Savings - Apply at a Branch
Opening an account at a Branch
Opening your account couldn’t be simpler. Make sure you’ve had a good look through all of the legal stuff (we call these terms & conditions), and then just follow these simple steps:
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First of all, you’ll need to print out the application form.
application form for all ISA accounts
application form for all other savings accounts
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Fill in the form with all of your details.
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Decide what amount you’d like to start your account with.
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Write a cheque for this amount.
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Get together your different forms of ID (see ‘identification requirements’ below).
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Find a branch near you, and call in and see us.
Some things we need to tell you:
Cheques
You’ll need to make your cheque out to the investor(s) named on the application form. And we need to let you know that we can’t accept post-dated cheques.
Identification Requirements
So that we comply with the Anti-Money Laundering regulations, we’ll have to check the identity of all the account holders.To do this, we require at least 2 forms of identification that verify your identity and address. The main forms of acceptable ID are:
- Current Benefits Agency book.
- Current Full Driving Licence (old style).
- Current Photocard Driving Licence.
- Current Driving Licence counterpart (new style).
- Current valid UK Passport.
- Current valid non-UK Passport.
- Personal cheque drawn on UK Bank /Building Society Account.
- Current Debit/ Credit card.
- Known employer ID card with photograph.
- Bank/ Building Society/ Credit Union Statement.
- Utility Bill.
- Council Tax Bill.
Young Saver Accounts
To open a FirstSave or a SmartSave account, you’ll need to provide us with ID from the following list:
- Passport.
- Birth Certificate.
- Current Bus Pass.
- Medical card.
- Parent / Guardian Utility Bill.
- Confirmation letter from University/ College (student only).
- Student Grant letter from lEA (students only).
For full details, please look at the FirstSave and SmartSave brochures. These will tell you everything you need to know
