Applicant One
 
Name *
Date of Birth *
Address 1 *
Address 2 *
Town *
County *
Postcode *
Marital Status * Please choose Single Married
Phone *
Email *
Fax
 
Property
Type of Property Please choose House Bungalow Flat
If a Flat how many storeys?
Is the Property in joint names? Please choose Yes No
If No state ownership
Is the Property Please choose Freehold Leasehold
If Leasehold how many years left on lease?
How many bedrooms?
Is the Property Sheltered Accommodation? Please choose Yes No
What are the walls made of? Please choose Brick Stone Concrete Timber
Estimated value of Property
Must be at least £40,000 or £50,000 if sheltered accommodation
Is there a Mortgage and/or Loan secured on the Property? Please choose Yes No
If Yes How Much / How Long? £ / Years
If the amount of equity released is insufficient to repay the loan are you prepared to pay the balance? Please choose Yes No
 
Loan Details
Please state the reason you are interested in equity release
Do you require a minimum amount for a specific purpose? Please choose Yes No
If Yes How Much?
Do You prefer the idea of Please choose Rollup / Lifetime Interest Only Mortgage Reversion Home Income Plan
If a Reversion scheme what % of your house do you want to sell? %
Do You want a Lump Sum or Income Please choose Lump Sum Income
 
Other Considerations
Have You already discussed this with your family? Please choose Yes No
If No please state why Please choose Not considered necessary No family

I have read the IFS Terms of Business and Privacy Statement

Applicant Two
 
Name *
Date of Birth *
Address 1 *
Address 2 *
Town *
County *
Postcode *
Marital Status * Please choose Single Married
Phone *
Email *
Fax