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Useful forms
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Below we have listed all of our forms for your convenience.
Mortgage Forms
Mortgage Application Form (PDF, 20 pages, 1,090KB)
Top Up Application Form (PDF, 20 pages, 972KB)
Self Certified Costings for Top-up Mortgages (PDF, 2 pages, 489KB)
Mortgage Application Checklist (PDF, 2 pages, 504KB)
Home Loan Interest Rate Application Form (PDF, 4 pages, 596KB)
Mortgage Certificate of Income (PDF, 1 page, 448KB)
Mortgage Gift Letter (PDF, 1 page, 474KB)
Reclassify loan account from Homeloan to Buy-to-let (PDF, 5 pages, 583KB)
Reclassify loan account from Buy-to-let to Homeloan (PDF, 5 pages, 584KB)
EBS Back in Cash Application Form (PDF, 6 pages, 879KB)
Overpayment form (PDF, 4 pages, 636KB)
Letter of supervision for Self-build and Top-up Mortgages (PDF, 1 page, 573KB)
Architect’s interim certificate for Self-build and Top-up Mortgages (PDF, 2 pages, 566KB)
Certified costings for Self-build and Top-up Mortgages (PDF, 3 pages, 602KB)
SFS my mortgage
SFS our mortgage
SFS Docuload
Appointment Booking Forms
Mortgage appointment booking
Financial planning appointment booking
Insurance appointment booking
Savings appointment booking
Callback Request Forms
Savings Callback Request
Mortgage Callback Request
Insurance Callback Request
Financial Planning Callback Request
Contact Request Form
Daily Banking Forms
Standing Order Mandate (PDF, 1 page, 705KB)
Direct Debit Mandate (PDF, 1 page, 505KB)
Direct Debit Under 8 week Refund Form (PDF, 1 page, 537KB)
Direct Debit Over 8 week Refund Form (PDF, 1 page, 534KB)
Request to Refuse the next Direct Debit Payment Form (PDF, 1 page, 540KB)
Direct Debit Restriction Application Form (PDF, 2 pages, 617KB)
Dormant Account Claim Form (PDF, 2 pages, 528KB)
Change of Correspondence Address Guide & Application Forms
Payment from EBS Account Recall Request Form (PDF, 1 page, 536KB)
Summit Prospectus & KIIDs
Summit encashment form (PDF, 1 page, 493KB)
UCITs Funds
The Stable Fund - A sub-fund of Summit Investment Funds plc (PDF, 3 pages, 170KB)
The Balanced Fund - A sub-fund of Summit Investment Funds plc (PDF, 3 pages, 170KB)
The Growth Fund - A sub-fund of Summit Investment Funds plc (PDF, 3 pages, 170KB)
The Balanced Fund - A sub-fund of Summit Mutual Funds plc (PDF, 3 pages, 171KB)
The Global Leaders Fund - A sub-fund of Summit Mutual Funds plc (PDF, 3 pages, 174KB)
The Growth Fund - A sub-fund of Summit Mutual Funds plc (PDF, 3 pages, 171KB)
Feedback Forms
Compliment form
Complaint form
Suggestion form
Contact us
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