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Start your staircasing instruction

The information you supply will be used to process your staircasing instruction, and treated in accordance with data protection legislation. We may share this information with our solicitors and surveyors. We'll respond to your submission within 3-5 working days.

For further details on how your personal information is used, how we maintain the security of your information, and your rights to access information we hold on you, please see our Privacy Notice.

Have you:

Read and understood the terms and conditions for staircasing?
Reviewed our guidance on staircasing and how to increase the share you own?
Followed our checklist?

You’ll need to complete the form in one session. Your form won't be accepted if details are missing. There's not an option to save as you progress.

Gather electronic/scanned copies of documents for uploading. Please keep file-sizes small and upload in PDF, JPG or PNG format.

Your valid independent RICS valuation report.
Evidence of home improvements, copies of receipts and/or before-and-after pictures.
Certified proof of identity* (passport photo page, valid driving licence or valid national ID card)
Proof of address (top of a bank statement, council tax statement or a utility bill that shows your name and address).

*To be valid, these should be certified (signed). Guidance on who can certify a document is available from gov.uk/certifying-a-document

Guidance on EWS1 forms

What are ESW1 forms and do you need one?

Staircasing instruction

NOTE: Please make sure you've got all the information from the checklist above before you continue.

Please read our guidance on EWS1 forms before proceeding. If you are affected, your transaction may be at risk so it is important you have read this before starting.

Your details

Full name (required)

Email address (required)

Please provide a contact phone number so we can follow up on your staircasing instruction in more detail.

Phone number (required)

Your property

Address (required)

0 of 512 characters used

Postcode (required)

Ownership details

Tell us the name that the shared ownership lease is in (required)

In my name onlyJointly named with another person

You can add another person to become a legal joint shared owner of your home. Please note that a joint shared owner of your property must be either a British national, a UK permanent resident or have a valid UK work permit/visa.

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If your joint owner is not one of the above, you will not be able to add them to your staircasing instruction or to your title deed.

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Before providing any information about a joint owner, please ensure you have the other person’s full knowledge and agreement to provide this information.

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Do you want to add another person to become a legal joint owner of your home?

YesNo

Joint applicant’s details

Full name

Email address

Please provide a phone number for the joint owner as we may need to speak to them regarding this instruction.

Phone number

The joint applicant has

British nationalityPermanent UK residencyValid UK work permit or visa

Have you purchased additional shares since you first purchased your home? (Required)

YesNo

Full value of your property at the time you purchased (required)

Reason for purchasing additional shares in your home (required)

If you selected ‘Other’ in the previous question. Please briefly describe the change to your circumstances

Additional shares payment

How will you be paying for your additional shares?

With cash and/or savingsI'm remortgagingSome cash is coming from overseas funds

NOTE: We may need to carry out anti-money laundering (AML) checks in addition to those carried out by your solicitor or mortgage advisor. If we do, we'll request copies of documents including bank statements and payslips for three consecutive months.

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If your purchase is to be made with cash and/or a money contribution from overseas, we'll be able to process your instruction quicker if you have proof of funds available and can provide them now. For example:

> Three consecutive months of pay slips and bank statements.

> Copies of a savings account statement.

> Details of any property sale you're completing.

> A letter from a solicitor detailing any inheritance that will be used.

See the 'Additional information' section further down this form.

Changes or home improvements

Any changes or improvements to your property must be registered with us. You must get consent for all changes or improvements listed below before they're made. If you didn't seek consent, or consent wasn't given, you'll need to supply receipts/invoices as evidence of these changes/improvements.

Have you made any changes or improvements to your property? (Required)

YesNo

Please select the changes or improvements you have made to your property

Added loft extension, conservatory, porch, garage or carport, or driveway with dropped kerbDouble glazingInstallation of central heatingInstallation of cavity wall insulationNew fitted kitchen or bathroom

If you have made any changes or improvements not listed above, please discuss this with the valuer when they visit your property as it may affect your valuation.

Your solicitor details

Solicitor name and address

0 of 512 characters used

Solicitor contact details: email and phone number

0 of 512 characters used

Supporting documentation for your application

You (and the joint shared owner where applicable) will need to supply proof of identity and address with your staircasing instruction.

Please attach your valuation report.

Please attach your certified proof of identity.

NOTE: To be valid, proof of identity should be certified (signed). Guidance on who can certify a document is available from gov.uk/certifying-a-document

Example: name and photo page of your passport, a current valid driving license or valid national ID card.

Please attach your proof of your address.

Example: the top of a bank statement, council tax statement, or a utility bill - that must show your address.

Additional information

Is there anything else that you'd like to add to your instruction?

0 of 512 characters used

Declaration

Is required

I/we confirm we have read and understood the staircasing terms and conditions.

Is required

I/we confirm that the information provided in this instruction and attached documentation is correct to the best of my knowledge and I/we wish to proceed with this instruction.

Is required

I/we understand that by submitting this instruction I/we am initiating a formal process to buy more shares.

Is required

I/we understand that if we decide not to continue with this process, I/we will be responsible for abortive fees, payable to Latimer by Clarion Housing Group.

Is required

I/we confirm by paying for and submitting a RICS valuation, I will progress with the Staircasing according to their valuation report.

Is required

I am aware that Latimer will share relevant information with surveyors, mortgage advisors and solicitors as required to progress my instruction and for use in customer satisfaction surveys.

Is required

By submitting this form you confirm that you, and any other applicants, have read about how we will process your personal data in the Latimer Privacy Notice which can be found in the footer of this website.

Start your staircasing instruction

Staircasing instruction checklist

Guidance on EWS1 forms

Staircasing instruction

Your details

Your property

Ownership details

Joint applicant’s details

Additional shares payment

See the 'Additional information' section further down this form.

Changes or home improvements

Your solicitor details

Supporting documentation for your application

Please attach your valuation report.

Please attach your certified proof of identity.

NOTE: To be valid, proof of identity should be certified (signed). Guidance on who can certify a document is available from gov.uk/certifying-a-document

Please attach your proof of your address.

Additional information

Declaration