Home// Intermediary Hub// Intermediary Support// Useful forms and checklists
Background image: Scottish Building Society Intermediaries
Powered by purpose

Scottish Building Society Intermediaries

Useful Forms and Checklists

Contact your BDM
Contact your BDM

Mortgage Forms

Our mortgage forms are available to download below

Direct Debit Mandate

Direct Debit Mandate (File Size: 74KB)

Intermediary Application Forms

Application Form Intermediary (File Size: 436KB)
Further Advance Application Form (File Size: 306KB)
Guarantor Application Form (File Size: 222KB)

Other Forms

Mortgage Customer Declaration Form (File Size: 52KB)
Gifted Deposit Form (File Size: 69KB)
Income & Expenditure Form (File Size: 66KB)

Self-Build Costs Estimate Form

Self Build Cost Form (File Size: 129KB)

Terms Of Business

Terms Of Business January 2021 (File Size: 64KB)

Supporting Documentation Checklist

Supporting Documentation Checklist (File Size: 72KB)

FOR INTERMEDIARY USE ONLY

Background image

We're here to help

You can visit us in our Relationship Centres, or call us on 0333 207 4007. Our lines are open 9am - 5pm Monday to Friday (10am - 5pm Wednesday). Calls may be recorded and/or monitored.

Find a Relationship Centre Customer Services Help and Support
©Scottish Building Society 2025. All rights reserved. Scottish Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Register No 206034)