1/50051-11 Data capture form - Halifax Intermediaries 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the number of applicants and indicate if this is a remortgage. Select 'Yes' or 'No' for each question.
3. In the 'Intermediary details' section, fill in your company name, intermediary name, and contact number.
4. Proceed to the 'Personal details' section. For each applicant, select their title (Mr, Mrs, etc.), enter their forenames and surname, gender, date of birth, and marital status.
5. Complete the 'Customer information' section by selecting the customer type and residential status for both applicants.
6. In the 'Employment details' section, provide information about each applicant's job type, employment type, and anticipated retirement income.
7. Fill out the 'Income' section with gross salary and any additional income sources. Ensure all amounts are verified where applicable.
8. Finally, review all sections for accuracy before submitting your application through our platform.

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