Mortgage forms and documents

Here are some of our most commonly used documents, including reference guides and forms.

New customers

Expert guides and all the documents you'll need as you set off towards your first home.

Guides

• First Time Buyer Brochure – First Time Buyers Guide to getting ‘mortgage ready’
• Guide to Switching Your Mortgage to AIB
• Mortgage Glossary
• Mortgage Application Checklist
• MyMortgage User Guide

Forms

Here are the most frequently used forms that you might need.

• Mortgage Application Form
• Mortgage Application Checklist
• Salary Certificate – To be completed by your employer
• Building certificate for Self-build customers
• Certified costing template – completed by an architect, engineer or building surveyor on behalf of self-build customers
• Self-build overrun overspend template – Completion is required if you have overruns on a self-build property
• Gift Letter - If you have been gifted funds, a site or equity into your account to help with the deposit of your mortgage, you are required to complete this template
• Mortgage Valuation Booking - Book your valuation as part of your new mortgage application. If you are looking to change the Loan To Value (LTV) on your existing mortgage, see here .
• Direct Debit Mandate: All mortgage applicants will be required to complete this form to allow AIB to collect your mortgage repayments by Direct Debit
• Link to Credit Bureaus from around the world

Please Note: A satisfactory original Valuation Report on the property will need to be submitted. Your valuation can be arranged by calling our Valuations Team on 0818 100 051.

Existing customers

All the documents needed to to help you make changes to your mortgage easily.

Guides

• Movers' Brochure – Movers’ Guide to getting ‘mortgage ready’.
• Mortgage Glossary
• MyMortgage User Guide
• AIB Mortgages Helping you move home - Tracker Interest Rate Retention Brochure. Guiding you through your next move.
• Top-up Mortgage brochure – a guide for any customer considering a top-up mortgage loan to finance home improvements and more.

Forms

Here are the most frequently used forms that you might need.

• Mortgage Amendment Form – This form allows you to request amendments to the Repayment Date and to the Loan Rate on your Current AIB Mortgage.
• Payment Break form – Application form to apply for a Payment Break (i.e. Moratorium or Interest Only) from your mortgage.
• Overpayment Form – If you would like to pay a lump sum off your mortgage.
• Mortgage Overpayments following a Covid 19 payment break. If you have taken a Covid 19 payment break and would like to make an overpayment.
• Mortgage Valuation Booking - Book your valuation as part of your new Top Up or Equity Release mortgage application. If you are looking to change the Loan To Value (LTV) on your existing mortgage, see here
• Reduced Repayment Application Form for Alternative Mortgage Repayments - To be completed if you require an alternative repayment applied to your mortgage and your mortgage account is NOT currently being managed with the Mortgage Arrears Resolution Process (MARP).
• Direct Debt mandate: If you would like to change the account your Mortgage is paid from, please print out and complete the SEPA Direct Debit Mandate form.
• Transfer of Title Tracker Interest rate application form: this form should be used when adding or removing an applicant to or from your mortgage loan and/or title deeds and keeping your existing tracker interest rate on your current property.
• Costings template – For customers choosing a top-up mortgage loan for home improvement purposes, your mortgage advisor will let you know which of the following to use:
  • Self Certified Costings – To be completed by the customer.
  • Certified Costings Template – Completed by an architect, engineer or building surveyor on behalf of the customer.

  If you already have a mortgage with us, our customer support team can best answer your questions on 0818 251 008.

  For further information you can also check out our frequently asked questions.