Criteria & Packaging Guide
Our lending criteria at a glance and a comprehensive packaging guide
Application documents and forms | Barclays Intermediaries
Our most used documents, all in one place
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Packaging documents and forms
Application Amendment Form (PCV)
For requesting changes to submitted applications for residential and buy-to-let mortgages.
New-build offer extension declaration
Form for making extensions to a client’s mortgage offer.
Additional case information (ACI) form
For information about residential or buy-to-let cases that we’ll need when making our assessment.
Portfolio property schedule form
For all Portfolio Landlord buy-to-let applications where four or more mortgage properties are held.
KYC Attestation form
For customer signatures on declarations and Know Your Customer.
General declaration – residential
These declarations set out what you can expect from us when making a mortgage application.
Debt declaration – residential
Applies to each applicant applying for a mortgage where a commitment has been made to repay existing debt.
Rate Switch Information Sheet
This sets out what you can expect when applying to transfer a mortgage product with us.
Direct Debit form – residential
Instruction for the monthly payment on a mortgage.
Independent legal advice request form
For when we have identified that an applicant needs independent legal advice.
Consumer buy-to-let declaration
These declarations set out what you can expect from us when making a mortgage application.
Interest-only declaration – buy to let
For each applicant applying for, or having, an interest-only or part and part mortgage.
Non-consumer buy-to-let declaration
These declarations set out what you can expect from us when making a mortgage application.
Direct Debit form – buy to let
Instruction for the monthly payment on a mortgage.
Limited Company Profit After Tax
Our standard template for using profit after tax according to our lending criteria.
Specimen signature card
Use this card to get a specimen signature from your client for their new Barclays linked current account
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Helpful information
Data capture form – residential
Designed to capture the information for a case when you can’t access our online system.
Data capture form – buy to let
Designed to capture the information for a case when you can’t access our online system.
Affordability calculation guide – buy to let
Find out how we calculate whether your client could afford a mortgage.
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Product brochures and guides
Springboard application pack
An application form for a Helpful Start account, which your client needs for a Springboard mortgage.
Mortgage tariff of charges
This sets out our current charges for new and existing customers.
Family Springboard brochure
More information about a mortgage that lets family members help each other get on or move up the property ladder.
Offset Mortgage brochure
How an Offset Mortgage could make the most of your client’s savings.
Helpful Start account advice sheet
Independent legal advice for Helpful Start account holders through legal firm, enact.
Guide to independent legal advice
Parties to a mortgage application who won’t benefit from the proposed loan will need to get independent legal advice.
Guide to buy-to-let mortgages
Our products provide the flexibility to let and manage a property in a way that suits your client.
Understanding your Barclays residential mortgage
FAQs for residential purchase and remortgage customers.