Resources

On this page, you can access and download the relevant documents relating to Hodge Lifetime and its products.

Please select the documents you require from the following sections:

Holiday Let

Product literature How to guides

Application Forms

Holiday Let Application Form

Product Documents

Holiday Let Product Summary
Holiday Let Customer Declaration
Holiday Let DD Mandate
Holiday Let Complaint Procedure
Holiday Let Case Study
Holiday Let T&Cs

How To Guides

Holiday Let Criteria & Affordability Guide

Residential Mortgages

Product literature How to guides Calculator

Application Forms

50+ Mortgage/RIO Mortgage Decision in Principle Online Application Form
50+ Mortgage/RIO Mortgage Decision in Principle Application Form
50+ Mortgage/RIO Mortgage Application Form
50+ Mortgage/RIO Mortgage Additional Property and Buy to Let Form
Adding/Removing a Person Form
Moving Home Application Form

Product Documents

Direct Debit Mandate
RIO Mortgage Product Summary
50+ Mortgage Product Summary
50+ Mortgage/RIO Mortgage Loan to Value Table
50+ Mortgage/RIO Mortgage Tariff of Charges
50+ Mortgage/RIO Mortgage Decision in Principle Customer Declaration
50+ Mortgage/RIO Mortgage Application Customer Declaration
50+ Case Study
50+ Mortgage/RIO Mortgage Terms and Conditions
RIO Mortgage Case Study

How To Guides

50+ Mortgage/RIO Mortgage Submission Guidelines
The Underwriting Guide
50+ Mortgage/RIO Mortgage Criteria and Affordability Guide
50+ Mortgage/RIO Mortgage Property Eligibility Factsheet

Retirement Mortgage

Product literature How to guides Calculator

Application Forms

Retirement Mortgage Decision in Principle Online Application Form
Retirement Mortgage Decision in Principle Application Form
Retirement Mortgage Application Form
Retirement Mortgage Additional Property and Buy to Let Form
Adding/Removing a Person Form
Moving Home Form

Product Documents

Retirement Mortgage Terms and Conditions
Retirement Mortgage Tariff of Charges
Retirement Mortgage Loan to Value Table
Retirement Mortgage Decision in Principle Customer Declaration
Retirement Mortgage Application Customer Declaration
Retirement Mortgage Product At a Glance – includes current interest rates
Retirement Mortgage Product Summary

How To Guides

Retirement Mortgage Submission Guidelines
The Underwriting Guide
Retirement Mortgage Property Eligibility Factsheet
Retirement Mortgage Criteria and Affordability Guide

Flexible Lifetime Mortgage

Product literature How to guides

Application Forms

Flexible Lifetime Mortgage Application Form
Adding/Removing a Person Form
Moving Home Form

Product Documents

Flexible Lifetime Mortgage At a Glance
Equity Release Product Summary
Equity Release Product Range At a Glance – includes current interest rates
Flexible Lifetime Mortgage Repayment Charge Factsheet
Flexible Lifetime Mortgage Loan to Value Table
Flexible Lifetime Mortgage Schedule of Charges
Flexible Lifetime Mortgage Terms and Conditions
Equity Release Case Study

How To Guides

Flexible Lifetime Mortgage Property Eligibility Factsheet

Lump Sum Lifetime Mortgage

Product literature How to guides

Application Forms

Lump Sum Lifetime Mortgage Application Form
Adding/Removing a Person Form
Moving Home Form

Product Documents

Lump Sum Lifetime Mortgage At A Glance
Equity Release Product Summary
Equity Release Product Range At a Glance – includes current interest rates
Lump Sum Lifetime Mortgage Early Repayment Charges Factsheet
Lump Sum Lifetime Mortgage Loan to Value Table
Lump Sum Lifetime Mortgage Schedule of Charges
Lump Sum Lifetime Mortgage Terms and Conditions
Equity Release Case Study

How To Guides

Lump Sum Lifetime Mortgage Property Eligibility Factsheet

Portfolio Buy-To-Let Loan

Product literature

Application Forms

Hodge Portfolio BTL – Application Form for Ltd LLP
Hodge Portfolio BTL – Additional Applicant Form

Product Documents

Hodge Portfolio BTL – Product Summary
Hodge Portfolio BTL – Minimum Requirements
Hodge Portfolio BTL – Property Tenancy Schedule
Hodge Portfolio BTL – TCs
Hodge Portfolio BTL Case Study

Annuities

Product literature

Application Forms

Annuity Application Form
Annuity Cancellation Form

Product Documents

Annuity Summary
Annuity Key Features
Annuity Terms and Conditions

Other Resources

Product literature

Product Documents

Verification of Identity Form
Welfare Benefits for the Over 60’s
Privacy Notice
Fraud Prevention Documentation
Complaints Procedure

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