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Standard Financial Statement

  • 1. Introduction
  • 2. Borrower(s)
  • 3. Income & Expenditure
  • 4. Assets
  • 5. Summary & Declaration
  • 6. Additional Questions

Before you get started

This application allows you to digitally complete and submit a Standard Financial Statement (SFS) for the Mortgage Arrears Resolution Process (MARP).

Please read through this pdf before clicking ‘Begin form submission’ below.

We would also suggest you download this pdf, so you can refer to it while completing each section of your form. A number of the terms used in the SFS are explained in Appendix 1 of the pdf.

How to fill in the form

  • Allow yourself plenty of time. It will take about 45 minutes to complete.
  • Once you start filling it in, you will be able to save and return at a later date if required.
  • You cannot move back to a previous section unless all mandatory questions have been answered.

 

Get all necessary information together

Please make sure you have the following information to hand in order to complete the form:

  • Mortgage Account information.
  • Personal, employment and income details of borrower(s).
  • Monthly income and expenditure.
  • Debt repayment information.
  • Information on other property and non-property assets.

 

For more information on completing the SFS, please read the PTSB Consumer Guide to completing the SFS.

If your mortgage has transferred to us from Ulster Bank, please read our UB customer SFS Guide.

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