Get Standard Financial Statement Download

The Standard Financial Statement is a critical tool for providing your lender with a clear picture of your financial situation. This guide will walk you through each section of the online form, ensuring that you can complete it accurately and confidently.

Follow the steps to fill out your Standard Financial Statement with ease.

1. Press the ‘Get Form’ button to access the Standard Financial Statement form and launch it in your editor.
2. Begin with Section A: Account & Borrower Details. Here, enter information for Borrower 1, including their name, mortgage account reference number, outstanding mortgage balance, current property value, monthly mortgage repayments, and contact details. If there is a second borrower, fill out their information as well.
3. Move to Section B: Your Monthly Income. Record all sources of income such as social welfare benefits, child benefit, maintenance, and any other relevant monthly income. Ensure to total these amounts to provide an accurate representation of your financial state.
4. Proceed to Section C: Monthly Household Expenditure. List all monthly expenses including utilities, childcare, transportation, and lifestyle costs. Be thorough to ensure all your expenditures are accounted for, and calculate the total at the end of this section.
5. In Section D: Your Current Monthly Debt Payments, catalog all debts, their monthly repayments, and any arrears. Accurately documenting these details will assist in your lender’s evaluation.
6. Next, complete Section E: Property Assets (other than Primary Residence). List any additional properties, their values, any outstanding loans, and the rental income they generate.
7. Fill out Section F: Non-Property Assets. Include details about savings, investments, and any other significant assets you possess, providing current estimated values.
8. Once all sections are accurately completed, review the information for clarity and precision. Ensure that you have your declarations and any relevant additional documentation prepared.
9. You can then save your changes, download the filled form for your records, print it if needed, or share it as required by your lender.

Start filling out your Standard Financial Statement Download online to take control of your financial situation.