Yorkshire Building Society - requestCommLendingProductTransferForm

Request a product transfer

Please complete the information below to begin your product transfer application.

Existing mortgage details

Company/Personal Name *

Mortgage account number *

Your account number can be found on the letter we have sent you.

Are any other variations to the loan required along with the change of product? (such as additional borrowing or changes to the loan term etc): *

YesNo

If yes, what variations are required? (select all that apply):

Additional Borrowing

Change of Mortgage Term

Transfer of Equity

Sale of Part

Change to Repayment Basis

Consent to Works

Other

Other, please specify: *

Product Required

Click here to view our product range.

Which product do you want to transfer to? *

The product fee can either be paid upfront or added to the loan. This decision can be made once an offer is made.

Financial Advisor details You need to be on our broker panel in order to complete this form/act on behalf of the customer for a product transfer.

Name of Company *

Who is completing this form?

Name *

Address Line 1 *

County *

Post code *

Daytime phone number *

Name of Financial Advisor

We will assume that you have received assistance from the broker firm who originally introduced this loan, and therefore we will pay them a procurement fee of 0.5% of the outstanding balance upon completion of this product transfer.

If you would prefer us to not pay this fee, please confirm by ticking the box.

In order to make this payment the broker firm must still be an active member of our broker panel.

Everything correct? Please make sure to check the details you've entered before you submit, as any omissions or mistakes may result in us requiring further information from you and delay us sending the offer document. Please be extra vigilant you have entered a valid product code that your clients are eligible for.

By submitting this form, you confirm that you have your client's permission to act on their behalf in this transfer and for Yorkshire Building Society to undertake a search, with credit reference agencies where appropriate.

By submitting this form, you confirm that you are happy for Yorkshire Building Society to undertake a search, with credit reference agencies where appropriate.

Are you a broker or a customer? *

BrokerCustomer

Place your cursor over the help icons to view additional explanations
Please note: we need all the information marked with an * asterisk.