Test Form

PERSONAL DETAILS
1st Applicant 2nd Applicant

Title

Title

Your Full Name

Your Full Name

Your date of birth dd/mm/yyyy

Your date of birth dd/mm/yyyy

Marital Status

Marital Status

Current Address

Current Address

Post Code

Post Code

Time At Current Address (Years and months)

Time At Current Address (Years and months)

Status (Owner, Renting, Family & Friends)

Status (Owner, Renting, Family & Friends)

If Less Than 3 Years Please Give Previous Address

If Less Than 3 Years Please Give Previous Address

Post Code

Post Code

Time At This Address

Time At This Address

Number Of Financial Dependents (required)

Number Of Financial Dependents

Contact Number Daytime (required)

Contact Number Daytime

Contact Number Evening (required)

Contact Number Evening

Mobile Number

Mobile Number

Email Address

Email Address

Best Way To Contact You

Best Way To Contact You

Best Time To Contact You

Best Time To Contact You

EMLPOYMENT DETAILS

Employment Status

Employment Status

Occupation

Occupation

Employer Name

Employer Name

Type Of Contract (Permanent, Contract Worker, Zero Hours, Agency)

Type Of Contract (Permanent, Contract Worker, Zero Hours, Agency)

Time In Current Job (Years and months)

Time In Current Job (Years and months)

Time In Continuous Employment

Time In Continuous Employment

SELF EMPLOYED DETAILS

CIS Sub Contractor (Y/N)
YesNo

CIS Sub Contractor (Y/N)
YesNo

Name Of Business

Name Of Business

Type Of Business

Type Of Business

Self Employed Start Date

Self Employed Start Date

Self Employed Income

Self Employed Income

Sole Trader / Partnership - Your share of NET profit declared on Tax Return

Sole Trader / Partnership - Your share of NET profit declared on Tax Return

Company Directors - Salary and Dividend declared on Tax Return

Company Directors - Salary and Dividend declared on Tax Return

Last 2 Years Figures

Last 2 Years Figures

Has Your Business Made a Loss in The Last 3 Years? (Y/N)

Has Your Business Made a Loss in The Last 3 Years? (Y/N)

Do You Use An Accountant? (Y/N)

Do You Use An Accountant? (Y/N)

Smoker
YesNo

Smoker
YesNo

MORTGAGE REQUIREMENTS

Purchasing Situation

Where are you in the buying process

Type of Mortgage required

Type of Mortgage rate

Mortgage Period ( ?? years)

Amount to Borrow (£'s)

Deposit Amount (£'s)

Value of Property (£'s)

Address of Property you wish to purchase

Postcode of Property

Type of property

Tenure of property

Number of bedrooms

How many years remaining on the lease?

Is the property built of brick/stone with slate/tile roof?

YesNo

If no give details

Is the property to be your primary residence?

YesNo

If no give details

Selling Agent Details

Valuation of Property / Properties

Amount of deposit

Estimated rental income per month (If applicable)

FINANCIAL DETAILS (Please Be Precise)

Gross basic annual salary

Gross basic annual salary

Overtime / Bonus / Commission etc.

Overtime / Bonus / Commission etc.

Car Allowance

Car Allowance

Shift Allowance

Shift Allowance

Any Additional Income (e.g. tax credits, rental income etc)

Any Additional Income (e.g. tax credits, rental income etc)

What is this additional income?

What is this additional income?

Savings balance

Savings balance

ANY DEDUCTIONS FROM SALARY

Student Loan Per Month

Student Loan Per Month

Pension Per Month

Pension Per Month

CREDIT CARD 1

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

CREDIT CARD 2

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

CREDIT CARD 3

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

PERSONAL LOAN 1

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

PERSONAL LOAN 2

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

PERSONAL LOAN 3

Lender Name

Lender Name

Balance

Balance

Monthly Repayment

Monthly Repayment

Would you like to consolidate this?
YesNo

Would you like to consolidate this?
YesNo

Monthly Rent / Mortgage commitments

Monthly Rent / Mortgage commitments

Other Monthly Outgoings

Other Monthly Outgoings

Do you have any CCJ's or other judgement's against you?
YesNo

Do you have any CCJ's or other judgement's against you?
YesNo

Have you ever been declared bankrupt?
YesNo

Have you ever been declared bankrupt?
YesNo

Details of CCJ's, arrears or defaults

Details of CCJ's, arrears or defaults

EXISTING MORTGAGE DETAILS

Name of lender

Name of lender

Term remaining

Term remaining

Amount Still Owed

Amount Still Owed

Any redemption penalties

Any redemption penalties

Value of current property

Value of current property

Additional Comments or information

Additional Comments or information

To aid us with your application we may need your authority to credit score your application, this enables Lenders to access your credit file using a credit reference agency. Do you give your authority for us to do this on your behalf?

YesNo

I declare that the information supplied is true and correct and that I have read the Standard Terms and Conditions.

I AGREE

By clicking submit I agree that Pacific Financial Services (North West) Ltd may use my data in accordance with their Data Protection Statement.

I also agree that Pacific Financial Services (North West) Ltd or any company associated with them may contact me for marketing purposes by e-mail, telephone, post or SMS.

Written quotations available. Mortgage or remortgage secured on property. Insurance may be required.

Your property may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it. The Financial Conduct Authority does not regulate Business Buy to Let mortgages or most commercial mortgages.


Leave a Reply

Address

Pacific Financial Services Ltd
150 Briercliffe Rd
Burnley
Lancashire
BB10 2NZ
01282 420334

Socialise With us

Subscribe to our Newsletter