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It captures adviser information, application reference, product selection, and how advice is delivered (advised/not advised, communication channels). It records mortgage type (remortgage or purchase), estimated value, borrowing amount, interest payment preferences, interest rate details, and inheritance protection allocation. It also collects loan purpose allocations, deposit sources (for purchases), and applicant identity, residency history, communication preferences, special requirements, and power of attorney information for each applicant.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/lifetime-mortgage-application-form/305446/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/lifetime-mortgage-application-form/305446.png","ImageObject",442,249,{"name":88,"@type":89},"Jordan Avery","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-10","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of this Lifetime Mortgage application form?","Question",{"text":109,"@type":110},"It summarises the information provided for a lifetime mortgage application to Legal & General via a mortgage adviser. The applicant should review the content and correct any changes, and keep a copy if the information is accurate.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What adviser and application information must be completed?",{"text":114,"@type":110},"The form requires adviser details (including contact information and FCA number), the application reference and submission date, product selection, and whether the client is advised or not advised, including how advice is provided (e.g., face to face, telephone, video call).",{"name":116,"@type":107,"acceptedAnswer":117},"Which applicant details are requested, including power of attorney?",{"text":118,"@type":110},"The form collects applicant identity details, gender, date of birth, nationality and marital status, relationship between applicants, addresses and residential status/history, preferred communication methods, special requirements for formatted communication, and whether a power of attorney is acting for the transaction along with power of attorney details.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},305446,1790443150,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":45,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},1099523882367,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Lifetime Mortgage  \nApplication Form  \nThis form summarises the content of your application for a mortgage with Legal & General as provided by yourself to your mortgage adviser. Please read the content and contact your adviser if any of the information is incorrect or has changed. If all of the information is correct please keep a copy for your records. This is not a formal mortgage offer and is provided for information purposes only.  \nAdviser details  \n\n| Name of Adviser:\u003Cbr>Company Name: |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Address: | |  |  |  |  |  |  |  |  |  |\n| Postcode: | |  |  |  | Email: | |  |  |  |  |\n| Contact number:\u003Cbr>FCA Number: |  |  |  |  |  |  |  |  |  |  |\n| Mortgage Club: | |  |  |  |  |  |  |  |  |  |\n| Application Ref: |  | |  |  | Date application submitted: |  |  |  | |  |\n| Product: | |  |  |  |  |  |  |  |  |  |\n| Which service are you providing your client with?\u003Cbr>Advised:\u003Cbr>How was the advice provided?\u003Cbr>|  |  |  | Not Advised: |  |  | |  |  |  |\n| Face to face: |  |  | | Telephone: |  |  | | Video Call: |  | |\n| Is your client remortgaging their current property or purchasing a new property? |  |  |  |  |  |  |  |  |  |  |\n| Remortgage: |  |  | | Purchase: |  |  | |  |  |  |\n\nMortgage loan details  \n\n| Estimated value (remortgage): How much does the applicant wish to borrow?: | |  | Purchase price (if purchasing): £\u003Cbr>Interest rate (MER %): %\u003Cbr>\u003Cbr>|  |\n| --- | --- | --- | --- | --- |\n| Monthly Interest Payments:\u003Cbr>Does the applicant wish to make monthly interest payments?: Yes:  No:  |  |  |  |  |\n| Chosen Monthly Interest Payment: £\u003Cbr>|  |  |  | (Please refer to the definitions section at the back of this form for details.) |\n| Inheritance Protection:\u003Cbr>Percentage of net sale proceeds to protect: |  | % |  |  |\n\nPurpose of loan (for remortgage)  \n\n| How will the loan amount be allocated? | | Amount: | £ |\n| --- | --- | --- | --- |\n|  |  | Amount: | £ |\n|  |  | Amount: | £ |\n|  |  | Amount: | £ |\n|  |  | Amount: | £ |\n|  |  | Amount: | £ |\n| If applicant has any other purposes for the loan, these are shown in the additional sheets at the end of the application form. |  |  |  |\n\n\n| \u003Cbr>Source of deposit (for house purchase) |  |  |  |\n| --- | --- | --- | --- |\n| What is the source of the deposit? |  | Amount: | £ |\n|  |  | Amount: | £ |\n|  |  | Amount: | £ |\n| If applicant has any other source of deposits, these are shown in the additional sheets at the end of the application form. |  |  |  |\n\nApplicant details Applicant 1 Applicant 2  \n\n| Title: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| First name:\u003Cbr>Middle name:\u003Cbr>Surname: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| Gender: | Male: |  | | Female: |  | |  | Male: |  | | Female: |  | |\n| Date of birth: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| Current age: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| Nationality:\u003Cbr>Marital status: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| Relationship with first applicant: |  |  |  |  |  |  | |  |  |  |  |  |  |\n| Address:\u003Cbr>Postcode: | |  |  |  |  |  |  |  |  |  |  |  |  |\n| Is the applicant known by anyother name?: |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| If ‘yes’ please provide details below.\u003Cbr>Title:\u003Cbr>First name:\u003Cbr>Middle name:\u003Cbr>Surname: | Yes: | |  | No: | | Yes: |  |  | |  | No: | |  |\n|  | \u003Cbr>|  |  |  |  |  |  |  |  |  |  |  |  |\n| If applicant has any other previous names, these are shown in the additional sheets at the end of the application form. |  |  |  |  |  |  |  |  |  |  |  |  |  |\n\nApplicant details cont’d Applicant 1 Applicant 2  \n\n| Residential Status: | |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| From: |  |  |  |  | |  |  |  |  |  | To: |  | | From: |  | |  |  |","cbCainuWNH4su2nJ","https://ap.wps.com/l/cbCainuWNH4su2nJ","pdf",348015,"English","# Adviser details\n# Mortgage loan details\n# Purpose of loan (for remortgage)\n# Source of deposit (for house purchase)\n# Applicant details\n## Applicant details cont’d\n# Power of Attorney","[{\"question\":\"What is the purpose of this Lifetime Mortgage application form?\",\"answer\":\"It summarises the information provided for a lifetime mortgage application to Legal \\u0026 General via a mortgage adviser. The applicant should review the content and correct any changes, and keep a copy if the information is accurate.\"},{\"question\":\"What adviser and application information must be completed?\",\"answer\":\"The form requires adviser details (including contact information and FCA number), the application reference and submission date, product selection, and whether the client is advised or not advised, including how advice is provided (e.g., face to face, telephone, video call).\"},{\"question\":\"Which applicant details are requested, including power of attorney?\",\"answer\":\"The form collects applicant identity details, gender, date of birth, nationality and marital status, relationship between applicants, addresses and residential status/history, preferred communication methods, special requirements for formatted communication, and whether a power of attorney is acting for the transaction along with power of attorney details.\"}]","Lifetime Mortgage - Application Form | PDF",1789824989,7]