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Click ‘Get Form’ to open it in the editor.
Begin by entering your personal details at the top of the form, including your name, member number, date, address, and contact information. This ensures that your submission is properly identified.
In the 'Income' section, input monthly figures for each source of income. Be sure to include net salaries from both applicants, any job seekers allowance, child benefits, and other relevant income sources.
Next, move to the 'Expenditure' section. Fill in all monthly expenses such as mortgage payments, utility bills, and other regular costs. Ensure accuracy by converting weekly expenses into monthly figures.
After completing both sections, calculate your total income and total expenditure. This will help you understand your financial situation better.
Finally, review the declaration section before signing and dating it. Make sure all information is accurate before submitting it via email or returning it to the Credit Union.

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