Client Needs Analysis Sample

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Additional Notes: Amount of credit sought: Term of credit sought (years): If purchasing property, how long are you looking to retain the property for (Please provide reasons below) 2 years 2- 5 years 5 – 10 years 10 years plus If refinancing or consolidating debts, please provide details of the debts that are being refinanced or consolidated and the resulting benefit to you TT08.1 Responsible Lending: Client Needs Analysis YOUR DETAILS: CLIENT 1: Title: Mr Mrs Ms Miss Other CLIENT 2: Title: Surname: Surname: Given Names: Given Names: Previous Name Previous Name Date of Birth: Marital Status: / / Sex: Single Widowed Number of Dependants: Current Address: Male Female Married De Facto Separated Ages: Divorced State Mr Date of Birth: Marital Status: Mrs / / Widowed Male Female De Facto Separated Ages: Divorced P/Code Time at Current Address: Years Months Current Residential Status: Own Home Years Months Current Residential Status: Mortgaged Renting Live with Family Boarding Other State Own Home Mortgaged Renting Living with Family If under 2 years, please provide previous address details: If under 2 years, please provide previous address details: P/Code State P/Code Postal address (if different from residential address): State: Email Address: State: Email Address: P/Code: P/Code: Home Phone Number: ( ) Home Phone Number: ( ) Work Phone Number: ( ) Work Phone Number: ( ) ( ) Mobile Number: Boarding Other Postal address (if different from residential address): Mobile Number: Fax Number: Preferred Daytime Contact Number: Other Married State Time at Current Address: Miss Sex: Single Number of Dependants Current Address: P/Code Ms ( Home ) Work Face to Face Identity Check TT08.1 Responsible Lending: Client Needs Analysis Fax Number: Mobile Preferred Daytime Contact Number: Face to Face Identity Check Home Work Mobile IDENTIFICATION DOCUMENTS CLIENT 1: Document Type CLIENT 2: Document Type Photo ID Yes NO Photo ID Yes Document Number Document Number Place of Issue Place of

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