Your Mortgage Application Thank you for enquiring about our mortgage services. Although we've made this form as simple as possible, please feel free to use the save and continue function at the bottom of each page. If you are having trouble filling out the form or would like to speak to us about your mortgage application, please contact us. Getting startedWhat type of application is this?*IndividualJointMultipleIs there another entity involved in this application?NoCompanyLook Through Company (LTC)TrustPartnershipPlease provide the names of the other applicants*What is your relationship to the second applicant?De factoMarriedFriendParent / ChildSiblingOther FamilyPlease provide entity detailsWhat do you want to achieve from this application? Property purchase Refinance Funding construction or renovations Debt consolidation New asset purchase Other Please provide details of the other service you are enquiring aboutPreferred contact email address* Preferred contact email Confirm email PROGRESS Your DetailsFull legal name*Date of birth*Preferred contact phone numberMarital statusMarriedDefactoSingleDivorcedGenderMaleFemaleCountry of birthNew ZealandAustraliaAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFijiFinlandFranceGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNicaraguaNigerNigeriaNorwayNorthern Mariana IslandsOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSudan, SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.YemenZambiaZimbabweWhere are you a resident or citizen?*New ZealandAustraliaOtherDo you have any dependants?YesNoPlease provide names and ages of all your dependantsCurrent street addressSuburbCity & postcodeDo you own the property you live in?YesNo, I rent itNo, I board hereOtherHow long have you lived in this property?Years12345678910+Months01234567891011Previous street addressSuburbCity & postcodeYour FinancesWhat is your main source of income?Salary or wagesSelf-employed incomeOtherOccupationEmployer & business typeIncome (before deductions)If applicable, please provide a breakdown of any other income (excluding rental property income)For example: benefits, pensions, business income or income from boarders / flatmates. How long have you been in this position?Years12345678910+Months01234567891011Previous occupationPrevious employer & business typePrevious income (before deductions)Do you have a student loan?YesNoDo you guarantee a loan for anyone?YesNoStudent loan balancePlease provide details of the loan you guaranteeDo you have life insurance?YesNo PROGRESS Second Applicant's DetailsFull legal name*Date of birth*Preferred contact phone numberMarital statusMarriedDefactoSingleDivorcedGenderMaleFemaleCountry of birthNew ZealandAustraliaAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFijiFinlandFranceGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNicaraguaNigerNigeriaNorwayNorthern Mariana IslandsOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSudan, SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.YemenZambiaZimbabweWhere are you a resident or citizen?*New ZealandAustraliaOtherDo you have any dependants?YesNo(Additional to the first Applicant's dependants)Please provide names and ages of all your dependantsPlease provide your current residential address or tick the box below My address is the same as applicant one Current street addressSuburbCity & PostcodeDo you own the property you live in?YesNo, I rent itNo, I board hereOtherHow long have you lived at this address?Years12345678910+Months01234567891011Please provide your previous residential address or tick the box below My previous address is the same as applicant one Previous street addressSuburbCity & postcodeYour FinancesWhat is your main source of income?Salary or wagesSelf-employed incomeOtherOccupationEmployer & business typeIncome (before deductions)If applicable, please provide a breakdown of any other income (excluding rental property income)For example: benefits, pensions, business income or income from boarders / flatmates. How long have you been in this position?Years12345678910+Months01234567891011Previous occupationPrevious employer & business typePrevious income (before deductions)Do you have a student loan?YesNoDo you guarantee a loan for anyone?YesNoStudent loan balancePlease provide detailsDo you have life insurance?YesNo PROGRESS If you are having trouble filling out the form or would like to speak to us about your Mortgage Application, please contact us. PLEASE NOTE: The remainder of this application form is to be completed jointly. Current Deposits & DebtsPlease select all your current banking, mortgage, insurance and loan providers* ASB ANZ BNZ HSBC Kiwibank SBS TSB Westpac Other deposits and debts If any of the following fields do not apply to you, please leave them blank: ASB deposits & debts Total sum of cash deposit(s)Total balance of mortgage(s)Total credit card limit(s) & balance(s) owingTotal overdraft limit(s) & balance(s) owingTotal personal loan limit(s) & balance(s) owingOther (please provide limits & balances owing) HSBC deposits & debts Total sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) TSB deposits & debts Total sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) ANZ Deposits & DebtsTotal sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) Kiwibank deposits & debtsTotal sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) Westpac Deposits & DebtsTotal sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) BNZ Deposits & DebtsTotal sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) SBS Deposits & DebtsTotal sum of cash deposit(s)Total balance & limit(s) of overdraft(s)Total balance of mortgage(s)Total balance of personal loan(s)Total balance & limit(s) of credit card(s)Other (please provide details) Other deposits and debtsPlease list the names of your other providers, balances and monthly repayments(This includes hire purchase, store cards and vehicle loans). PROGRESS Current AssetsPlease select which of the following you own* Vehicles Business Other vehicles (boat / caravan) Contents Shares Kiwisaver (or other superannuation) Other Please provide separate figures for each assetMake, model & value for each vehicle*Insured value of business/es (if known)Insured value of other vehiclesInsured value of contents*Details & values of sharesKiwiSaver / Superannuation balance(s)Please provide details of other assetsExpensesPlease select which of the following expenses apply to you* Child support Child care / school fees Rent Rates (personal) Rates (rental property) Life, income and medical insurance House insurance (owner occupied) House insurance (rental properties) Contents insurance Car insurance Car expenes (inc. petrol) Power / gas Phone & internet Water Voluntary KiwiSaver / Superannuation Payments Food Clothing General / Entertainment Other (if applicable) Please provide monthly costs:Child supportChild care / school feesRentRates (personal)Rates (rental property)Life, income and medical insuranceHouse insurance (owner occupied)House insurance (rental properties)Contents insuranceCar insuranceCar expensesPower / gasPhone & internetWaterKiwiSaver / superannuationFoodClothingGeneral / entertainmentPlease provide detailed breakdown of other expenses PROGRESS PropertiesPlease provide the following information about your houseValue (Capital)Monthly mortgage repaymentsOwnership (joint, individually, other)Do you own any other properties?NoYes, one otherYes, two othersYes, three or more other propertiesDo you own any properties?NoYes, one propertyYes, two propertiesYes, three or more propertiesProperty addressProperty one: Ownership (joint, individually, other)If applicable: Weekly rental income (before deductions)Property one: Value (if known)Property one: Monthly mortgage repayments (if known)Property addressProperty two: Ownership (joint, individually, other)If applicable: Weekly rental income (before deductions)Property two: Value (if known)Property two: Monthly mortgage repayments (if known)Property detailsPlease list the following details for your properties (if known): Addresses, capital values, monthly mortgage repayments, and ownership PROGRESS LastlyBased on the information you have entered, we will need you to provide the documents requested below in order to complete your Mortgage Application. Please note, we require the most recent, consecutive documents in PDF format. For example, if you are applying in early June, you will need to provide March, April and May’s payslips. Please click the links below for detailed instructions from your banking provider on how to export your bank statements as PDFs. ASB ∙ ANZ ∙ BNZ ∙ HSBC ∙ KIWIBANK ∙ SBS ∙ TSB ∙ WESTPAC Based on the information you have entered, we will need you to provide the documents requested below in order to complete your Mortgage Application. As this is a joint application, please remember to upload all relevant documents. For example, we require both applicant's payslips. Please note, we require the most recent, consecutive documents in PDF format. For example, if you are applying in early June, you will need to provide March, April and May’s payslips. Please click the links below for detailed instructions from your banking provider on how to export your bank statements as PDFs. ASB ∙ ANZ ∙ BNZ ∙ HSBC ∙ KIWIBANK ∙ SBS ∙ TSB ∙ WESTPAC Bank / Credit card statementsPlease provide PDF statements for the last three months Drop files here or Accepted file types: pdf. Bank / Credit card statementsPlease provide PDF statements for the last six months Drop files here or Accepted file types: pdf. Mortgage / Personal loan statementsPlease provide PDF home loan statements for the last six months Drop files here or Accepted file types: pdf. PayslipsPlease provide PDF payslips for the last three months. If you are self-employed, please provide financial statements for the last two income tax years. Drop files here or Accepted file types: pdf. PayslipsPlease provide PDF payslips for the last six months. If you are self-employed, please provide financial statements for the last two Income Tax Years. Drop files here or Accepted file types: pdf. Photo IDPlease provide scans or clear photographs of your passport and visa status (if applicable). Drop files here or Accepted file types: pdf, jpg, tiff, png. Anything else? (Optional uploads)Please provide any other documents relevant to this application. For example: Trust deeds, sale & purchase agreements, valuations or construction plans. Drop files here or Accepted file types: pdf, jpg, tiff, png. Have you already signed & returned the PTR Mortgages declaration form?*YesNoI'm not sureSigned Declaration FormPlease download, sign & re-upload the PTR Mortgages Declaration Form here. Drop files here or Accepted file types: pdf. Before you submitThis is the last page of your mortgage application. You will not be able to return to the previous pages once you have submitted the form. Please make sure you have uploaded all relevant documents and provided as much information as possible.Terms & ConditionsBy ticking the following boxes, I confirm that:* The information provided in this application is true & correct to the best of my / our knowledge I have signed and returned / uploaded the declaration form I have been provided a copy of the disclosure statement
