Submission Checklist

For all cases:

• Signed and Completed Customer Declaration
• Signed and Completed Direct Debit Mandate

For Purchase cases:

• Evidence of deposit (If a gift we require a gifted deposit form)

In addition:

Employed Cases

• Last 2 months payslips

Self-Employed Cases

• Latest years accounts OR tax calculations (SA302) with the corresponding tax year overview (if trading less than 2 years)
• Last 2 years accounts OR tax calculations (SA302) with the corresponding tax year overviews (if trading 2 years or more)
• Last 3 months business bank statements

Contractors

• Copy of current contract
• 2 months bank statements showing evidence of contractor income.

For all cases:

• Signed and Completed Customer Declaration
• Signed and Completed Direct Debit Mandate

For Purchase cases;

• Evidence of deposit (If a gift we require gifted deposit form)

In addition:

For cases in individual’s names who are basic rate take payers with an ICR less than 140%;

• Proof of tax status – most recent payslip or SA302

For Ex Pat cases;

• Proof of income

For Portfolio Landlords with 4 or more Mortgaged BTL properties

• Complete the portfolio submission form and upload to e-Tech BTL Hub or E-mail the submission form to pfdocs@themortgagelender.com