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Documents

Below you will find resources and documents to support you and your customers.

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Resi resources

Forms

  • Moving home application form
  • Moving home application form - customer
  • Resi DiP application form
  • Resi additional borrowing form
  • Resi adding/removing someone application form
  • Term extension application form
  • Rate switch request form
  • Customer declaration form

Terms and Conditions

  • Residential mortgages T&Cs V4.0
  • Historic T&Cs

Find out more about Resi

More information

Resi Retire and RIO resources

Forms

  • Property portfolio form
  • Residential customer DiP declaration
  • Consent to let application form
  • DD mandate
  • Instruction of advice form
  • Residential moving home application adviser
  • Term extension application form
  • Transfer of equity form
  • Rate switch request form
  • Additional borrowing application form
  • Customer declaration form
  • Moving home application form - customer

Guides

  • Broker submission guide
  • Tariff of mortgage charges

Terms and Conditions

  • Residential mortgages T&Cs V4.0
  • Historic T&Cs

Find out more about Resi Retire and RIO

More information

Holiday Buy To Let resources

Forms

  • Property portfolio form
  • DD mandate
  • Adding/removing a person application
  • Holiday let application
  • Customer declaration form
  • Holiday Let moving home application
  • Term extension application

Guides

  • Tariff of mortgage charges
  • Holiday let broker submission guide

Terms and Conditions

  • Holiday Let T&Cs V2.0
  • Historic T&Cs

Find out more about Holiday Buy To Let

More information

Existing borrower resources

Lump Sum Lifetime

  • Lump Sum Lifetime additional borrowing application form
  • Early repayment charge factsheet SWAP rate
  • Adding/removing a person application form
  • Moving home application form
  • Lump Sum schedule of charges
  • Historic T&Cs

Retirement

  • Property portfolio form
  • Customer DiP declaration
  • Residential customer application declaration
  • Additional borrowing application form
  • Residential moving home application - adviser
  • Adding/removing someone application form
  • Residential moving home application - customer

Flexible Lifetime

  • Adding/removing someone application form
  • Additional borrowing application form
  • Residential moving home application adviser
  • Loan to value table
  • Flexible Lifetime schedule of charges
  • Historic T&Cs

Shared Growth

  • Shared Growth further release application
  • Shared Growth buyback application

Other resources

Below you will find other supporting documents.

Forms

  • Gifted deposit letter
  • ID requirements
  • Retirement age letter
  • Third party authority form
  • Valuation appeal form
  • Rate switch request form
  • Employed age letter

Guides

  • Hodge adviser portal guide
  • Broker submission guide
  • Submission packaging guidelines
  • CIFAS Preventing Fraud
  • Making a complaint

Consumer Duty

  • Product intention guide
  • Resi Retire Fair Value Assessment
  • Holiday Let Fair Value Assessment
  • Resi Fair Value Assessment
  • RIO Fair Value Assessment
  • Privacy Policy
  • Cookies Policy
  • Contact Us
  • Accessibility
  • Financial Information

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  • Products
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Footer Column 2 - Inter

  • Existing customers
  • Additional Borrowing
  • Moving Home
  • Rate Switch
  • Term Extension

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  • Doing business with us
  • Contact us
  • Find your BDM
  • Knowledge Hub
  • Documents
  • Our Legal Process
  • Information for Solicitors
  • Solicitor search

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Hodge Bank is a trading name of Julian Hodge Bank Limited which is registered in England and Wales (No. 743437). It is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 204439. Its registered office is One Central Square, Cardiff, CF10 1FS. Holiday Let, Portfolio Buy to Let loans, Residential Investment lending and Development Finance are unregulated financial products. © Copyright Hodge Bank 2024

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