1. Please read and complete our Power of Attorney/Court Appointee form.
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.
Power of Attorney/Court Appointee form (107 KB)
or Visit your local Branch.
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).
2. Take the Power of Attorney/Court Appointee form to your local branch with the Power of Attorney document. If it is not convenient for you to visit a branch you can post documents to the address below:
Customer Service Centre
Yorkshire Building Society
Please note – photocopies must be certified (see 'Important Information – Document certification' below).
What will happen next?
All Power of Attorney registrations are processed at our Cheltenham 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 (see – 'Proof of Identity' below).
Once all the correct documentation has been received, we will notify you in writing to confirm the registration has been completed.
Online access (optional)
Once Power of Attorney has been registered, you may be eligible to register the account for online access. You can register online here or call 0345 1200 805*.
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.
Please send documents to:
Customer Service Centre
Yorkshire Building Society
If you would prefer to speak to someone in person please call into any of our branches.
Find your nearest branch.
3 forms of ID (1 name, 1 address and 1 further name or address).
If the donor is NOT already a Yorkshire Building Society customer you will need to provide 3 forms of their ID (1 name, 1 address and 1 further name or address).
Please see acceptable ID list below. Please note that originals or certified copies are acceptable, but please refer to the guidance below on Document Certification if you plan to send certified copies.
There are certain exceptions that we can make for these types of accounts. They are:
1) If the donor has only recently moved into a care home, ID at their previous address can be accepted providing that this address matches that on the Power of Attorney.
2) ID can be taken for the donor that shows the attorney/ies or deputy/ies address however it must stipulate that it is for the donor.
If you’re sending documents through the post which have a photo or signature on them you should send copies and not the originals. All copies of documents must be certified. This means that they have been checked and verified by bank/building society employees, solicitors, accountants, commissioner for oaths, independent financial advisers or the Post Office as being exactly the same as the original. Please note they cannot be certified by a member of your family and the person certifying the documents may charge a fee so check with them.
Did you know?
Our employees can certify your documents for you at your local branch at no cost.
Here’s what you need to do:
1) Take your documents to the person certifying them and ask them to add to the first page of each item:
2) All other pages in the documents must be signed by the person certifying them .
If the documents have been fully certified on each page we will also accept them.
A person who has been appointed to carry out decisions for another person.
The Beneficial Owner is a person who cannot manage their own affairs.
These are copy documents which have been checked and verified as being the same as the original by one of the following: bank/building society employees, solicitors, accountants, commissioner for oaths, independent financial advisers or the Post Office.
This is required when an individual no longer wishes to act as an Attorney. This deed needs to be sent to the Office of the Public Guardian for registration before it can be used.
This is used in England and Wales when you want to end the rights you have given under a Power of Attorney. It needs to be sent to the Office of the Public Guardian for registration before it can be used. See https://www.gov.uk/power-of-attorney/end for more information.
The Donor is the person who lets someone else (the Attorney) make decisions for them.
The UK Government department for the administration and collection of taxes.
A tax-efficient cash savings account.
The Court of Protection document.
A Power of Attorney is a legal document that allows the Attorney to make decisions or carry out transactions for another person. There are three main types in England and Wales: