• Forms
Application

Minimum required documents checklist

To be lodged with every home loan application

Home loan application form

To be completed and signed by all applicants / guarantors

Funds to complete worksheet

To be lodged with every home loan application

Responsible lending additional application data form

To be completed by the broker when more information is required on the cost of refinancing or where there is a foreseeable change in customers’ circumstances

Salary sacrifice declaration form

This declaration relates to salary sacrifice arrangements currently in place between the customer and their employer

Lenders Mortgage Insurance (LMI) Fact Sheet

Use to educate customers who's deposit is less than 20% or where other circumstances Lenders Mortgage Insurance is required
Customer ID

Certified identification CID form

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

Identification verification form - Individual

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.

Verification of identity checklist and certificate - Non-individual entities

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.

Verification of identity - Statutory declaration

To be completed by the Identity Declarant, where photographic identity documents cannot be produced by the customer:

Verification of identity Overseas

Required for Verification of Identity performed for customers in a foreign country:

Certified copy certificate

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

Portfolio Loan direct debit request

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

Standard loans direct debit request

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

Direct debit request service agreement

To be handed to all customers completing a direct debit request
Home loan features

Interest Offset - new request

Interest Offset form

Interest In Advance request

To be completed when paying interest in advance

Rate lock request form (new loan)

To be completed for all new loans in application.
Niche products

Translation checklist

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

Seniors Access Plus Home Loan - request for loan advance

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

Construction Loan owner builder cost estimate

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

Cost estimate worksheet for owner builder loans

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.
Other

Valuation Report Customer and Guarantor Acknowledgement

To be completed when the property valuation amount is less than 90% of the purchase price

Notice to Borrowers & Guarantors Regarding Copy of Valuation

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

Business purpose declaration

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

Application for exemption from mortgage duty: refinancing of loans (NSW only)

This form is applicable for NSW only

Notice to prior mortgagee concerning proposed subsequent mortgage

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)

Privacy act authority/ agreement

To be completed and signed by all individual applicants and guarantors