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Application documents and forms | Barclays Intermediaries

Our most used documents, all in one place

To make things simple, we’ve pulled together our latest documents for you to view and download, including guides, forms and brochures.

For all other documents, you’ll need to register or log in to the Intermediary Hub to use the ‘Knowledge’ help centre.

  • Packaging documents and forms

    Criteria & Packaging Guide

    Our lending criteria at a glance and a comprehensive packaging guide

    PCV – Mortgage application change form

    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

  • 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.

  • 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.