1 - Personal Details  

Select your title. Example: Mr.
Enter all your names (excluding your surname). Example: Joe
Enter your surname. Example: Smith
Enter your 13-digit South African ID number. Example: 1234567890123
Enter your initials. Example: J.
Select your gender
Contact Details Enter your home telephone number. Example: (021) 123 4567
Enter your work telephone number. Example: (021) 123 4567
Enter your cellphone number. Example: (082) 123 4567
Enter your fax number. Example: (021) 123 4567
Enter your primary email address. Example: jsmith@someplace.com
Addresses Enter your home address.
Example: House No 2
Water Crescent Street
Cape Town

Enter the number of years spent at your current home address. Example: 3
Enter your previous home address.
Example: House No 1
Water Crescent Street
Cape Town

Enter the number of years spent at your previous home address. Example: 4
Enter your postal address.
Example: P.O. Box 123
Cape Town

Enter the post office postal code. Example: 8000
Other Select your ethnic group.

Select your preferred language. If is isn't listed, choose 'Other' and type it.
Enter the number of people depending on you (eg. children). Example: 2
Select your marriage status. Community of Property has extra fields than need to be completed.
Marriage Enter the date you were married. Example: 2000-12-24
Enter the names of your spouse (excluding surname). Example: Jane
Enter the valid 13-digit South African ID of your spouse. Example: 1234567890123
Next of Kin Enter the name of your next of kin, someone not living with you. Example: David Smith
Enter the type of relationship. Example: Father
Enter the home address of your next of kin.
Example: House No 3
Sunrise Street
Johannesburg

Enter the contact number of your next of kin. Example: (011) 123 4567

2 - Bond Details  

Enter the name of the bank where your bond is held.
Example: ABSA

Enter the amount of money outstanding on your bond.
Example: 1 000,00

Enter the total value of your property.
Example: 1 000 000,00

Enter your monthly bond repayment value.
Example: 3 000,00

Enter the amount of money you paid to buy your house.
Example: 1 000 000,00

Enter the date you purchased the property.
Example: 2000-01-24

3 - Employer Details  

Current Employer Enter the name of your employer.
Example: SA Breweries

Enter the type of work you do
Example: Chief Executive Officer

Enter your postal address.
Example: P.O. Box 123
Cape Town

Enter your employers office telephone number.
Example: (021) 123 4567

Enter the number of years you have been working for your employer.
Example: 10

Enter the day of the month you receive your next paycheck.
Example: 2013-12-25

Spouse Employer Enter your name of your spouses employer.
Example: SABC

Enter the number of years your spouse has been working for their employer.
Example: 7

Enter the office telephone number of your spouses employer.
Example: (021) 123 4567

Enter the type of work your spouse does for their employer.
Example: Journalist

Previous Employer Enter the name of your previous employer.
Example: KWV

Enter the number of years you worked for your previous employer.
Example: 3

4 - Bank Details  

Enter the 6 digit branch code for the bank you will be using to make payments from. It will be validated.
Example: 123456

Enter the name of your bank.
Example: ABSA

Enter the name of the banks branch where your account is held.
Example: Cape Town

Enter the name of the person who is the primary account holder.
Example: Joe Smith

Enter your bank account number here. It will be validated.
Example: 123456789

Select the type of bank account this is.

5 - Monthly Income  

My Salary Details Enter your basic monthly salary. Make sure this doesn't include your car allowance.
Example: 25 000,00

Enter your monthly car allowance.
Example: 2 000,00

This is the automatically calculated sum of your 'Basic Monthly' and 'Car Allowance'.
Enter your monthly commission.
Example: 10 000,00

Enter the monthly amount of money you get paid after tax deductions etc.
Example: 20 500,00

Enter the monthly amount of money you get from other sources (eg. mutual fund).
Example: 2 000,00

Spouse Salary Details Enter your spouses basic monthly salary. Make sure this doesn't include your spouses car allowance.
Example: 25 000,00

Enter your monthly car allowance.
Example: 2 000,00

This is automatically calculated sum of your spouses 'Basic Monthly' and 'Car Allowance'.
Enter your spouses monthly commission.
Example: 2 000,00

Enter the monthly amount of money your spouse gets paid after tax deductions etc.
Example: 20 500,00

Enter the monthly amount of money your spouse gets from other sources (eg. mutual fund).
Example: 2 000,00

Other Enter the source(s) of other income.
Example: Mutual Fund

Automatically calculated sum of your Net Take Home Pay and Income other than Salary/Wages

6 - Monthly Expenses  

Enter how much money you pay every month to pay off your bond or how much rent you pay.
Example: 10 000,00

Enter the monthly amount you must pay to pay off your car(s) .
Example: 4 000,00

Enter the monthly amount you must pay to pay off your credit card(s).
Example: 1 000,00

Enter how much money you pay every month to pay off your clothing accounts.
Example: 500,00

Enter how much money you pay every month for your car, house and other insurance/policies.
Example: 3 000,00

Enter the monthly amount you pay for petrol, car repair and public transport.
Example: 1 000,00

Enter the monthly amount you pay for education.
Example: 4 000,00

Enter the monthly amount you pay for house repairs and renovations etc.
Example: 4 000,00

Enter how much you pay for water, electricity, rates taxes.
Example: 4 000,00

Enter how much you pay every month to pay off your personal loan.
Example: 100,00

Enter how much you pay every month to pay off your furniture account(s)
Example: 1 000,00

Enter the monthly amount you pay to pay off your overdraft.
Example: 1 000,00

Enter the monthly amount you pay for your telephone and/or cellphone(s).
Example: 1 000,00

Enter how much you pay every month for food and entertainment (eg movies).
Example: 1 000,00

Enter the monthly amount you pay for maintenance
Example: 1 000,00

Enter any other monthly expenses not already accounted for above.
Example: 0,00

This is the automatically calculated sum total of all expenses.
This is an automatically calculated difference of your 'Total Monthly Income' and 'Expenses'.
If you are liable, please enter why here.
Example: Education

Enter the full outstanding balance you are liable for at present
Example: 4 000,00

Please select how we should contact you.
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