Bank of Melbourne - A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714
To be lodged with every home loan application
To be completed and signed by all applicants / guarantors
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
This declaration relates to salary sacrifice arrangements currently in place between the customer and their employer
Use to educate customers who's deposit is less than 20% or where other circumstances Lenders Mortgage Insurance is required
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.
To be completed by the Identity Declarant, where photographic identity documents cannot be produced by the customer:
Required for Verification of Identity performed for customers in a foreign country:
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 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
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.
To be completed when the property valuation amount is less than 90% of the purchase price
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