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Beech Finance Fact Find Questionnaire

Title(*)
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Forenames(*)
Please let us know your name.

Surname(*)
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Date of Birth(*)
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Click Calendar or input dd/mm/yyyy

Age Next(*)
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Marital Status(*)
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Dependents(*)
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Select Highlight Multiple Numbers for Dependents if required.

Dependent 1 Age
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Dependent 2 Age
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Dependent 3 Age
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Dependent 4 Age
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Dependent 5 Age
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Dependent 6 Age
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Dependent 7 Age
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Dependent 8 Age
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Dependent 9 Age
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Dependent 10 Age
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Adult Occupiers(*)
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Current Address(*)
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Postcode(*)
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Telephone Home(*)
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Telephone Work(*)
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Mobile Phone(*)
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Your Email(*)
Please let us know your email address.

Occupying Applicants(*)
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Do all applicants on the loan occupy the address we’re securing on?

Are you on the electoral roll(*)
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Length of Time Current Address(*)
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Previous Address(*)
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Previous address if less than 3 years

Single or Joint Applicants Please Select Below and Complete as Necessary
Single or Joint Application(*)
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Choose Single or Joint Application. Complete if JOINT or Click SINGLE & NEXT to Continue.

Title
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Forenames
Please let us know your name.

Surname
Invalid Input

Date of Birth
Invalid Input

Click Calendar or input dd/mm/yyyy

Age Next
Invalid Input

Marital Status
Invalid Input

Dependents 2nd Applicant
Invalid Input

Select Highlight Multiple Numbers for Dependents if required.

Dependent 1 Age
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Dependent 2 Age
Invalid Input

Dependent 3 Age
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Dependent 4 Age
Invalid Input

Dependent 5 Age
Invalid Input

Dependent 6 Age
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Dependent 7 Age
Invalid Input

Dependent 8 Age
Invalid Input

Dependent 9 Age
Invalid Input

Dependent 10 Age
Invalid Input

Adult Occupiers
Invalid Input

Current Address
Invalid Input

Postcode
Invalid Input

Telephone Home
Invalid Input

Telephone Work
Invalid Input

Mobile Phone
Invalid Input

Your Email
Please let us know your email address.

Occupying Applicants
Invalid Input

Do all applicants on the loan occupy the address we’re securing on?

Are you on the electoral roll
Invalid Input

Length of Time Current Address
Invalid Input

Previous Address
Invalid Input

Previous address if less than 3 years

1st Applicant Please Complete Occupation Details Below as Necessary
Employment Status - 1st Applicant(*)
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1st Applicant Please Complete all Employment Details below as Necessary

Occupation - 1st Applicant
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Occupation Title or Description

Your Expected Retirement Age
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Time in Job
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Employer Company Name
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Employer Address
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Employer Telephone Number
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Previous Employment
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Current Employment Less than 1 year Please give Previous Employment and Employer Details including Address and Phone

Current Annual Income
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Guaranteed Annual Overtime or Bonus
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Regular Overtime or Bonus
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Other Income - Please explain
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National Insurance Number
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Self Employed Income - 1st Applicant - Complete if Necessary
Number of Years Trading
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Last 2 Years Net Profit
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Total of Last 2 Years Net Profit (Pre Tax)

Can You Provide Proof of Accounts
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Are You a Limited Company
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Do You Receive Dividends
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Amount of Dividends Received Annually £

Do You Receive any OTHER Income
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Please List Other Income such as Child Tax Credits Child Benefit or DLA and Annual Amount £

Please Complete 2nd Applicant's Employment Occupation Details Below if Necessary - or Click NEXT
Employment Status - 2nd Applicant
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2nd Applicant Please Complete all Employment Details below as Necessary

Occupation - 2nd Applicant
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Occupation Title or Description

Your Expected Retirement Age
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Time in Job
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Employer Company Name
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Employer Address
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Employer Telephone Number
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Previous Employment
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Current Employment Less than 1 year Please give Previous Employment and Employer Details including Address and Phone

Current Annual Income
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Guaranteed Annual Overtime or Bonus
Invalid Input

Regular Overtime or Bonus
Invalid Input

Other Income - Please explain
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National Insurance Number
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Self Employed Income - 2nd Applicant - Complete if Necessary
Number of Years Trading
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Last 2 Years Net Profit
Invalid Input

Total of Last 2 Years Net Profit (Pre Tax)

Can You Provide Proof of Accounts
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Are You a Limited Company
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Do You Receive Dividends
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Amount of Dividends Received Annually £

Do You Receive any OTHER Income
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Please List Other Income such as Child Tax Credits Child Benefit or DLA and Annual Amount £

Insurances and Pensions
1st Applicant Life Assurance(*)
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Do you have adequate Life Assurance to cover your new loan?

1st Applicant Income Protection(*)
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Do you have income protection?

1st Applicant Pension(*)
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Do you have a pension in place, or have you ever had a pension that maybe frozen?

1st Applicant Pension Review(*)
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If yes to the last question, would you be interested in a free Pension review?

Please Complete 2nd Applicant Details Below if Necessary - or Click NEXT
2nd Applicant Life Assurance
Invalid Input

Do you have adequate Life Assurance to cover your new loan?

2nd Applicant Income Protection
Invalid Input

Do you have income protection?

2nd Applicant Pension
Invalid Input

Do you have a pension in place, or have you ever had a pension that maybe frozen?

2nd Applicant Pension Review
Invalid Input

If yes to the last question, would you be interested in a free Pension review?

Have you ever had any arrears, a loan or mortgage refused or a default or judgement registered against you? Please don’t worry filling in this section, as we may be able to overcome past difficulties!
1st Applicant
Mortgage Arrears(*)
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Mortgage Arrears Months(*)
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If Yes to Mortgage Arrears Above Select How Many Months

Loan or Mortgage Refused(*)
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Have you ever had a Loan or Mortgage Refused

Defaults Registered Against You(*)
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Number of Defaults Registered(*)
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If Yes to Defaults Registered Against You Above Select How Many!

CCJs Registered Against You(*)
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Number of CCJs Registered(*)
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If Yes to CCJ's Registered Against You Above Select How Many!

Have You ever been Declared Bankrupt(*)
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Have you ever entered into an IVA(*)
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Please Complete 2nd Applicant's Credit History Details Below if Necessary - or Click NEXT
Mortgage Arrears
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Mortgage Arrears Months
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If Yes to Mortgage Arrears Above Select How Many Months

Loan or Mortgage Refused
Invalid Input

Have you ever had a Loan or Mortgage Refused

Defaults Registered Against You
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Number of Defaults Registered
Invalid Input

If Yes to Defaults Registered Against You Above Select How Many!

CCJs Registered Against You
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Number of CCJs Registered
Invalid Input

If Yes to CCJ's Registered Against You Above Select How Many!

Have You ever been Declared Bankrupt
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Have you ever entered into an IVA
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Financial Commitments - Current commitments: credit cards, personal loans, hire purchase, bank loans etc
Enter the details required next to the item in the text Box Below.
Applicant 1/2 or Joint | 1
Company Name | High St Bank
Credit Type | Loan
Account Number | 123456789
Amount Remaining | £2540
Monthly Amount | £100
Paid Off on Completion | Yes
Secured Loan | No
Commitments(*)
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Add More Commitments by Selecting the Tick Box - or Click Next to Continue
More Commitments
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Commitments
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More Commitments
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Commitments
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More Commitments
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Commitments
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More Commitments
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Commitments
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More Commitments
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Commitments
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More Commitments
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Commitments
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More Commitments
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Commitments
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Additional Commitments
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Complete the Commitments Above, if more than 8 please list the additional in this Box

Total Monthly Income and Expenditure for ALL Applicants
Income All Applicants
First Applicant’s Net Monthly Income
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Second Applicant’s Net Monthly Income
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If Applicable

Total Other Income
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Total of All Applicants Other Income e.g. Tax Credits, DLA, Pension etc

Total Monthly Income(*)
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Total Monthly Income all Applicants

Expenditure All Applicants
Monthly Mortgage Repayments
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Monthly Secured Loan Repayments
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Monthly Ground Rent or Service Charge
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Monthly Council Tax
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Monthly Building & Contents Insurance
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Water Rates
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Electric/Gas/Other Fuels
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Monthly Telephones (Including mobiles & Broadband)
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Monthly TV Licence & Subscriptions
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House Maintenance e.g Cleaner
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Total Household Bills(*)
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Total Monthly Household Bills all Applicants

Monthly Car & Travel Expenses
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Monthly Car Insurance
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Monthly Road Tax
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Monthly Car Repairs & Servicing
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Monthly Petrol & Travel Tickets
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Total Car & Travel Expenses(*)
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Total Monthly Car and Travel Expenses

Other Regular Expenditure
Credit Card & Loan repayments (as previously detailed)
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Monthly Maintenance/CSA Payments
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Life Assurance Premiums/Endowment Policies
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Monthly Food & Any Other Living Expenses
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Monthly Savings
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Monthly Child Care/School Fees
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Monthly Clothing
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Monthly Subscriptions
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Monthly Entertainment/Spending
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Monthly Birthdays/Christmas/Other
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Monthly Holidays
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Monthly Other (Provide details)
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Total Regular Expenditure(*)
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Total Monthly Regular Expenditure

Total All Monthly Expenditure(*)
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Total All Monthly Expenditure

Total Monthly Amount Left After Expenditure(*)
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Total Monthly Amount Left After Expenditure

Current Mortgage/Secured Loan Details
Example: Enter the details required next to the item in the text Box Below.
Current Lender | High St Bank
Account Number | 1234567890
Amount of Loan Outstanding | £10000
Term | 10 years
Term Remaining | 2 years 6 months
Interest Only or Capital Repayment | repayment
Current rate if known | 10%
Amount Per Month | £100
Have you approached your existing Lender | No
If yes to above - Outcome | To expensive
Current First Charge Mortgage or Loan
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Add Second Charge Mortgage/Loan if Applicable
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Current Second Charge Mortgage or Loan
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Property Details
Property Type(*)
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Is the property of standard construction?(*)
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If Not of standard construction?
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Describe if Known

Property Value
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Property Value if known or estimated

Approximate Year Built
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Number of Living Rooms(*)
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Number of Bedrooms(*)
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Number of Bathrooms(*)
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Garage(*)
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Off Road Parking(*)
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Occupiers over 17(*)
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Apart from the applicant(s) will any other person aged 17 or over be occupying the property on completion of mortgage?

Occupiers over 17 Names and Ages
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Would you like quotes on a fixed rate if possible?
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Please Submit your Completed Form by pressing SEND
Please Complete the Security(*)
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