Opening a new savings account with a power of attorney

If an account holder needs help managing their money, they can give someone they trust legal permission to help them. This is done through a legal document called a power of attorney.

 

After the power of attorney has been set up, it can be used to open a new savings account with us. This page explains how.

If the power of attorney has not been set up yet, this must be done before opening the new account. Learn more about setting up a power of attorney on the GOV.UK website.

How to open a new savings account with a power of attorney

You can only do this by either visiting your nearest branch, or by writing to us at:

 

Customer Service Centre
Yorkshire Building Society
Yorkshire House
Yorkshire Drive
Bradford
BD5 8LJ

Please note: You cannot open an account online if you want to include a power of attorney. 

What we need from you

1

A completed power of attorney appointee form.

We will ask you to fill in our power of attorney appointee form every time you open a new account with power of attorney. This is so we can make sure your contact details are up to date and any regulatory updates are covered.

2

The power of attorney document (if it is not already registered with us on another YBS account).

We can accept the original power of attorney document, a certified copy or your online verification code from the Office of the Public Guardian. If you have already provided this to us for another YBS account, you will not need to provide it to us again.

 

Where you get your power of attorney document depends on where you live:

England and Wales - GOV.UK
Scotland - mygov.scot
Northern Ireland - NIDirect.gov.uk

3

The account holder’s personal details.

We need the account holder's full name, address and date of birth.

4

Proof of ID for the account holder and the attorney.

In branch

We need 2 types of original ID for the account holder and any attorneys who visit the branch:
1
One that shows a full name.
2
One that shows an address.
You'll need to bring copies of 3 types of ID for anyone on the account who does not come into the branch with you. The 3rd ID can show either a name or address.

By post

We need copies of 3 types of ID for the account holder and for all attorneys on the account:
1
One that shows a full name.
2
One that shows an address.
3
One that shows either a name or address.
Some examples of what we can accept:
Name

  • Signed UK or foreign passport

  • EU or UK full or provisional driving licence
  • Residence permit issued by the Home Office to an EU national
  • Armed Forces ID card.
Address

  • UK utility bill from the last 3 months

  • Council tax bill from the last 12 months
  • Text here
  • Current Post Office re-direction letter.
For the full list, please read our guide to Verifying your identity. 

Need more help?

Looking for more information about our savings accounts? 

Prefer to speak to someone?

Please call us on:
9am to 5pm, Monday to Friday
9am to 1pm, Saturday
The content on this page is for reference and is not financial advice. For impartial financial advice, try MoneyHelper.

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