Useful documents

Opening your account

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

Information

• General Savings Conditions (2018 edition)
• Certifying copies of original documents
• Managing Postal Accounts
• Bereavement support: What to do when someone dies
• Where you can go for help
• Protecting yourself from fraud and scams
• 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
• UK Finance - Help if you’re experiencing financial abuse
• Deposit / withdrawal request form

Financial Services Compensation Scheme

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