Income and expenditure form

Step one
Enter your contact details

Step 2
Request an access code on the next page. We’ll send you this by text.

Step 3
Complete your form online.

Please call us on 0800 169 9722* if you need help.

Can’t complete the form in one go?
Don’t worry – you can save your information at any point and come back to it. We’ll send you a link by email when you complete step 1. When you’re ready, use the link to pick up where you left off.

First name

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Last name

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Mobile phone no.

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Email address

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Income & Expenditure Form

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Customer details

Step 1 out of 9

If you're facing a financial challenge, we want to support you. To help us understand your situation, please fill out this form. It will allow us to offer a solution that’s best for you.

This form should take about 30 minutes to complete. Don’t worry if you can’t finish it in one go. We’ve sent you an email link so you can come back to it when you’re ready.

You might find it easier if you have the following ready for everyone named on the mortgage account:

  • Income - payslips, business accounts
  • Outgoings - debts and regular expenses
  • Savings and investments.

Mortgage details

Mortgage account number

10 digit number begins 80, 82, 10, 05 or 00Please enter a 10-digit number beginning with 80, 82, 10, 05, or 00

Correspondence address

Field is Required

First name

Field is Required

Last name

Field is Required

Home phone number

Mobile phone number

One contact number must be enteredPhone number is not valid

Work phone number

Please enter a valid phone number. No more that 11 characteresPlease enter a valid phone number

Email address

One email address must be entered

What age do you plan to retire?

Please enter an age between 10 and 99Please enter an age between 10 and 99

How many people are named on the mortgage?

123+Field is Required)}

As there are more than two people named on the mortgage, you won’t be able to complete this form online. Please download and print the form, fill it in, and send it back to us. If you can’t do this, you can request a paper copy which we’ll post to you. All borrowers named on the mortgage need to provide their details.

Paper formRequest a copy

Borrower two contact information

First name

Field is Required

Last name

Field is Required

Home phone number

Mobile phone number

Field is Required

Work phone number

Email address

What age do you plan to retire?

There are errors in the form. Please fix them and submit again

You and your household

Step 2 out of 9

Tell us about your household and employment. Please give us the combined details for all borrowers, even if you live at a different address. If you share dependants or vehicles, you only need to list them once.

Borrower one

How many people live in your household?

Please enter the number of people who live in your household.Please enter a number between 0 and 50Please enter a number between 0 and 50

How many dependants under the age of 14 do you support financially?

Please enter the number of people who live in your household.Please enter a number between 0 and 50Please enter a number between 0 and 50

How many dependants aged 14 or over do you support financially?

Please enter the number of people who live in your household.Please enter a number between 0 and 50Please enter a number between 0 and 50

How many vehicles do you own?

Please enter the number of vehicles owned within your householdPlease enter a number between 0 and 50Please enter a number between 0 and 50

Employment status

EmployedSelf EmployedUnemployedRetiredField is Required

Job title

Please enter a shorter job title (Max 250)

How many hours do you normally work per week?

Please enter hours per weekPlease enter hours per week (Max: 999)

Borrower two

Employment status

EmployedSelf EmployedUnemployedRetiredField is Required

Job title

Please enter a shorter job title (Max 250)

How many hours do you normally work per week?

Please enter hours per week (min: 0)Please enter hours per week (max: 999)
There are errors in the form. Please fix them and submit again

Household income

Step 3 out of 9

Please tell us more about the monthly income received for each borrower named on the mortgage.

If you get paid every four weeks, multiply the amount by 13 and divide by 12:

Amount x 13

12

Borrower one income

Basic salary

The value is too big to be valid

Overtime/bonus

This input is less than 0The value is too big to be valid

Total income from other work

The value is to big to be valid

Pension(s)

The value is too big to be valid

Maintenance/child support

The value is too big to be valid

Jobseeker's Allowance

This value is too big to be valid

Income Support/Universal Credit

This value is too big to be valid

Pension Credit

This value is too big to be valid

Child Benefit

This value is too big to be valid

Employment Support Allowance /Personal Independence Payment

This value is too big to be valid

Carers/Attendance Allowance

This value is too big to be valid

Income from someone you live with. Don’t include boarders or lodgers

This value is too big to be valid

Board/Lodging payment

This value is too big to be valid

Rental income from investment property

This value is too big to be valid

Investment dividends

This value is too big to be valid

Other - please specify

This value is too big to be valid

Total - other income

£

Monthly income

£

Borrower two income

Basic salary

This value is too big to be valid

Overtime/bonus

This value is too big to be valid

Total income from other work

This value is too big to be valid

Pension(s)

This value is too big to be valid

Maintenance/child support

This value is too big to be valid

Jobseeker's Allowance

This value is too big to be valid

Income Support/Universal Credit

This value is too big to be valid

Pension Credit

This value is too big to be valid

Child Benefit

This value is too big to be valid

Employment Support Allowance/Personal Independence Payment

This value is too big to be valid

Carers/Attendance Allowance

This value is too big to be valid

Income from someone you live with. Don’t include boarders or lodgers

This value is too big to be valid

Board/Lodging payment

This value is too big to be valid

Rental income from investment property

This value is too big to be valid

Dividends

This value is too big to be valid

Other - please specify

This value is too be valid

Total - other income

£

Monthly income

£

Total monthly household income

£
There are errors in the form. Please fix them and submit again

Household expenditure

Step 4 out of 9

Tell us about all your monthly household outgoings. These are the costs you pay to run your household as listed below.

If you pay a bill annually, divide this amount by 12.

You must include the outgoings for everyone named on the mortgage. If you live at separate addresses, you need to include all the costs for each property.

Essential expenses

Mortgage payment(s)

This value is to big to be valid

Endowment

This value is to big to be valid

Rent

This value is to big to be valid

Ground rent and service charge

This value is to big to be valid

Other secured loans. For example, car loans

This value is to big to be valid

Building/contents insurance

This value is to big to be valid

Pension

This value is to big to be valid

Other insurance

This value is to big to be valid

Court fines

This value is to big to be valid

Maintenance/Child Support

This value is to big to be valid

Total - essential expenses

£

Utilities

Council tax

This value is to big to be valid

Gas

This value is to big to be valid

Electricity

This value is to big to be valid

Water

This value is to big to be valid

Any other fuels – coal, oil, etc

This value is to big to be valid

TV licence

This value is to big to be valid

Total - utilities

£

Travel

Road tax

This value is to big to be valid

Car insurance

This value is to big to be valid

Fuel

This value is to big to be valid

MOT/service/maintenance

This value is to big to be valid

Parking

This value is to big to be valid

Breakdown recovery

This value is to big to be valid

Public transport

This value is to big to be valid

Total - travel

£

Communications

Home phone

This value is to big to be valid

Mobile phone

This value is to big to be valid

Internet

This value is to big to be valid

TV Subscriptions/streaming services

This value is to big to be valid

Total - communications

£

Living costs

Food/toiletries/cleaning

This value is to big to be valid

Clothing/footwear

This value is to big to be valid

Childcare

This value is to big to be valid

Nappies/baby items

This value is to big to be valid

School/work meals

This value is to big to be valid

Medical, including prescriptions and dentist

This value is to big to be valid

Pets - foods, vets, insurance

This value is to big to be valid

Total - living costs

£

Additional expenditure

Health insurance

This value is to big to be valid

Repairs/property maintenance

This value is to big to be valid

Hairdressing

This value is to big to be valid

Alcohol/cigarettes

This value is to big to be valid

Pocket money/school trips/clubs

This value is to big to be valid

Holiday/special occasions

This value is to big to be valid

Gifts

This value is to big to be valid

Charities

This value is to big to be valid

Total - additional expenditure

£

Do you have any other household outgoings not mentioned above? Don’t include credit commitments, such as credit or store cards, loans or overdrafts. We'll ask for these details in the next section.

YesNo

Other expenditure

Other - please specify

Other outgoing {{ $root.words[$index] }}

Name to long (max 60 Char)

Amount

This value is to big to be valid

Total - other expenditure total

£

Total monthly expenditure

£
There are errors in the form. Please fix them and submit again

Credit commitments - excluding mortgages

Step 5 out of 9

Excluding mortgages, do you have any other credit commitments?

YesNoPlease confirm whether you have any outstanding credit commitments

Please provide the monthly repayment amounts for all credit commitments registered in each borrower’s name.

You only need to list the debt once if it’s held in joint names.

Credit commitment {{ $root.words[$index] }}

Name of creditor

Outstanding balance

This value is too big to be valid

Expected or minimum monthly payment

This value is too big to be valid

End date

Have you arranged to make reduced payments?

YesNo

New arranged end date

Reduced payment

This value is too big to be valid

Total - Credit commitments

Outstanding balance

£

Monthly payment due

£
There are errors in the form. Please fix them and submit again

Other properties

Step 6 out of 9

Tell us about all the properties owned by you and any other borrower. The properties could be mortgaged in sole or joint names with someone else or owned outright.

You must include your main home or other properties you use to live in, properties that you let out and holiday homes.

  • Only fill in the relevant fields and enter £0 for the outstanding mortgage if a property is owned outright
  • You can leave the main residence section blank if you’re filling in this form for a rental property and don’t own your home.

Main residential property

Is the Bank of Ireland mortgage on your main residence?

YesNoPlease tell us if your main residence is mortgaged with us

Name of the borrower(s) who owns this property

Name of lender

Estimated value of the property

This value is too big to be valid

Outstanding mortgage balance

This value is too big to be valid

Maturity date

Amount of equity

£

Other properties

Do you or any other borrower(s) own another property. For example second homes, holiday homes or rental properties.

YesNoPlease tell us if any other properties are owned

How many investment properties do you have?

)}

Property {{ $root.words[$index] }}

Name of the borrower(s) who owns this property?

Name of lender

Estimated value of the property

This value is too big to be valid

Outstanding mortgage balance

This value is too big to be valid

Maturity date

Amount of equity

£

Is the property owned with anyone else?

YesNo

Borrower(s) percentage share of the property

%
Value must be a number between 1 and 100

How many other owners are there?

Total outstanding mortgage balance across all other properties

£

Total equity held across all other properties

£
£
There are errors in the form. Please fix them and submit again

Savings and investment

Step 7 out of 9

Tell us about any savings, investment plans, or policies held by all borrowers.

For multiple bank or building society accounts, and stocks and shares investments, please enter:

  • Details of the main account or investment
  • A combined total for all accounts and policies held
  • Any further details in the additional information section.

Savings and investments

Do you or any other borrower have savings or investments that are held with a bank or building society?

YesNoField is Required

Bank and building society accounts

Name of the account or policy holder

Name of bank or building society

Total value of savings/investments held with all banks and building societies

This value is too big to be valid

Maturity date

Do you or any other borrower own stocks and shares?

YesNoPlease confirm whether you hold any stocks or shares

Stocks and shares

Name of the account or policy holder

Name of investment company

Combined value of all stocks and shares owned

This value is too big to be valid

Maturity date

Total value of shares and investments

£

Investment plans and endowments

Do you or any joint borrower have any investment plans or endowment policies?

YesNo

Investment company {{ $root.words[$index] }}:

Name of investment company

Please enter a shorter name (max: 60)

Name of account or policy holder

Please enter a shorter text (max: 60)

Type of investment. For example an endowment

Please enter a shorter text (max: 60)

Is the investment easily accessible?

YesNo

Value of this investment

This value is too big to be valid

Maturity date

Is this investment an endowment which is linked to your property?

YesNo

Total value of investment plans and endowments

£

Other investments

Do you or any other borrower have another types of investment, excluding properties?

YesNoPlease confirm whether you have any other investments

Name of investment company {{ $root.words[$index] }}:

Please enter a shorter name (max 60)

Name of account or policy holder

Please enter a shorter text (max: 60)

Type of investment

Please enter a shorter text (max: 60)

Is the investment easily accessible?

YesNo

Value of this investment

This value is too big to be valid

Maturity date

Total value of other investments

£
There are errors in the form. Please fix them and submit again

Additional information

Step 8 out of 9

Is there anything else you'd like to tell us that might help us to understand your situation better?

Options and advice

Tell us more about your situation and why you need our help

Please tell us about your circumstances

How much can you afford to pay towards your mortgage?

Please tell us how you'd like to pay back your deferred payments

Have you had any independent financial advice?

I’ve had independent financial adviceI’ve not had independent financial advicePlease confirm whether you've had independent financial advice
There are errors in the form. Please fix them and submit again

Review and submit

Step 9

Check the information below, which provides an overview of what you've told us. When you're happy, just submit the form or you can go back to make any changes.

Income and expenditure overview

Customer details

Mortgage account number:

{{ $root.vm.contact["MortgageAccountNumber"] }}

Correspondence address:

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First name:

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Last name:

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Home phone no.:

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Mobile phone no.:

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Work phone no.:

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Email address:

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What age do you plan to retire?:

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How many people are named on the mortgage?:

{{ $root.vm.contact["NumberOfAccountHolders"] }}

Borrower two information

First name:

{{ $root.vm.contact["Borrower2_Firstname"] }}

Last name:

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Home phone no.:

{{ $root.vm.contact["Borrower2_HomeNumber"] }}

Mobile phone no.:

{{ $root.vm.contact["Borrower2_MobileNumber"] }}

Work phone no.:

{{ $root.vm.contact["Borrower2_WorkNumber"] }}

Email address:

{{ $root.vm.contact["Borrower2_Email"] }}

What age do you plan to retire?:

{{ $root.vm.contact["Borrower2_RetirementAge"] }}

You and your household

How many people live in your household?

{{ $root.vm.contact["BorrowNumberOfPeople"] }}

How many dependants under the age of 14 do you support financially?

{{ $root.vm.contact["BorrowNumberOfDepUnder14"] }}

How many dependants aged 14 or over do you support financially?

{{ $root.vm.contact["BorrowNumberOfDep14OrOver"] }}

How many vehicles do you own?

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Employment status:

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Job title:

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How many hours do you normally work per week?

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Borrower two job information

Employment status:

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Job title:

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How many hours do you normally work per week?

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Household income

Borrower one job information

Basic salary:

{{ Borrower1_Income.MonthlySalary | number:2 }}

Overtime/bonus:

{{ Borrower1_Income.BonusOvertime | number:2 }}

Total income from other work:

{{ Borrower1_Income.SecondJob | number:2 }}

Pension(s):

{{ Borrower1_Income.Pensions | number:2 }}

Maintenance/child support:

{{ Borrower1_Income.MaintenanceChildSupport | number:2 }}

Jobseeker's Allowance:

{{ Borrower1_Income.JobseekersAllowance | number:2 }}

Income Support/Universal Credit:

{{ Borrower1_Income.IncomeSupport | number:2 }}

Pension Credit:

{{ Borrower1_Income.WorkingTaxCredit | number:2 }}

Child Benefit:

{{ Borrower1_Income.ChildBenefit | number:2 }}

Employment Support Allowance/Personal Independence Payment:

{{ Borrower1_Income.IncapacityBenefit | number:2 }}

Income from someone you live with. Don’t include boarders or lodgers:

{{ Borrower1_Income.ContributingOccupant | number:2 }}

Board/Lodging payment:

{{ Borrower1_Income.LodgersOrBoarders | number:2 }}

Rental income form investment property:

{{ Borrower1_Income.RentalIncome | number:2 }}

Investment dividends:

{{ Borrower1_Income.Dividend | number:2 }}

Carers/Attendance Allowance:

{{ Borrower1_Income.CarersAttendanceAllowance | number:2 }}

Other Income

{{ other.name }}

{{ other.amount | number:2 }}

Monthly income

{{ $root.vm.contact['Borrower1_TotalIncome'] | number: 2 }}

Borrower two job information

Basic salary:

{{ Borrower2_Income.MonthlySalary | number:2 }}

Overtime/bonus:

{{ Borrower2_Income.BonusOvertime | number:2 }}

Total income from other work:

{{ Borrower2_Income.SecondJob | number:2 }}

Pension(s):

{{ Borrower2_Income.Pensions | number:2 }}

Maintenance/child support:

{{ Borrower2_Income.MaintenanceChildSupport | number:2 }}

Jobseeker's Allowance:

{{ Borrower2_Income.JobseekersAllowance | number:2 }}

Income Support/Universal Credit:

{{ Borrower2_Income.IncomeSupport | number:2 }}

Pension Credit:

{{ Borrower2_Income.WorkingTaxCredit | number:2 }}

Child Benefit:

{{ Borrower2_Income.ChildBenefit | number:2 }}

Employment Support Allowance/Personal Independence Payment:

{{ Borrower2_Income.IncapacityBenefit | number:2 }}

Income from someone you live with. Don’t include boarders or lodgers:

{{ Borrower2_Income.ContributingOccupant | number:2 }}

Board/Lodging payment:

{{ Borrower2_Income.LodgersOrBoarders | number:2 }}

Rental income form investment property:

{{ Borrower2_Income.RentalIncome | number:2 }}

Investment dividends:

{{ Borrower2_Income.Dividend | number:2 }}

Carers/Attendance Allowance:

{{ Borrower2_Income.CarersAttendanceAllowance | number:2 }}

Other Income

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{{ other.amount | number:2 }}

Monthly income:

{{ $root.vm.contact['Borrower2_TotalIncome'] | number:2 }}

Total monthly household income:

{{ $root.vm.contact['Borrower_TotalIncome'] | number:2 }}

Household expenditure

Essential expenses

Mortgage payment(s):

Endowment:

Rent:

Ground rent and service charge:

Other secured loans. For example, car loans:

Building/contents insurance:

Pension:

Other insurance:

Court fines:

Maintenance/Child Support:

Total - essential expenses:

{{ Essential.MortgagePayment | number:2 }}

{{ Essential.Endowment | number:2 }}

{{ Essential.Rent | number:2 }}

{{ Essential.GroundRentServiceCharge | number:2 }}

{{ Essential.OtherSecuredLoans | number:2 }}

{{ Essential.BuildingContentsInsurance | number:2 }}

{{ Essential.Pension | number:2 }}

{{ Essential.OtherInsurance | number:2 }}

{{ Essential.CourtFines | number:2 }}

{{ Essential.MaintenanceChildSupport | number:2 }}

{{ $root.vm.contact.Expenses_Essential_Total | number:2 }}

Utilities

Council tax:

Gas:

Electricity:

Water:

Any other fuels - coal, oil etc:

TV licence:

Total - utilities

{{ Utilities.CouncilTax | number:2 }}

{{ Utilities.Gas | number:2 }}

{{ Utilities.Electricity | number:2 }}

{{ Utilities.WaterRates | number:2 }}

{{ Utilities.OtherFuel | number:2 }}

{{ Utilities.TVLicence | number:2 }}

{{ $root.vm.contact.Expenses_Utilities_Total | number:2 }}

Travel

Road tax:

Car insurance:

Fuel:

MOT/service/maintenance:

Parking:

Breakdown/recovery:

Public transport:

Total - travel:

{{ Travel.RoadTax | number:2 }}

{{ Travel.CarInsurance | number:2 }}

{{ Travel.Fuel | number:2 }}

{{ Travel.MOTServiceMaintenance | number:2 }}

{{ Travel.Parking | number:2 }}

{{ Travel.BreakdownRecovery | number:2 }}

{{ Travel.PublicTransport | number:2 }}

{{ $root.vm.contact.Expenses_Travel_Total | number:2 }}

Communications

Home phone:

Mobile phone:

Internet:

TV Subscriptions/streaming services:

Total - communications:

{{ Communications.HomePhone | number:2 }}

{{ Communications.MobilePhone | number:2 }}

{{ Communications.Internet | number:2 }}

{{ Communications.CableSatellite | number:2 }}

{{ $root.vm.contact.Expenses_Comms_Total | number:2 }}

Living costs

Food/toiletries/cleaning:

Clothing/footwear:

Childcare:

Nappies/baby items:

School/work meals:

Medical, including prescriptions and dentist:

Pets - foods, vets, insurance:

Total - living costs

{{ LivingCosts.FoodToiletriesCleaning | number:2 }}

{{ LivingCosts.ClothingFootwear | number:2 }}

{{ LivingCosts.ChildCare | number:2 }}

{{ LivingCosts.NappiesBabyItems | number:2 }}

{{ LivingCosts.SchoolWorkMeals | number:2 }}

{{ LivingCosts.Medical | number:2 }}

{{ LivingCosts.Pets | number:2 }}

{{ $root.vm.contact.Expenses_Living_Total | number:2 }}

Additional expenditure

Health insurance:

Repairs/property maintenance:

Hairdressing:

Alcohol/cigarettes:

Pocket money/school trips/clubs:

Holiday/special occasions:

Gifts:

Charities:

Total - additional expenditure

{{ Additional.HealthInsurance | number:2 }}

{{ Additional.RepairsPropertyMaintenance | number:2 }}

{{ Additional.HairDressingCut | number:2 }}

{{ Additional.AlcoholCigarettes | number:2 }}

{{ Additional.PocketMoneySchoolTripsClubs | number:2 }}

{{ Additional.HolidaySpecialOccasions | number:2 }}

{{ Additional.Gifts | number:2 }}

{{ Additional.Charities | number:2 }}

{{ $root.vm.contact.Expenses_Additional_Total | number:2 }}

Other expenditure

{{ other.name }}

{{ other.amount | number:2 }}

Total - other expenditure:

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Total monthly expenditure:

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Credit commitments - excluding mortgages

Excluding mortgages, do you have any other credit commitments?

{{ $root.vm.contact["Creditors_HasCommitments_Fixed"] }}

Credit commitment {{ $root.words[$index] }}

Name of creditor:

{{ creditor.name }}

Outstanding balance:

{{ creditor.balance | number:2 }}

Expected or minimum monthly payment:

{{ creditor.minimumPayment | number:2 }}

End date (DD/MM/YYY):

{{ creditor.endDate | date:'dd/MM/yyyy' }}

Have you arranged to make reduced payments?

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Reduced payment:

{{ creditor.reducedMinimumPayment | number:2 }}

New arranged end date (if applicable):

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Outstanding balance:

{{ $root.vm.contact['Creditors_OutstandingBalance_Total'] | number: 2 }}

Monthly payment due:

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Other properties

Main residential property

Is the Bank of Ireland mortgage on your main residence?

{{ $root.vm.contact["Residences_Main_HasBOIMortgage_Fixed"] }}

Name of main borrower(s) who owns this property:

{{ Residences_Main.mainBorrowerName }}

Name of lender:

{{ Residences_Main.lenderName }}

Estimated value of the property:

{{ Residences_Main.estimatedPropertyValue | number:2 }}

Outstanding mortgage balance:

{{ Residences_Main.outstandingMortgageBalance| number:2 }}

Maturity date (DD/MM/YYYY):

{{ Residences_Main.maturityDate | date:'dd/MM/yyyy' }}

Amount of equity:

{{ Residences_Main.amountOfEquity | number:2 }}

Other properties

Do you or any other borrower(s) own another property? For example second homes, holiday homes or rental properties?

{{ $root.vm.contact["Residences_Other_HasInvestmentProperties_Fixed"] }}

How many investment properties do you have?

{{ $root.vm.contact["Residences_Other_Counts"] }}

Property {{ $root.words[$index] }}

Name of the borrower(s) who owns this property:

{{ property.mainBorrowerName }}

Name of lender:

{{ property.lenderName }}

Estimated value of the property:

{{ property.estimatedPropertyValue | number:2 }}

Outstanding mortgage balance:

{{ property.outstandingMortgageBalance | number:2 }}

Maturity date (DD/MM/YYYY):

{{ property.maturityDate | date:'dd/MM/yyyy' }}

Amount of equity:

{{ property.amountOfEquity | number:2 }}

Is the property owned with anyone else?

{{ property.isOwnedByAnyoneElse }}

How many other owners are there?

{{ property.howManyOtherOwners }}

Borrower(s) percentage share of the property?

{{ property.borrowerPercentageShare }}

Total outstanding mortgage balance across all other properties:

{{ $root.vm.contact['Residences_Other_MortgageBalance_Total'] | number: 2 }}

Total equity held across all other properties:

{{ $root.vm.contact['Residences_Other_PropertyEquity_Total'] | number: 2 }}

Savings and investments

Do you or any joint borrower have savings or investments that are held with a bank or building society?

{{ $root.vm.contact["Savings_HasBankIandS_Fixed"] }}

Bank and building society accounts

Name of the account or policy holder:

{{ Savings_BankSavings.AccountHolder }}

Name of bank or building society:

{{ Savings_BankSavings.BankName }}

Total value of savings/investments held with all banks and building societies:

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Maturity date (DD/MM/YYY):

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Do you or any borrower own any stocks and shares?

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Stocks and shares

Name of the account or policy holder:

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Name of investment company:

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Combined value of all stocks and shares owned:

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Maturity date (DD/MM/YYY):

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Total value of shares and investments:

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Investment plans and endowments

Do you or any joint borrower have any investment plans or endowment policies?

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Investment company {{ $root.words[$index] }}

Name of investment company:

{{ investment.name }}

Name of the account or policy holder:

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Type of investment. For example an endowment:

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Is the investment easily accessible?

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Value of this investment:

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Maturity date (DD/MM/YYY):

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Is this investment an endowment which is linked to your property?

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Other investments

Do you or any joint borrower have another types of investment, excluding properties?

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Investment company

Name of investment company:

{{ investment.name }}

Name of the account or policy holder:

{{ investment.accountHolder }}

Type of investment:

{{ investment.type }}

Is the investment easily accessible?

{{ investment.isAccessible }}

Value of this investment:

{{ investment.value | number:2 }}

Maturity date (DD/MM/YYY):

{{ investment.maturityDate | date:'dd/MM/yyyy' }}

Additional information

Tell us more about your situation and why you need our help:

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How much can you afford to pay towards your mortgage?

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Have you had any independent financial advice?

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Summary

Total monthly household income

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Total monthly household expenditure

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Total monthly disposable income

{{ $root.vm.contact['Borrower_TotalIncome'] - $root.vm.contact['Expenses_Total'] + $root.vm.contact['Creditors_MonthPayments_Total'] | number: 2 }}

You'll get an email to confirm we've received your information. We'll be in touch within five working days to talk through your options. We may ask you for further details which will allow us to help you.

Please call us on 0800 169 9722* if you need to make any changes to your form once you’ve submitted it.

* Visit bankofirelanduk.com/BSL to call using a British Sign Language (BSL) interpreter. To call using text Relay, dial 18001 then the number you want to call using a textphone or the Relay UK app. All calls are recorded for training and monitoring purposes. Lines are open 9am – 5pm, Monday to Friday. We’re closed on Bank Holidays. 03 calls cost no more than calls to geographic numbers (01 or 02). Calls from landlines and mobiles are included in free call packages.

Your personal information will only be used to contact you in regards to the information provided. If you would like to know more about how we ensure your privacy, how we handle your personal information and what your rights are, you will find more information in our Privacy Notice on bankofirelanduk.com/PrivacyNotice or by contacting us to ask for a copy.

Bank of Ireland Group provides mortgages in the UK either through “Bank of Ireland Mortgages” which is a trading name of the Governor and Company of the Bank of Ireland or “Bank of Ireland UK” which is a trading name of Bank of Ireland (UK) plc. If you are in any doubt as to your mortgage provider or have any queries relating to our UK mortgage products or services please contact our UK administration centre at:- Bank of Ireland (UK Mortgages), PO Box 3191, One Temple Quay, Bristol, BS1 9HY. Telephone: (0117) 979 2222. Fax: (0117) 929 3787. Website: www.bankofirelandmortgages.co.uk

© 2022 Bank of Ireland UK20

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