Application to settlement (Residential)

Lodge this form when a new customer to Bank of Melbourne cannot be identified face-to-face, including non-residents where the customer is outside Australia

Required for all new customers to Bank of Melbourne

To be completed by the Broker and required for registration of mortgages in NSW, SA, WA, QLD and VIC, for any new or existing customers.

Required for all new customers to Bank of Melbourne

To be completed by the Broker and required for registration of mortgages in NSW, SA, WA, QLD and VIC, for any new or existing customers.

To be completed by approved third parties where they have verified copies of identification documents.

Required when repayment is requested to be transferred from one Bank of Melbourne account to a Portfolio Loan sub account or from an external financial institution

Required when repayment is requested to be transferred from one Bank of Melbourne account to a portfolio loan sub account or from an external financial institution

To be handed to all customers completing a direct debit request

Interest Offset form

To be completed when paying interest in advance

To be completed for all existing loans where the rate lock has been approved by  Bank of Melbourne.

To be completed for all new loans in application.

Captures our foreign currency conversion calculation, in addition you should refer to the income verification matrix.

To be completed for all seniors access plus home loan requests for advance

To be lodged with self managed super fund home loan applications

To be offered for use by trustees to establish a trust deed for the custodian trust

For Victorian brokers only, use this worksheet in order to provide an up-to-date cost estimate worksheet to aid building inspector when compiling reports

This will be sent to customers in the Loan Offer Packs. It will need to be completed and signed by all trustees and returned with the signed Loan Offer Documents. Required to book settlement.

This will be sent to customers in the Loan Offer Packs. It will need to be completed and signed by all trustees and returned with the signed Loan Offer Documents. Required to book settlement.

To be completed as a notice to borrowers and guarantors regarding copy of valuation

To be used when loan is wholly or predominantly for business purposes, or non-residential investment purposes.

This form is applicable for NSW only

To be used to seek consent to register a subsequent mortgage on a Bank of Melbourne customer or guarantor’s existing mortgage with another financial institution (e.g. for Family Pledge)

To be completed and signed by all individual applicants and guarantors