Fax Cover Page
To : The Bond Originator Fax Number : 086 682 5425
No of pages incl cover page : ____________________ Date : ______________________________________ From : ______________________________________ Fax Number : ________________________________ Phone Number : ______________________________
RE : Bond Application Form
Urgent
For Your Review
Reply ASAP
Please Comment
Required Documents Checklist
Marital Status
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Proof of Identification ........................................................................... Proof of Iincome ..................................................................................... 3 -6 Months Bank Statements .............................................................. Offer to purchase .................................................................................... 12 Month Bond Statement ...................................................................... Completed Application Form ................................................................. Company / Trust / CC ............................................................................. Self Employed FICA
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APPLICATION FORM
Application Details
Registration Attorney Application Type New Switch Further Consultant Building
Name in which Bond is to be registered Are all participants part of a single household? Is your spouse's a participant? Is your spouse's income required to qualify? Will surety be signed? If property registered in applicants name, state year of purchase
Yes Yes Yes Yes No No No No
Client Details
Title Surname Co-habitants Tribal Marriage Married Status Maiden Name Education Level Are you a South African Citizen? Yes Type of Identification ID Number Income tax number Residential Address Suburb Postal Address Suburb Tel No. Home ( Fax Resided at current address since Residential Status Boarder Caravan With Parents Owner Rented Flat Tenant ) Cell City Tel No. Work ( Email ) Postal Code City Postal Code
No
First Name Divorced Widowed ANC with Accrual COP Other Married Seperated Single
Marital Status
ANC
If not SA citizen, the bond originator consultant will contact you SA Passport Other
SA ID Book
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Employment Details
Occupation/Business Name of Employer Address Suburb Start date at current employer? Source of income Employer Phone ( ) Previous Employer's Name Day City Month Salary Frequency Employer Fax ( ) Months Year Employer No. Postal Code
Period with previous employer Years
Yes No
Does the applicant own the company the he/she works for?
Banking Details
Account Type Bank Branch Name Acc Holder Name Account No Balance
Instalments to be paid using this Account (Specify)
Income
Description
Gross Salary Housing Allowance Commissions Overtime Investments Rental Fringe Benefits Other (Specify) TOTAL INCOME R R R R R R R R R
Expenses
Amount Description
Bond Repayments HP/Loans Instalments Credit Cards Water & Lights Rates & Taxes Insurance - Short Term Insurance - Life PAYE Pension Petrol/Vehicle Maintenance Clothing Telephone TV Rental /MNET Medical Aid Food/Groceries Education Entertainment/Sport Other (Specify) R R R R R R R R R R R R R R R R R R
Amount
TOTAL EXPENSES
R
2
Assets & Liabilities
ASSETS Fixed Property Vehicle Current Acc Investment Other (Specify) Other (Specify) Total DESCRIPTION R R R R R R R AMOUNT LIABILITIES Mortage HP Facility Overdraft Retail Account Other (Specify) Other (Specify) Total DESCRIPTION R R R R R R R AMOUNT
I/We declare that to the best of my/our knowledge and belief the particulars set out in this application are true andcorrect and that no information which might affect the decision of the Bank has been withheld. I/We acknowledge that I/We shall be liable for the administration fees and wasted costs incurred by the Bank and attorneys in the event of me/us withdrawing from the loan granted. I/We acknowledge that some of the information furnished by me/us in this form within the course of granting the loan or registration of any bond in connection therewith, may be disclosed to persons who are not in the employ of the Bank but whose services will be utilised by the Bank and I/we therefore consent to the Bank disclosing such information to any such persons. I/We hereby authorise the Bank to furnish or to disclose any information arising from any agreement entered into with the Bank to any credit bureau. I/We hereby appoint the bond originator as my/our sole agent to obtain mortage loan finance for this property on my/our behalf.
Name
Signature
Date
Co-Applicant/Consenting Spouse (CoP marriage) Name Signature Date
3
Co-Applicant Client Details (If Applicable)
Title Surname Marital Status Married Status Maiden Name Education Level Are you a South African Citizen? Yes Type of Identification ID Number Income tax number
No
First Name Co-habitants Tribal Marriage ANC Divorced Widowed ANC with Accrual COP Other Married Seperated Single
SA ID Book
SA Passport
Other
Co-Applicant Client Details (If Applicable)
Residential Address Suburb Postal Address Suburb Tel No. Home ( Fax Resided at current address since Residential Status Boarder Caravan With Parents Owner Rented Flat Tenant ) Cell City Tel No. Work ( Email ) Postal Code City Postal Code
Co-Applicant Client Details Employment
Occupation/Business Name of Employer Employer Address Address Suburb Start date at current employer? Source of income Employer Phone ( ) Previous Employer's Name Day City Month Salary Frequency Employer Fax ( ) Months
4
Postal Code Year Employer No.
Period with previous employer Years
Yes No
Does the applicant own the company the he/she works for?
Banking Details
Account Type Bank Branch Name Acc Holder Name Account No Balance
Instalments to be paid using this Account (Specify)
Income
Description
Gross Salary Housing Allowance Commissions Overtime Investments Rental Fringe Benefits Other (Specify) TOTAL INCOME R R R R R R R R R
Expenses
Amount Description
Bond Repayments HP/Loans Instalments Credit Cards Water & Lights Rates & Taxes Insurance - Short Term Insurance - Life PAYE Pension Petrol/Vehicle Maintenance Clothing Telephone TV Rental /MNET Medical Aid Food/Groceries Education Entertainment/Sport Other (Specify) R R R R R R R R R R R R R R R R R R
Amount
TOTAL EXPENSES
R
Loan Details
Purpose of Loan Buy Build
No
Other
Imporvements
Do you have a Deposit and/or Collateral? Yes Purchase Price Loan Amount Required Period to be repaid Rate Option Variable Fixed
Total Deposit R Purchase Date Registration Amount
Are you bound by any suretyship payments (details) How will instalments be made? Debit Order Instalment Frequency Salary Stop Order Other
5
Contact for Valuation
Contact Type Name and Surname Cell Phone ( ) Applicant Agent Seller Tenant
Seller Information
Sellers Name Sellers Tel No. ( ) Date of Birth ID Number
Property Detail
Address Suburb Province Type of Property City Erf. No Area of land sqm Postal Code
If Sectional Title
Is the sectional title register open? Yes Complex Name Managing Agent Name Body Corporate Address Suburb City Postal Code
No
Section Number Parking Bay No. Tel No ( )
Unit Number Garage Bay No.
I/We hereby consent to the bond originator obtaining a Credit reference on me/us: Signed: Applicant Co-Applicant For Company Should the bond originator obtain any negative listing, we will contact you directly with this information I/We furthermore confirm that the information supplied is a true and correct refelction of my/our current status, and hereby apply for a bond as outset in the application above: Signed: Applicant Co-Applicant For Company
6