Power of Attorney

Help and guidance

Power of Attorney

How do I register a Power of Attorney on an existing account?

Before the Attorney is added to an existing account, we will need to see the Power of Attorney document (either the original or a certified copy). Each Attorney being registered will need to complete a Power of Attorney / Court Appointee form and satisfy our ID requirements.

Power of Attorney/Court Appointee form (108 KB)

Correspondence will be sent to the Attorney once the Power of Attorney has been registered (savings only). Where there is more than one Attorney registered, the first Attorney will receive correspondence.

Before completing the Power of Attorney/Court Appointee form, you should ensure you have read our information on the Financial Services Compensation Scheme. You will need to sign the relevant box to confirm this (savings only).

Important Information

Identification documents

All Power of Attorney registrations and new accounts with Power of Attorney are processed at our Bradford Office. On receipt of your documents they will be reviewed and we will use our electronic verification system to verify the Attorney(s). If this is successful, that’s all we need to do. However in certain cases (for example you are not listed on the electoral roll or you have recently moved address) we may need additional proof of identity and if we do we’ll let you know.

Please be advised that there may be different requirements to open an ISA or operate an ISA as an Attorney. The requirements are set by HMRC and are relevant to the type of Power of Attorney document being registered. Please contact our specialist team for more information.

How do I open a branch based savings account with Power of Attorney?

The standard application form should be completed with the main holder details and signed by the main holder if they are able to do so. We will need to see the Power of Attorney document (the original or a certified copy) and a Power of Attorney / Court Appointee Information form will need to be completed by each Attorney being registered.

Before the Attorney is added to an existing account, we will need to see the Power of Attorney document (either the original or a certified copy). Each Attorney being registered will need to complete a Power of Attorney / Court Appointee form and satisfy our ID requirements.

Alternatively you can visit your local Yorkshire Building Society Branch or telephone our contact centre on 0345 1 200 100.

Correspondence will be sent to the Attorney once the Power has been registered. Where there is more than one Attorney registered, the first Attorney will receive correspondence.

Before completing the Power of Attorney/Court Appointee form, you should ensure you have read our information on the Financial Services Compensation Scheme. You will need to sign the relevant box to confirm this.

Proof of identity - Required identification

Attorney

Face to face application in branch: One piece of name identification and one piece of address identification.

Postal applications

One piece of name identification, one piece of address identification and one further piece of name or address identification.

Donor

If the donor is NOT already a Yorkshire Building Society customer, or has moved into a care home you will need to provide three forms of their ID (One piece of name identification, one piece of address identification and one further piece of name or address identification).

Our ‘Proof of Identity’ factsheet details the types of identification we accept and how recent they must be.

Our Identification Requirements (156 KB)

For assistance please contact our Power of Attorney team on 01274 353 501, option 1, option 2.

How do I remove a Power of Attorney from an account?

If you would like to end a Power of Attorney that has been drawn up under English or Welsh law and registered with the Office of Public Guardian you will need to complete a Deed of Revocation.

If the Attorney(s) no longer want to act - then a Deed of Disclaimer is required.

Further information

More information can be found on the websites below.

Office of the the Public Guardian (England and Wales)

Office of the the Public Guardian (Scotland)

NI Direct, Government services (Northern Ireland)

You can also obtain further information regarding Powers of Attorney by contacting the Office of the Public Guardian on 0300 456 0300*.

How can I open an online savings account with Power of Attorney?

You will need to complete the relevant online application process with the main holder’s details by clicking the ‘Apply Now’ button from within the account information pages. Once the application has been submitted, we will need to see the original or a certified copy of the Power of Attorney document.

If requested during the account opening process, we will require ID for the main holder.

Each Attorney being registered will need to complete a Power of Attorney / Court Appointee form and satisfy our ID requirements.

Our Identification Requirements (156 KB)

Alternatively you can visit your local Yorkshire Building Society Branch or telephone our contact centre on 0345 1 200 100.

Correspondence will be sent to the Attorney once the Power has been registered. Where there is more than one Attorney registered, the first Attorney will receive correspondence.

Before completing the Power of Attorney/Court Appointee form, you should ensure you have read our information on the Financial Services Compensation Scheme. You will need to sign the relevant box to confirm this.

Proof of identity - Required identification

Donor

You will be advised on account opening if any identification is required before the account can be activated. The maximum identification that will be required is three forms of identification (one piece of name identification, one piece of address identification and one additional piece of address identification).

Attorney

All Power of Attorney registrations are processed at our Bradford Office. On receipt of your documents they will be reviewed and we will use our electronic verification system to verify the Attorney(s). If this is successful, that’s all we need to do. However in certain cases (for example you are not listed on the electoral roll or you have recently moved address) we may need additional proof of identity.

Face to face applications in branch

One piece of name identification and one piece of address identification.

Postal applications

One piece of name identification, one piece of address identification and one further piece of name or address identification.

Our ‘Proof of Identity’ factsheet details the types of identification we accept and how recent they must be.

Our Identification Requirements (156 KB)

Take the Power of Attorney/Court Appointee form to your local Yorkshire Building Society branch with the Power of Attorney document. If is not convenient for you to visit a branch you can post documents to the address below:

Customer Service Centre
Yorkshire Building society
Yorkshire House
Yorkshire Drive
Bradford
West Yorkshire
BD5 8LJ

Call our specialist team

If you would like to talk to us about Power of Attorney, you can call our specialist team, between 9am and 5pm Monday to Friday.

01274 353 501, option 1, option 2. *

Write to us

Please send documents to:

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

Visit your nearest Branch

If you would prefer to speak to someone in person please call into any of our branches.

Find your nearest branch.