Commercial Loans

Forms

Here you can find a range of forms - these may be necessary through the commercial loan process.

Commonly Used Commercial Forms
FormDescription
Commercial Discussion Paper Use this form when submitting an expression of interest request. If using your own submission please ensure all items listed in our Commercial discussion paper are included. We aim to respond to you within 48 hours.
Company/Trust Borrower Application form Commercial loan application form for Company/Trust borrowers.
Entity Foreign Tax Residency, self-certification form Commercial and business customers must complete this form to ensure we hold accurate and current information about your foreign tax residency. This form is for businesses, trusts and partnerships only—no sole traders or individuals.
Individual Borrower Application form Commercial loan application form for borrowers in individual name.
Individual Foreign Tax Residency, self-certification form Individuals banking with us must complete this form to ensure we hold accurate and current information about your foreign tax residency. This form is for personal banking customers, sole traders, guarantors and controlling persons of an entity.
Additional Guarantor form Use this form for additional company/trust or personal guarantors.
Identification Form Verifying an applicant's identity.
Upfront Valuation Request To be used when requesting a valuation prior to submission of an application form.
Other Useful Commercial Forms
FormDescription
Loan Account Instruction Form - Company/Trust Borrowers Operating instructions and authorised persons for loan accounts
Loan Account Instruction Form - Individual Borrowers Operating instructions and authorised persons for loan accounts
PCM Product Switch Form To be used when switching a Priority Commercial Mortgage product
Director Guarantor Waiver Form List of documents not to be sent to a Director Guarantor.
PCM Fixed Rate Lock In Request Form Use this form to request a fixed rate lock in for a commercial loan. Please submit by 4pm for same day lock in.
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