Personal Home Loan Application Form



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Transcription:

Personal Home Loan Application Form Name: A/C No.: PFC / RM Code: Call +234-1-270 2167 www.standardchartered.com/ng Personal Home Loan Check List Original ID Sighted and Copy Taken (International Passport/Drivers Licence and Company ID). 1 Passport size photograph. Letter from the employer (Permanent staff only). 3 Recent payslips (Original or copy certified by employer). verification (utility bills, Tenancy Agreement). Letter of Employment. Mortgage protection & Building Insurance forms duly completed and signed. Sale agreement duly signed. Bank statements for the last 12 months (for non SCB customers). 3 years audited financials (for self employed Customers). Invoice /Purchase Agreement.

Please complete this form in block capitals and return to one of our Personal Financial Consultants in your local branch or the Sales Manager for Mortgages PERSONAL DETAILS Title (tick appropriate box) Mr Mrs Miss Dr Prof Present residential address Rented Owned Mortgaged First name Surname Previous name(s) if any (e.g. maiden name) Middle Name Length of stay at your present address? If you have lived at your present address for less than 3 years, please give details of previous residential address below. (include postal address) Marital Status No. Of Children Nationality Identity card No. Country of residence No. Of Dependants Form of Identity Date of birth (DD/MM/YYYY) From (DD/MM/YYYY) To (DD/MM/YYYY) Please give the telephone numbers that we can use to contact you: Office No. Home No. Mobile Fax No. E-Mail YOUR EMPLOYMENT DETAILS If you are: Employed, please complete section A; A. If you are employed Occupation Employer's name Contact name Self-employed, please complete section B If salary is not paid to a Standard Chartered Bank Account are you willing to open an account with Standard Chartered Bank and have your salary mandated to the account if your l oan is approved? Yes No (Your employer would have to commit to deduction at source) If you have been at your present employment for less than three years, please give full details of previous employment. Previous Employer's Name Employer's Telephone Number Employer's Fax Number Postal Contact Name Length of time with your present employer? Employer's Tel No. Employer's Fax No. Month / Year (DD/MM/YYYY) Anticipated Retirement age Duration worked: From (DD/MM/YYYY) To (DD/MM/YYYY) Please state to which department or to whom reference should be made? Is salary paid direct to SCB by your employer? Yes No B. If you are self - employed Business Trading Name Please state trading account profits before tax for the last two years. (These are earnings after deduction of sales and administrative expenses, but before tax deduction. Please pro - rata figure is applicable.) Year ended N Nature of business Date and place of incorporation (DD/MM/YYYY) Year ended N How long have you been self - employed? Years Company Registration Number Months MY BUDGET PLANNER Please attach Original document to assist in the fast processing of your application. Please attach latest ORIGINAL payslip Monthly Income Salary Commissions/Royalties etc Rentals Receipts Other Income Total (I) Monthly Expenses Total payroll deductions Loan payment/lease rental Mortgage payment Overdraft/Card payment Total(E) Surplus (S=I-E)

BANK DETAILS Do you have accounts existing facility with Standard Chartered Bank Nigeria Limited (tick appropriate box)? Yes Account No. Branch No. of years account held Account No. Branch No. of years account held Details of Facility Banks Institution/ Branch A/C Type Facilities Taken Monthly Repayment Outstanding amount No EXISTING MORTGAGE (if applicable) Complete this section if you have an existing mortgage with another lender Name of lender (if applicable) What is the current value of the property? N Mortgage Account Number When did this mortgage start? (DD/MM/YYYY) Do any companies or persons hold charges over your property where no Monthly payments are required, e.g. Matrimonial charges? Yes NO What amount is outstanding on your current mortgage? N Will your existing mortgage(s) be paid off by your new mortgage? Yes No (if no what are your intentions?) MORTGAGE DETAILS (Please proceed to the applicable section) A. Purchase Purchase price N Purchase of completed building Amount of loan Required N Construction (Note that you will be expected to make an equity contribution as advised by our representative) Tenor of Loan B. Re- Mortgage (Mortgage Transfer) Amount of existing mortgage? N A (include any associated linked accounts) Any additional amount N B Tenor of Loan Purpose of additional amount Total amount of borrowing required? N A+B Is the name(s) on this application different to that of your current mortgage? No Yes (please give the names on your current mortgage in section B) (If the new mortgage is to be in different names compared to your existing mortgage, then a Transfer of Equity may delay the re-mortgage process). A. Please enter the details of the property you want to mortgage Town, Estate, Location PROPERTY DETAILS Plot No. Street Road Title No. Plot Size What is the purchase price or, for a re - mortgage, the estimated current value? N B. Property description (tick where applicable) House / Bungalow Flat Maisonette No of Bedrooms Type of tenor Freehold Leasehold

Vendor (seller s name) (where applicable) On what date is the sale expected to be completed and purchase price paid? Name and contact details of your lawyer/advocate(s) if applicable For Leasehold properties only: Un-expired term of lease Years Ground Rent Per Annum Service / maintenance per annum VALUATION AND VIEWING ARRANGEMENTS We will require a valuation of the property for the purpose of assessing your mortgage application. It is recommended that a more detailed report is appropriate for your own protection. If you are applying for a mortgage, this is normally required as we will carry out our own assessment of the property value. Bill of Quantities will be verified by an approved Quantity Surveyor. Please make sure that the person with whom an appointment to be arranged is aware that they will be contacted. Who should the valuer contact to arrange the inspection? In case of a re-mortgage, this may be you. Name For re-mortgage, tick here if the address is the same as the property address entered in Property Details Section, else use the box below. (including postcode) Contact Number Best time to contact: Day time Evening For purchase only, please provide details of the person selling the property. Name (if different from property address including postcode). First Referee (Relative) Second Referee (Close Friend) Surname Surname Other name Other name Occupation Occupation Telephone (Home) Telephone (Work) Telephone (Home) Telephone (Work) I would like to apply for (tick as appropriate) Mortgage loan with employer deduction at source repayment option Mortgage loan with direct debit repayment option from SCB salary account EMPLOYERS CONSENT FOR REPAYMENT MODE We confirm the details as above. We also confirm that we will not accept any instructions to discontinue salary or loan payments to SCB without prior written confirmation of Standard Chartered Bank Nigeria Limited. Company Name: Name of Company Official: Position held/job title: Date Company stamp

CUSTOMER DECLARATION I authorise you to obtain any information you may require relating to this application from my employer, if any and from any other source to which you may apply, each source being hereby authorised by me to provide you with such information. I undertake to notify the Bank immediately of any situation which materially changes the representation of this application. I hereby authorise the Bank to disclose any and all information in respect of my account to the guarantor s for as long as the guarantors liability of this debt outstands. I confirm that the Bank has not offered any advice regarding suitability of property or mortgage and that I shall obtain independent legal advice with regard thereto. I confirm that I am in good health. I accept and agree to be bound by the terms and conditions as contained in the Bank Facility Letter. Applicant's Date (DD/MM/YYYY) BANK USE ONLY Check list for PFC or Sales Manager All customer checklist details obtained KYC Factiva CRMS MID If non citizen, attach permanent resident permit RM/PFC Name Code Recommended by Sales Manager Product Code Employer/Dealer Code Checklist for Loan Centre Debt ratio Repayment period (months) Approval level Installment amount Interest rate Score/Grade 6 months statement checked against payslip Loan Centre Manager s Name Credit Approver s Name Head of Credit s Name Credit Operations Manager s Name

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