Step 1 of 12 8% Hiddentransaction typeSalePurchaseSale & PurchaseHiddenPayment on account saleYour MoveReeds RainsprivateMiller MetcalfeEdward MelloeMiller Metcalfe Sale BundleHiddenPayment on account purchaseYour MoveReeds RainsprivateMiller MetcalfeEdward MelloeMiller Metcalfe Sale BundleHiddenpayment on account totalHiddenclients1234Hiddencase ref Hiddencalm ref Name First Last Address Street Address Address Line 2 City State / Province / Region Postcode Home PhoneWork PhoneMobileEmail Occupation Date of Birth MM slash DD slash YYYY National Insurance No. SALE SECTION Information relating to the property being soldIs the property you are selling the same as your correspondence address? Yes No Full Address of property being sold Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country When did you buy the property you are selling? (roughly) DD slash MM slash YYYY Did you buy the property you are selling from the council in a right to buy? Yes No Is the property you are selling freehold or leasehold? Freehold Leasehold Unknown Is the property you are selling a house or an apartment? House Apartment Are you selling via an estate agent or is it a private sale? Via an Agent Its a private sale Name/s of the person/people buying the property you are selling (if known) Please provide details of the solicitor acting for the buyers/sPlease provide name and contact detials What’s the name of Estate Agent who is selling/has sold the property for you? What is the fee you have agreed to pay the Estate Agent? Please state the amount inclusive of vat.Estate Agent Telephone numberplease include the area codeSale Price of the propertyHave you got a green deal on the property you are selling? Yes No Is the property you are selling unregistered? Yes No Not known IMPORTANT QUESTIONS ABOUT THE PROPERTY BEING SOLD – HELP US SPEED UP YOUR SALE Since you bought the property you are selling have any of the sellers changed their name?If yes, please upload the marriage certificate or change of name deed (a certified copy will suffice) Yes No Have any structural alterations/additions been made to the property in the past? Yes No You told us the property is Freehold is it subject to a Rentcharge? Yes No Is access required by you over land not belonging to?Eg. A rear passage to take bins out. Yes No Have you ever been asked to contribute towards the repair and maintenance of the land? Yes No Is there a Conservatory at the property? Yes No please confirm the following are true about the conservatory. That it is mostly glazed? That the roof is transparent? That it does not exceed 30 sq ft in size? That it is separated from the main house by way of an external door? That it is independently heated? Please also upload the FENSA and electrical certificates for the conservatory? Are you selling as an Executor? Yes No Are you selling as a Power of Attorney (POA)? Yes No Have you been notified of any breaches of covenant?This would normally be a letter from a company claiming that you have done something eg. They may claim that you have built a conservatory without permission. If you haven’t received such a letter then you can confidently answer ‘no’ to this question Yes No Do you have an existing mortgage/charge on the property being sold? Yes No YOUR LENDINGPlease enter the Lender name Lender Address: Street Address Address Line 2 City State / Province / Region Postcode Mortgage account number/roll number If you have more than one mortgage/charge on the property please let us have the name of who holds the additional mortgage/charge and any account numbers we may need to help us redeem this? PURCHASE SECTION.Are you a first time buyer? Yes No Are you using the Help to Buy Scheme? Yes No Are you using a Lifetime Isa (LISA) or ISA? Yes No OccupiersWill there be anyone other than the above people living at the property who are over 17? Yes No Please list their names, age and relationship belowFull NamesAgeRelationship Add RemoveABOUT YOUR PURCHASEProperty Type House Flat Maisonette Full Address and Postcode of Property to be Purchased Street Address Address Line 2 City State / Province / Region Postcode Is the purchase via an estate agent of a private purchase? Via an Estate Agent Its a Private Purchase Name of Seller(s) Please provide the Name and contact details of the Solicitor acting for the sellerWhat’s the agreed purchase Price?Estate Agents Tel No.please include the area codeWho is the Estate Agent for the Property you are Purchasing JOINT TENANTS OR TENANTS IN COMMON. When property is purchased in joint names, it can be legally owned by the purchasers as JOINT TENANTS or as TENANTS IN COMMON. If owned as JOINT TENANTS then, on the death of one of the owners, the share of the deceased is transferred automatically to the survivor or survivors. This would usually apply in the case of husband and wife so that the survivor of them would own the whole of the property without the necessity for any other documents or transfer. Even if you wrote a Will, the property would still pass to the survivor. If the property is owned as TENANTS IN COMMON then, on the death of one of the parties, there is no automatic transfer to the survivor or survivors. The share of the deceased would pass by their Will or under the antiquated intestacy laws. Some of the reasons people buy as Tenants in Common. Second relationships Family members buying a house together (e.g. brothers) Friends buying a house together Properties over £325,000 Unmarried couples Children from previous relationships Where one has put in more money than the other Please answer the question below to choose which you prefer. If you want further help with this, please book an appointment with our STEP lawyer, Michele Henderson. Michele can advise you on this point (please note, a small charge applies).If there is more than one purchaser, how do you want to hold the property? Joint Tenants Tenants in Common If you are buying as tenants in common it is vital that you make a Will to protect your estate. Would you like our partner firm, Family Matters, to contact you for a free no obligation chat to see what your Will requirements are? Yes Please No Thanks ABOUT YOUR PURCHASE CONTINUEDPlease state the amount of money you are contributing to your purchase (excluding any mortgage)This is the amount of the deposit eg. 10% or if you are a cash purchaser then the full amount you are buying the property for.Where is the money you are contributing held In whose name is the money held? Are you getting a mortgage? Yes No Who is your lender? Amount of Loan:Please let us have the name of your mortgage broker or your contact at lender? Please provide us with the Telephone number of your mortgage broker or contact at lender?please include the area codePlease confirm if you are happy for us speak to them about your transaction: Yes No Will you occupy the whole of the property? By this we mean no-one else other than you will be occupying the property eg letting part of the property out Yes No If you will not be occupying the whole of the property, please explain why not: Are you aware of any changes/alterations to the property you are buying? Yes No Are you borrowing money from any person for this purchase (e.g. a family member) Yes No Please state their name and relationship to you. Home Move DateAre there any dates you cannot move?Have any timescales been imposed on how quickly the transaction needs to complete? (e.g. by an auction or developer)We can in some situations offer a priority service. Please confirm if you wish to discuss this:Please note additional fees apply. Yes Please No Thanks CONFIRMATION SHEET Please tick all that apply:1) You confirm you are happy for us to contact any lender(s) on your behalf. Yes No 2) You consent to us acting on both sides of the transaction if appropriate Yes No 3) You confirm that we can submit the SDLT return on your behalf Yes No 4) You confirm that we can update the Estate Agent (if applicable) Yes No 5) You give us full authority to deal with your current lender (if any) Yes No If no to any of the above. Please contact us to explain why you are not happy for us to do so as not doing may cause a delay in your transaction? RETURN OF MONIES We need your bank details to return sale proceeds or any other monies on the account (e.g. cashback on a purchase)Name on Account First Last Address of bank: Street Address Address Line 2 City State / Province / Region Postcode Account Number Sort Code Do have any other questions or comments about the transaction?SignatureDate DD slash MM slash YYYY Based on your answers we now need you to upload or send us any supporting documents you haveYou told us your property is unregistered We need you to send us the original deeds by secure post to our office addressPlease upload your marriage certificate or change of name deeda certified copy will sufficeMax. file size: 2 MB.You told us the property is leasehold. Please upload the most recent rent reciept.Max. file size: 2 MB.if you do not have one please obtain one and upload it.You told us the property is subject to a rentcharge, please upload the most recent reciept.Max. file size: 2 MB.if you do not have one please obtain one and upload it.Please upload and FENSA and electrical certificates for the conservatoryMax. file size: 2 MB.Please upload the Grant of ProbateMax. file size: 2 MB.Please provide the signed Power of Attorney POAMax. file size: 2 MB.
