Standard Financial Statement (SFS): How to videos
 

This video explains how to get started with AIB’s online Standard Financial Statement (SFS). It shows the online journey, including selecting the appropriate form for “My Mortgage” or “Our Mortgage,” and explains the secure DocuSign process with email and SMS verification. On-screen text highlights the starting link and completion message.

This video guides users through starting their online Standard Financial Statement (SFS) with AIB. It highlights that completing the SFS online is faster, easier, and more secure than the paper version. The video shows a laptop screen navigating the AIB SFS journey. Users choose between two forms: “My Mortgage” or “Our Mortgage.”

The video explains the process of entering your name, email, and mobile number to receive a secure DocuSign link via email, along with a one-time SMS security code. Each access to the SFS requires a new code to maintain security. If there is another party to the mortgage, they will receive a separate link.

On-screen text at the start provides the link: “Start your SFS: AIB.ie/SFS-form”. At the end, the text displays: “Completing your Standard Financial Statement – Getting Started” alongside the AIB logo. The video visually walks the user through the SFS online interface, showing where to input information and navigate through the form.

[Visual: AIB logo appears; text on-screen: “Start your SFS: AIB.ie/SFS-form”]

[Narrator]

“Hi, this is a short video to tell you about the online version of the Standard Financial Statement, or SFS for short.”

[Visual: Laptop screen zooms in; shows online SFS interface with two options: “My Mortgage” and “Our Mortgage”]

[Narrator]

“Doing your SFS online is much faster and easier than doing it the old way, which was the paper version.”

[Visual: Laptop showing auto-save notification as form is filled in]

[Narrator]

“Your answers will be auto-saved as you go. It’s more secure and you don’t have to photocopy and print copies and go to the post offices.”

[Visual: File upload interface on the laptop]

[Narrator]

“Any documents that you need to send us can be simply uploaded.”

[Visual: Laptop highlighting the two form options; cursor clicks on one]

[Narrator]

“All you need to do is click one of these two buttons to start. There are two different forms, so choose the one that suits you.”

[Visual: Laptop form fields for name, email, and mobile number]

[Narrator]

“Then input your name, email, and mobile number so we can send you a link by email.”

[Visual: Email inbox showing DocuSign link; mobile phone receiving SMS code]

[Narrator]

“When you get the email, click on review documents to start completing the form through DocuSign. We will also send you a text message with a security code. You will need that code to access your online SFS.”

[Visual: Laptop showing secure login; code input field highlighted]

[Narrator]

“This will keep your online SFS secure. We will send you a new code by SMS every time you access your SFS.”

[Visual: DocuSign interface on laptop]

[Narrator]

“The DocuSign link that we send you is only for you. You shouldn’t forward it to anyone else. If there is another party to the mortgage, we will send them their own link once you have finished your part.”

[Visual: Laptop screen showing form ready for input; completion message appears]

[Narrator]

“That’s all you need to do to get started with your online SFS. You are now ready to input your information.”

[Visual: On-screen text: “Completing your Standard Financial Statement – Getting Started” alongside AIB logo]

This video demonstrates additional features of completing the online Standard Financial Statement (SFS) with AIB, focusing on hiding or skipping sections where no information is required and understanding how to enter monthly payments. On-screen text includes the AIB logo, guidance link to the user guide, and contact phone number.

This video guides users through further features of the online Standard Financial Statement (SFS) form with AIB. It explains how to enter monthly payment amounts for spending or bills, access tips and hints in specific sections, and hide sections where no information is required by selecting the top option in that section. Required fields appear as red boxes, and users are reminded to complete optional boxes if relevant.

The video demonstrates the hover and click functions for guidance, highlights the placement of the user guide link in the top-right corner, and provides the AIB contact number for assistance: 0818 251 008.

On-screen text at the start reads: “Completing your Standard Financial Statement – Your Borrowings” alongside the AIB logo. The video visually walks the user through the form and interactive elements.

[Visual: AIB logo; on-screen text: “Completing your Standard Financial Statement – Your Borrowings”]

[Narrator]

“Welcome to our video guide showing you how to complete your Standard Financial Statement online.”

[Visual: Laptop screen zooms in; SFS form displayed]

[Narrator]

“In the previous video, we looked at which boxes you needed to fill in and which ones were optional. In this video, we will look at some of the further features that will help you fill everything in simply and quickly.”

[Visual: Form section asking for spending or payments; red and gray boxes visible]

[Narrator]

“Whenever we ask for your spending or about payments you make, we always need the amount you pay every month, not the total bill.”

[Visual: Top-right corner of screen shows “User Guide” link highlighted]

[Narrator]

“If you’re not sure how to calculate your monthly payment, you can find out more in our user guide here.”

[Visual: Form section with option to skip or hide section; first box clickable to reveal tips and hints]

[Narrator]

“On some of the sections where you have nothing to tell us, you need to choose the top option before you can move on to the next part. In other sections, by clicking the first box, you’ll be able to see what you need to fill in and all the tips and hints.”

[Visual: Red boxes appear as fields become required; optional gray boxes remain visible]

[Narrator]

“You’ll know what you need to fill in because those boxes will become required red as well. Also, while you’re there, don’t forget to tick any of the boxes at the end that apply to you.”

[Visual: On-screen phone number appears: 0818 251 008]

[Narrator]

“Remember, if you have any questions at all, call one of our experts on this number.”

[Visual: Completion screen; on-screen text: “Completing your Standard Financial Statement – Your Borrowings” alongside AIB logo]

[Narrator]

“That’s it for this video. You are now ready to fill in your form.”

This video demonstrates additional features of completing the online Standard Financial Statement (SFS) with AIB, focusing on hiding or skipping sections where no information is required and understanding how to enter monthly payments. On-screen text includes the AIB logo, guidance link to the user guide, and contact phone number.

This video guides users through further features of the online Standard Financial Statement (SFS) form with AIB. It explains how to enter monthly payment amounts for spending or bills, access tips and hints in specific sections, and hide sections where no information is required by selecting the top option in that section. Required fields appear as red boxes, and users are reminded to complete optional boxes if relevant.

The video demonstrates the hover and click functions for guidance, highlights the placement of the user guide link in the top-right corner, and provides the AIB contact number for assistance: 0818 251 008.

On-screen text at the start reads: “Completing your Standard Financial Statement – Your Borrowings” alongside the AIB logo. The video visually walks the user through the form and interactive elements.

[Visual: AIB logo; on-screen text: “Completing your Standard Financial Statement – Your Borrowings”]

[Narrator]

“Welcome to our video guide showing you how to complete your Standard Financial Statement online.”

[Visual: Laptop screen zooms in; SFS form displayed]

[Narrator]

“In the previous video, we looked at which boxes you needed to fill in and which ones were optional. In this video, we will look at some of the further features that will help you fill everything in simply and quickly.”

[Visual: Form section asking for spending or payments; red and gray boxes visible]

[Narrator]

“Whenever we ask for your spending or about payments you make, we always need the amount you pay every month, not the total bill.”

[Visual: Top-right corner of screen shows “User Guide” link highlighted]

[Narrator]

“If you’re not sure how to calculate your monthly payment, you can find out more in our user guide here.”

[Visual: Form section with option to skip or hide section; first box clickable to reveal tips and hints]

[Narrator]

“On some of the sections where you have nothing to tell us, you need to choose the top option before you can move on to the next part. In other sections, by clicking the first box, you’ll be able to see what you need to fill in and all the tips and hints.”

[Visual: Red boxes appear as fields become required; optional gray boxes remain visible]

[Narrator]

“You’ll know what you need to fill in because those boxes will become required red as well. Also, while you’re there, don’t forget to tick any of the boxes at the end that apply to you.”

[Visual: On-screen phone number appears: 0818 251 008]

[Narrator]

“Remember, if you have any questions at all, call one of our experts on this number.”

[Visual: Completion screen; on-screen text: “Completing your Standard Financial Statement – Your Borrowings” alongside AIB logo]

[Narrator]

“That’s it for this video. You are now ready to fill in your form.”