For the use of mortgage intermediaries and other professionals only.

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downloadable forms

Application forms

*Mortgage application form

*Customer Confirmation

*TMB Interactive AIP form (for authorised Interactive users ONLY)

Multi Buy To Let Application FormMulti Buy To Let Application Form

Self Build Third Party Authority FormSelf Build Third Party Authority Form

 

Important

The following forms are to be used for urgent completions only - Otherwise conveyancers should use the form of mortgage deed which comes with their instructions.

Mortgage Deed England (Flexi Retention Installment)TMB Deed England & Wales - flexi, retention, instalment - to be used where the property is in England or Wales and there is an obligation to make Further Advances ie for Flexible Mortgages, where there is a retention and for mortgages being released in instalments (Self Build and Build Store)

Mortgage Deed EnglandTMB Deed England & Wales - to be used where the property is in England or Wales and the mortgage is NOT a Flexible Mortgage, there is NOT a retention and is NOT being released in instalments

Mortgage Deed ScotlandTMB Deed Scotland - to be used where the property is in Scotland

Mortgage Deed Northern IrelandTMB Deed Northern Ireland - to be used where the property is in Northern Ireland

Consent by Occupier to MortgageConsent by Occupier to Mortgage

 

documentation

Retention Documentation

*Intermediary Further Advance Data Capture Form

*Intermediary Product Transfer Data Capture Form

*Third Party Authority Form

 

Money Laundering

*Submission Form

*Requirements

*Name and Address Verification

 

Reference/Training Guides

AIP Submission GuideAIP Submission Guide

Sourcing Guide

Regulation Items

Examples of Material Changes

 

Other documentation

*Direct Debit Instruction

*Mortgage Conditions Leaflet

*TMB Submission Matrix

*TMB Interactive User Guide

*Information About Your Mortgage

Direct Debit GuaranteeDirect Debit Guarantee

Broker LIR Template

*Initial Interest and First Monthly Payment Rules

*Mortgage Fees Leaflet

 

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Important information | Terms and conditions

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise private clients, you must ensure it conforms to the Financial Services Authority's advising and selling rules.