Online Mortgage Transfer Request Form

Online Mortgage Transfer Request Form

As an existing customer, we want to give you the opportunity to switch to another deal, so if you feel that a fixed or discounted variable rate product best suits your needs, you have the chance to secure another deal now. You can move the balance of your current mortgage deal that is due to end shortly to one of our new deals with no booking or completion fee.

In order to proceed, you should have received a paper version of the Mortgage Transfer Request Form in the post. Without this, you will be unable to complete this form.



By ticking the box below, I/we wish to proceed on an Execution Only basis and in doing so I/we understand that the West Brom will not give any advice and will not be assessing the suitability of the mortgage(s) based on my/our individual needs. I/We will not benefit from the regulatory protection provided by receiving advice.

  • Tick the box to agree that you have read and understood the declaration above

Upon receipt of this form, we will then send you a detailed Illustration for the product(s) you have selected via post, which will provide you with an indication of what your monthly mortgage payments would be if you decide to proceed, for you to sign and return.


Your details

To begin, please provide us with a few details so we can verify you as an existing customer.

You can find your 9-digit account number on the 'Important information about your mortgage' letter that we sent you. This number is also referred to as the 'Reference Number' on the paper version of the 'Mortgage Transfer Request Form'.

New product details

On the paper version of the 'Mortgage Transfer Request Form' that we sent to you, you will have been given a selection of new mortgage deals that you can move the balance of your current mortgage deal to. Please input the 'Ref:' number for the individual product(s) in the box below.

Maximum of four product reference numbers allowed. When entering multiple reference numbers, separate each by using a comma (e.g. 14875, 14866, 14872, 14879).

Please note, we reserve the right to withdraw these products at any time prior to transferring the mortgage.

Advice option
If you are unsure if switching to one of these deals is right for you or you would prefer to discuss your mortgage requirements with one of our qualified mortgage advisers, please call our Mortgage team on 0345 241 4767 (we are open Monday to Friday 9.00am to 7.00pm; Saturday 9.00am to 12.30pm).

Your contact details

In order for us to confirm that your Illustration request has been submitted successfully, please provide your email address below.

Please note, the sole purpose of us requesting your email address is for correspondence regarding this form only. We will not contact you via the email address provided for any other reason. For full details of our data protection policy, click here