Mortgages income and expenditure form

If you’re having money worries, and you think you may not be able to make your contractual monthly payments or would like to set up a plan to repay your outstanding arrears, we can help. Please complete the income and expenditure form so that we can understand your current financial situation better and discuss your options with you.

What you need to do

1. Complete and submit the income and expenditure form
2. We will review the form and our aim is to contact you directly via telephone within 3 working days. When you complete the form, please ensure you have supplied us with your phone number.

You should only complete this form if you have a mortgage with us.

If you have personal lending with us, you can use the personal lending income and expenditure form.

For help with other money worries, please visit our money worries help page.

If you have any difficulty completing the form, visit stepchange.org where they have a helpful guide.