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Name
Address
MM slash DD slash YYYY

SALE SECTION

Information relating to the property being sold

Is the property you are selling the same as your correspondence address?
Full Address of property being sold
DD slash MM slash YYYY
Did you buy the property you are selling from the council in a right to buy?
Is the property you are selling freehold or leasehold?
Is the property you are selling a house or an apartment?
Are you selling via an estate agent or is it a private sale?
Please provide name and contact detials
please include the area code
Have you got a green deal on the property you are selling?
Is the property you are selling unregistered?

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)
Have any structural alterations/additions been made to the property in the past?
You told us the property is Freehold is it subject to a Rentcharge?
Is access required by you over land not belonging to?
Eg. A rear passage to take bins out.
Have you ever been asked to contribute towards the repair and maintenance of the land?
Is there a Conservatory at the property?
please confirm the following are true about the conservatory.
Are you selling as an Executor?
Are you selling as a Power of Attorney (POA)?
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
Do you have an existing mortgage/charge on the property being sold?

YOUR LENDING

Lender Address:
PURCHASE SECTION.
Are you a first time buyer?
Are you using the Help to Buy Scheme?
Are you using a Lifetime Isa (LISA) or ISA?

Occupiers

Will there be anyone other than the above people living at the property who are over 17?
Please list their names, age and relationship below
Full Names
Age
Relationship
 

ABOUT YOUR PURCHASE

Property Type
Full Address and Postcode of Property to be Purchased
Is the purchase via an estate agent of a private purchase?
please include the area code

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.

  1. Second relationships
  2. Family members buying a house together (e.g. brothers)
  3. Friends buying a house together
  4. Properties over £325,000
  5. Unmarried couples
  6. Children from previous relationships
  7. Where one has put in more money than the other
  8. 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?
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?

ABOUT YOUR PURCHASE CONTINUED

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.
Are you getting a mortgage?
please include the area code
Please confirm if you are happy for us speak to them about your transaction:
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
Are you aware of any changes/alterations to the property you are buying?
Are you borrowing money from any person for this purchase (e.g. a family member)

Home Move Date

(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.

CONFIRMATION SHEET

Please tick all that apply:

1) You confirm you are happy for us to contact any lender(s) on your behalf.
2) You consent to us acting on both sides of the transaction if appropriate
3) You confirm that we can submit the SDLT return on your behalf
4) You confirm that we can update the Estate Agent (if applicable)
5) You give us full authority to deal with your current lender (if any)
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
Address of bank:
DD slash MM slash YYYY

Based on your answers we now need you to upload or send us any supporting documents you have

You told us your property is unregistered

We need you to send us the original deeds by secure post to our office address

a certified copy will suffice
Max. file size: 20 MB.
Max. file size: 20 MB.
if you do not have one please obtain one and upload it.
Max. file size: 20 MB.
if you do not have one please obtain one and upload it.
Max. file size: 20 MB.
Max. file size: 20 MB.
Max. file size: 20 MB.
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