Business Customer & Strategy 100 Parliament Street London Virtual Communications Group SW1A 2BQ Agent Strategy Group
4th December 2015
Dear VCG/ASG members,
Following changes to the Government Security Classifications fax is no longer considered a secure means of communication for certain documents. HMRC will no longer be able to provide copies of SA302 (otherwise known as the Tax Calculation) or the Tax Year Overview by fax, due to the type and level of customer information they include. We have notified the Council of Mortgage Lenders members who will be cascading this message to other lenders and brokers so they should no longer be requesting faxed information.
We will continue to provide copies of the SA302 by post if requested. However we would appreciate it if you could encourage your members to use the self-serve option: sa302-tax- calculation for mortgage applications. The following lenders have told HMRC they will accept self-serve documents
Aldermore Bank of Ireland Bank of Scotland
Barclays Birmingham Midshires Britannia
Cheltenham & Gloucester Cheshire Mortgage Corporation Co-operative Bank
Coventry Building Society Danske Bank Ecology Building Society
GE Money Home Lending Godiva Mortgages Ltd Holmesdale Building Society
Halifax Kensington Mortgages Lloyds Bank
Mortgages PLC National Westminster Bank Nationwide Building Society
Nottingham Building Society Platform Post Office Ltd
Precise Mortgages Royal Bank Of Scotland Saffron Building Society
Santander Scottish Building Society Scottish Widows
TSB Wave Lending Woolwich
We will be emailing agents about this change on Monday 7th December, but wanted to ensure that you are aware today. Please cascade this message to your members as appropriate.
Kind regards,
Toni Clark Head of Digital Agent Engagement