Home > Loan Settlement Requests Loan Settlement Requests Please complete this form whenever a member asks for a loan settlement figure or 3 months worth of bank statements. Thank the member for their request, and gain permission to ask a few questions first. Member No.Member NameCan I ask what is the reason for requesting the settlement figure or 3 months statements? If the member is in arrears or they want to pay it off with savings it is ok to give out the settlement figure.If it is to pay off their existing loan off, what is the reason they are paying their loan off. (Better interest rate etc) If it is rate - please quote the rate they are being offered and by whom.Notes:If they are borrowing the money from another financial organisation please do not give out the settlement figure unless they say their loan has been declined from us. Please complete the form either way. If they are refinancing the loan with another organisation please explain that someone from the lending team will be in touch soon to give them the settlement figure. (usually within the hour)Staff Person's Name: This iframe contains the logic required to handle Ajax powered Gravity Forms.