SA302 : Update from HMRC
By HMRC
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
Published December 2015