Initial Questionnaire "*" indicates required fields Step 1 of 3 33% Confirm your detailsPlease confirm your matter reference e.g. SMI001/001*Please confirm your last name*Please confirm your date of birth* DD slash MM slash YYYY If there any minor name/address discrepancies on a Third Parties paperwork, please confirm your authority for us to amend?* Yes No Do we have permission to speak to certain third parties e.g. your Financial Adviser?* Yes No Do you need any additional assistance in understanding or accessing paperwork?* Yes No Do all applicants have a Valid Photo Identification?* Yes No Please list all clients that do not have a Valid Photo IdentificationHas the property changed ownership within the last 6 months?* Yes No Was it at market value? Yes No Do you own any additional land that is to be included in the Equity Release? Yes No What are the Land Registry Numbers? Add RemoveIs your property Buy to Let?* Yes No Is the property a second/holiday home?* Yes No Is the property your main residence?* Yes No Do you rent out any part of the property?* Yes No Can you provide details?Have you made or received any notices in relation to the property, e.g. boundary disputes, party wall notices, planning permission, compulsory purchase?* Yes No Can you provide details?Does your property have Solar Panels?* Yes No Please provide proof of payment and MSC certificates Drop files here or Select files Max. file size: 2 GB. Does anyone other than you live at the property, If so please provide us with the following:-Full NameDate of BirthRelationship to you Add Remove(Please note the Occupiers Deed may contain the Loan Amount)If relevant, please provide us with any tenancy agreements Drop files here or Select files Max. file size: 2 GB. Do we have consent to contact occupiers?* Yes No How much money have you applied for under the scheme? *What are the Equity Release Funds being used for?Are the funds being gifted?* Yes No To whom?How much?Do you think there will be a shortfall? Yes No How will you pay for the shortfall? Do you have any planned absences?Date fromDate to Add Remove Please provide your bank details if you have selected payment of your funds by Instant Payment.Account NumberSort CodeAccount HolderAccount NameOutstanding Mortgage AccountsLenderAmountAccount Number Add RemoveHave any unsecured charge(s)/mortgage(s) been repaid?* Yes No Has the property had flood or coastal erosion in the past 15 years?* Yes No For waste drainage, are you connected to the mains drains?* Yes No What kind of waste drainage do you have?What is the name of your Building Insurance company?Please upload an up to date policy Drop files here or Select files Max. file size: 2 GB.
