Application Forms

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Please ensure you give your client a copy of the Tariff of  Mortgage Charges if they request it.

Mortgage Application Form

Please use this form for applications with more than 2 applicants as we require postal submission. If more than 2 applicants, please ensure that two application forms are completed in full and the declaration page on each form is signed by all parties to the application. You can also use the form for data capture which can then be keyed onto our eMortgage system.

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Accountant Certificate

Please use this form where an applicant is self-employed (i.e. Sole Trader, Limited Company or LLP). This document needs to be fully completed by the applicants Accountant and scan and uploaded when submitting your minimum supporting documentation. Accounts and SA302’s are also acceptable however the Society’s preferred supporting document is the Accountant’s Certificate.

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Change Of Property Form

This form is currently unavailable. Please contact us on 0345 601 6683 for guidance on how to proceed with a change of property application.

eDeclaration Form

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Asset & Liability Statement

This form is to be used where an applicant has a total of more than five BTL (all lenders included).

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Decision in Principle Form

Please use this form for applications with more than 2 applicants or applicants with foreign addresses which require postal submission. For applications with 2 or less applicants with UK addresses, you can use this form for data capture which can then be keyed onto our eMortgage system.

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Re-Mortgage Fee Payment Authority Form

This form is to be used on re-mortgages when your broker fee is to be added to the loan amount. The maximum fee that can be charged to take advantage of this service is £500 and the total LTV including the fee added in cannot exceed 75%. This form must be sent immediately on submission of case to be used.

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If you have any queries please contact your Intermediary Relationship Manager.

Direct Debit Mandate

This form is to be used for paper mortgage applications and those submitted through eMortgages where the customer’s bank details have not been provided as part of the electronic submission.

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Gifted Deposit Declaration

This form should be completed by the giftor where there is a gift of money either towards the purchase of the property or to reduce the balance of the applicant’s existing mortgage. The form should be submitted by you, the broker, and must be received prior to offer.

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Guide to Credit Scoring

This document can be given to the customer which explains how credit scoring works and the credit reference agency that we use.

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Parental Leave Reference

This form is to be used for applicants that are currently on parental leave and it is to be completed by their employer.

Note: When we are made aware an applicant is on parental leave and this hasn’t been supplied with the minimum submission documents, Skipton will automatically request this from the employer.

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