Security Bank Housing Loan Requirements 2026: The Complete Checklist
If you're planning to apply for a housing loan with Security Bank — whether for a new purchase, refinancing, or home equity — knowing exactly what documents to prepare can save you weeks of back-and-forth and dramatically speed up your approval timeline. Security Bank is one of the most accessible private banks for home loans in the Philippines, with a minimum monthly income requirement of just 50,000 and a typical approval time of 23 days when your documents are complete.
This guide breaks down every requirement by borrower type and loan purpose, so you can walk into the application process fully prepared.
Security Bank Housing Loan: Overview of Key Eligibility Requirements
Before diving into the document checklist, here's a quick snapshot of Security Bank's core eligibility criteria for housing loans in 2026:
- Minimum Monthly Income: 50,000
- Debt-to-Income (DTI) Ratio: Maximum 40% — meaning your total monthly loan obligations (including the new home loan) should not exceed 40% of your gross monthly income
- Employment Types Accepted: Private employees, government employees, BPO workers, OFWs and seafarers, self-employed individuals, licensed professionals, and freelancers
- Loan Purposes Covered: Purchase of ready-for-occupancy (RFO) units, pre-selling properties, foreclosed properties, new construction, renovation, home equity, and refinancing
- Current Refinance Rate: 1-year fixed at 6.99% p.a., 5-year fixed at 6.75% p.a.
If you want to estimate your monthly payment before applying, try the Security Bank housing loan calculator to model different loan amounts and terms.
Part 1: Basic Requirements for All Applicants
Regardless of your employment type or loan purpose, every Security Bank housing loan applicant must submit the following core documents:
Government-Issued IDs (2 valid IDs required)
- Philippine passport
- SSS or GSIS ID
- Driver's license
- PhilHealth ID
- Voter's ID or Voter's Certification
- PRC ID (for licensed professionals)
- Postal ID
- TIN ID
Application and Personal Documents
- Duly accomplished Security Bank housing loan application form
- One (1) recent 1x1 or 2x2 ID photo
- Marriage contract (NSO/PSA-certified) — if applicable
- Birth certificate (NSO/PSA-certified) — may be required for beneficiary designation
Tax Documents
- Latest ITR (Income Tax Return) with BIR stamp — for all income-earning applicants
- BIR Form 2316 (Certificate of Compensation Payment and Tax Withheld) — for employed applicants
Part 2: Income Documents by Employment Type
This is where requirements diverge significantly based on how you earn your income. Make sure to use the correct set of documents for your situation.
For Private and Government Employees
- Certificate of Employment (COE) stating position, tenure, and monthly salary — must be dated within the last 30–60 days
- Latest three (3) months' payslips
- BIR Form 2316 or latest ITR with BIR stamp
- If you recently changed jobs: previous employment certificate and explanation letter
For BPO Workers
BPO applicants follow essentially the same requirements as private employees but may also be asked to provide:
- Proof of night differential or shift allowances (if used to compute income)
- Latest three (3) months' payslips clearly showing base pay and allowances
- COE on company letterhead with contact details of HR
For OFWs and Seafarers
- Employment contract or crew contract (POEA-authenticated or apostilled)
- Latest three (3) months' remittance records or bank statements showing inward remittances
- OWWA membership certificate (if available)
- Seaman's book (for seafarers)
- Latest ITR or equivalent income certification
- Special Power of Attorney (SPA) — required if a co-borrower or attorney-in-fact will process the application on behalf of the OFW
For Self-Employed Individuals and Business Owners
- DTI registration (for sole proprietors) or SEC registration (for corporations/partnerships)
- Latest two (2) years' ITR with BIR stamp and audited financial statements
- Business permit or Mayor's permit (latest)
- Latest three (3) months' business bank statements
- List of trade references or client contracts (if applicable)
For Licensed Professionals (Doctors, Lawyers, Accountants, Engineers)
- PRC license (valid and current)
- Latest two (2) years' ITR
- Certificate of clinic affiliation, law firm engagement, or similar proof of professional practice
- Latest three (3) months' bank statements
For Freelancers
Freelancers are among the borrower types most often caught off guard by documentation requirements. Security Bank does accommodate freelancers, but you'll need to show consistent, documentable income:
- Latest two (2) years' ITR filed with BIR
- Contracts or service agreements with clients
- Latest six (6) months' bank statements showing regular income deposits
- BIR Certificate of Registration (Form 2303) as a self-employed individual
Part 3: Property Documents by Loan Purpose
In addition to income documents, you'll need to submit property-related paperwork. These vary depending on what type of property transaction you're financing.
For Ready-for-Occupancy (RFO) and Pre-Selling Purchases
- Signed Contract to Sell or Reservation Agreement
- Developer's price list or official quotation
- Copy of Transfer Certificate of Title (TCT) or Condominium Certificate of Title (CCT) — or master title for pre-selling
- Tax Declaration of the property
- Location map and vicinity map
- Floor plan and unit layout (for condominiums)
For Refinancing
If you're looking to refinance an existing home loan — for example, to take advantage of Security Bank's 5-year fixed rate of 6.75% p.a. versus your current bank's rate — you'll need:
- Original Transfer Certificate of Title (TCT) or Condominium Certificate of Title (CCT) — clean copy
- Latest Statement of Account from your current lender showing outstanding balance
- Loan billing statement or amortization schedule
- Tax Declaration (latest)
- Real property tax receipts (last two years)
- Deed of Absolute Sale (if applicable)
It's worth comparing rates before you commit to refinancing. Our Security Bank vs Metrobank refinance rates comparison gives a side-by-side view of what each bank currently offers.
For Home Equity Loans
Security Bank's home equity loan rate is 7.50% p.a. For home equity applications, you'll generally need the same property documents as refinancing, plus:
- Proof of purpose for the loan proceeds (e.g., renovation quote, tuition billing, business documents)
- Appraisal report (Security Bank may arrange this)
For New Construction
- TCT of the lot (in your name or co-borrower's name)
- Approved building plans and permits
- Bill of materials and construction cost estimate
- Contract with a licensed contractor (if applicable)
For Foreclosed Properties
- Certificate of Sale
- Proof of redemption period status
- TCT in the name of the foreclosing bank or seller
- Tax Declaration
For Renovation Loans
- TCT of the property
- Renovation plan and scope of work
- Cost estimates or contractor's quotation
- Building permit (if structural renovation)
Part 4: Co-Borrower Requirements
Many applicants include a spouse or close family member as a co-borrower to strengthen the loan application — either to increase the combined income or to satisfy DTI requirements. Co-borrowers must submit the same set of personal identification and income documents as the primary borrower.
A few additional notes for co-borrower situations:
- Married applicants are generally required to include their spouse as a co-borrower unless legally separated with documentation
- Co-borrowers must also sign the application form and key loan documents
- Income of the co-borrower will be included in the DTI computation, which can help you qualify for a larger loan amount
What Happens After You Submit Your Documents?
Once your complete document package is submitted, Security Bank's typical processing timeline is around 23 days for loan approval — faster than many Philippine banks. Here's a general flow of what to expect:
- Document review (Days 1–5): Your loan officer reviews completeness and may request additional documents
- Credit evaluation (Days 5–12): Income assessment, DTI computation, credit history check
- Property appraisal (Days 10–18): Security Bank-accredited appraiser visits the property
- Loan approval and offer (Days 18–23): You receive a Letter of Guarantee or formal loan offer
- Loan documentation and release: Title transfer processing, mortgage annotation, and fund release
Tips to Avoid Common Document Errors
Incomplete or incorrect documentation is the single biggest reason housing loan applications get delayed or rejected. Here are practical tips to avoid the most common mistakes:
- Check the validity of IDs: Expired government IDs are frequently flagged during initial review
- Use PSA-certified documents: NSO/PSA-certified civil registry documents (birth cert, marriage cert) are required — photocopies or local civil registrar copies are usually not accepted
- ITR must have BIR stamp or eFPS confirmation: An ITR without proof of filing is insufficient
- Payslips must be within the last 3 months: Payslips older than 90 days are typically not accepted
- OFW SPA must be notarized and apostilled: If processed abroad, the Special Power of Attorney must be apostilled in the country of execution
- Ensure property titles are clean: Encumbrances, liens, or adverse claims on the TCT will need to be resolved before approval
Applying Through Nook: Free Broker Service, Faster Processing
Applying for a Security Bank housing loan through Nook is completely free for borrowers. As a digital mortgage broker, Nook helps you organize your documents, checks your eligibility before submission, and coordinates directly with Security Bank on your behalf — reducing the risk of delays from missing or incorrect paperwork.
Whether you're buying your first home, refinancing an existing loan, or tapping home equity, Nook simplifies the entire process at zero cost to you. The best refinance rate currently available through Nook is 5.99% p.a. — significantly lower than the 7% to 10% that most Filipino homeowners are currently paying.
Note: Interest rates and documentary requirements are subject to change. Always verify the latest requirements directly with Security Bank or through your Nook broker before submitting your application.