Useful documents

Opening your account

• Identity requirements
• General Savings Conditions for accounts applied for after 5pm on 29th November 2018
• General Savings Conditions for accounts applied for before 5pm on 29th November 2018
• Foreign Account Tax Compliance Act (FATCA)

ISAs

• Cash ISA Transfer Form
• Stocks and Shares to Cash ISA Transfer Form
• ISA Information Booklet

Making changes to your account

• Power of Attorney – add an Attorney to an existing account
• Change of personal details
• Administration of estate form
• Addition of second account holder

Information

• Managing your postal account
• Personal Savings Allowance
• Tariff of fees
• Handling your complaints
• Privacy Notice
• Summary Privacy Notice
• Variable interest rate accounts summary
• Fixed Rate Postal Bonds interest rate summary

Financial Services Compensation Scheme

• FSCS information sheet
• A guide to how the FSCS protects your money