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Detailed finance request: mortgage loan

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Loan applicant

Mrs Ms Mr

Last name

First name

Street

Post code

Town

Nationality

Date of birth

E-mail

Tel. (home)

Tel. (work)

Mobile

Employment status employed Self-employed

Gross annual income (CHF) *

Real estate

Street, n°

NPA, Location

Size of plot m²

Year of construction

Living space of condominium apartment (PPE) in m²

Building volume in m³

Value of property / villa / apartment

Own estimation Official value Professional estimation

Loan

Destination of loan with preferred payment date

Destination of loan

Preferred payment date

Amount of current credit (CHF)

Financing *

Cost price of property (CHF)
(Purchase price inc. costs / construction cost / market value)

Equity (CHF)

Early withdrawal pension fund (CHF)

Avance sur 3^ème pilier (CHF)

Third-party loan (subordinated loans, CHF)

Personal work (max. 5% of construction costs, CHF)

Preferred mortgage (CHF)

Documents required

For the loan receiver(s) :

Proof of current salary and copy of latest tax declaration
Certificate of services from pension fund
Non-prosecution certificate from the 'Office des poursuites' (dated less than three months ago)
Financial statement / P&L account / 'rapport de révision' (review report) for the last three years (for self-employed and companies)
Extract from companies register (for companies)
Copy of both sides of identity card or passport

For the property :

Current statement from the Land register or copy of purchase contract (project)
Location plan or land registry certificate
Copy of building insurance
Construction plans (1:100 or 1:50)
Calculation of SIA (Swiss Architects and Engineers Office) capacity
'Droit de superficie' (surface rights) contract (for properties subject to 'droit de superficie')
Photos
External evaluation (where this exists)

Supplement for construction project :

Land purchase contract
Estimate of construction costs based on construction project managers' offers and a list of said managers
General Contractor Contract (if turnkey or package construction)
Description of materials
Construction permit

Supplement for condominiums (PPE) :

Act of constitution and distribution plan
PPE regulations
Floor plan (includes communal areas) with indication of overall surface area

Supplement for investment property :

Current rental status (refer to equity)

For an existing loan :

Copy of current loan contract

* Certain information you deem too sensitive may be transmitted at a later stage during a private appointment with the Finance and Insurance Department Manager

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