Home Loan Checklist
This checklist describes what you will need to bring when you apply for a home loan.
Documents to bring... |
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Proof of your saved deposit (if applicable) with bank statements for 12 months. |
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A personalised bank deposit slip. |
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Confirmation of your income, which could be a...
If you are self-employed, you will also need to provide...
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Details of your current financial position (existing mortgage/loan details, hire purchase commitments, values of major assets). |
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Copies of the most recent rateable valuations/rates demands for all properties shown as assets in your loan application. |
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A copy of the Sale & Purchase Agreement, signed by the purchaser(s) and vendor(s), if applicable. |
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Proof of your repayment history with your current financier... if you are refinancing. |
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Two types of identification, including a passport or driver's licence, if you do not already have a Public Trust home loan. |
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Note: Home loans are only available to those customers for whom Public Trust is acting or named as an executor, attorney or trustee.

