans, hire purchase, car finance, student loans, overdrafts, or other regular credit commitments?

Please list each liability separately. Include credit cards even if they are cleared in full each month.

Liability 1

Type

Lender

Loan / limit

Outstanding balance

Monthly payment

Start date

Months left

Purpose

Account number / reference

Do you intend to repay this with the mortgage?

Data Confirmation

I confirm that the information provided is accurate to the best of my knowledge and I consent to TW Mortgages using this information to update the mortgage file.

I confirm that I have read the TW Mortgages privacy policy and understand how my data will be used.

Second Applicant Information Form