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

Barclays Birmingham Midshires Britannia

Cheltenham & Gloucester Cheshire Mortgage Corporation Co-operative Bank

Coventry Danske Bank Ecology Building Society

GE Money Home Lending Godiva Mortgages Ltd Holmesdale Building Society

Halifax Kensington Mortgages

Mortgages PLC National Westminster Bank Nationwide Building Society

Nottingham Building Society Platform Post Office Ltd

Precise Mortgages

Santander Scottish Building Society

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