Documents you need when selling your home - checklist

When selling a property you will need to provide various documents and information. Sourcing these early in the process will help avoid delays later on.

Moving home documents

The selling process can be fraught with delays - some of which are avoidable. Being as prepared as possible can help reduce delays in the selling process.

You should be able to gather the majority of the documents you will need before you find a buyer. These documents should then be forwarded to your conveyancing solicitor as soon as you instruct one.

You will be required to provide the following:

Proof of identity

Your conveyancing solicitor will request:

  • Proof of address such as a utility bill
  • Photo ID such as a driving licence or passport.

Title deeds

You will need to be able to prove that you own the property you are selling. Evidence of ownership is set out on the Title Deeds (known as Official Copies). The majority of properties in the UK are registered at the Land Registry.

There is no need to panic if you don’t have these; the conveyancing solicitor you used when you bought your house may have them, as may your mortgage lender.

Copies of Title Deeds can also be downloaded from the Land Registry for a few pounds.

Your solicitor will also request Official Copies from the Land Registry.

Seller’s Property Information Form (TA6)

The Seller's Property Information Form (TA6) is a fairly lengthy for that is completed by the buyer and forwarded to the seller's solicitor.

Completing this form as early as possible in the process gives you time to find all of the answers. Typically the solicitor will provide the form once they are instructed - usually when a buyer is found.

Download a specimen copy of the TA6 form here so you can answer all of the questions in advance and reduce delays when you find a buyer.

The form addresses the following:

Leasehold or shared freehold documentation

  • You will need to provide a copy of the lease if your home is leasehold.
  • If you own a share of the freehold, you will need to provide documents relating to the freehold structure, for example, the share certificate.

Leasehold Information Form (TA7)

The Leasehold Information Form (TA7) is another lengthy form to be completed by the seller. Some of the questions are detailed e.g. service charge history, freeholder disputes, consent granted or denied and lease extension details.

To avoid delays, it is advisable to complete this before you find a buyer.

Ask your solicitor to send you a copy if you have instructed one before you find a buyer. Alternatively, download a specimen copy of the TA7 form here so you can address the questions in advance.

Management Information Pack

The management information pack contains a number of documents provided and completed by the managing agent or freeholder e.g. planned works, service charges and disputes.

The sourcing of this information is one of the biggest causes of delays in the conveyancing process. Managing agents, freeholders and landlords are often not very responsive and this information can take a week or even months to obtain.

If you are selling a leasehold property, instruct a solicitor as soon as you go in the market and ask the solicitor to apply for the management pack immediately.

Fittings and contents form (TA10)

The Fixtures and contents form (TA10) is another form completed by the seller detailing what exactly is included in your sale:

  • It provides the buyer with room-to-room detail as well as anything that comes with the property from the outdoor space (sheds, greenhouses, washing line etc).
  • The form details anything from light fittings to the fridge.

Again, it is worth thinking about the questions in this form well in advance. Download a specimen copy of the TA10 form here.

Energy Performance Certificate (EPC)

You must order an EPC before you put your property on the market. It details:

  • The energy efficiency of your property.
  • Ways in which its environmental impact could be reduced.

EPC's are usually offered by your estate agent. If not, or if you are not selling through an agent, you can obtain an EPC through a Domestic Energy Assessor for around £100 at the EPC Register.

See also: Do I have to have an EPC when selling a home?

Mortgage Details

You will need to provide details of your mortgage lender (mortgagor) and your mortgage account number.

Your conveyancer will also need and the outstanding balance (the amount required to pay off the mortgage). The solicitor will request an exact mortgage statement from the lender before exchange.

Gaynor Haliday, Legal researcher

About the author

Gaynor Haliday is an experienced legal researcher and published author. She has had numerous articles published in the press and is a legal industry commentator.

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